Get Form 13551 (rev. October 2004)

Filling out Form 13551 is essential for individuals or entities wishing to participate in the IRS Acceptance Agent Program. This guide provides clear, step-by-step instructions to help you complete the form accurately and efficiently online.

Follow the steps to successfully complete the form online.

1. Click the ‘Get Form’ button to obtain the form and open it in the editor.
2. In Line 1, check the box indicating whether you are a new applicant or revising an existing application, and specify your type of acceptance agent.
3. For Line 2, enter the legal name of your business. Ensure this matches the name on any related tax documents.
4. If you are already an authorized IRS e-file provider, input your Electronic Filing Identification Number (EFIN) in Line 3.
5. In Line 4, provide your Employer Identification Number (EIN) if applicable.
6. Complete Line 5 with the name and title of the responsible officer or official who will serve as the point of contact with the IRS.
7. Enter the date of birth of the responsible officer in Line 6 using the mm/dd/yyyy format.
8. For Line 7, enter the Social Security Number or Individual Taxpayer Identification Number (ITIN) of the responsible officer.
9. Input the complete home address of the responsible officer in Line 8, including street, city/county, state/country, and ZIP code.
10. In Line 9, check the box that describes the legal status of the responsible officer.
11. Line 10 requires you to indicate if any penalties have been assessed against the responsible officer. Attach an explanation if you answered 'Yes.'
12. If applicable, enter a doing business as (DBA) name in Line 11.
13. Provide your business location address in Line 12, using a physical address rather than a P.O. Box.
14. In Lines 13 and 14, enter your business's telephone and fax numbers.
15. If your business is not open year-round, provide a mailing address and telephone number in Line 15.
16. Enter primary and alternate contact names in Lines 16 and 17, along with their contact details.
17. In Line 18, identify the types of customers you will assist by submitting W-7 applications.
18. Lines 19 and 20 require the responsible officer to print and sign their name, along with the date of signature in Line 21.
19. Once you have filled out all pertinent sections, review the form for accuracy, save your changes, and then download or print the completed form.

Complete your Form 13551 online today and ensure your application is processed without delay.