Get W 7 Coa

The W-7 COA, or Certificate of Accuracy, is a crucial document prepared by IRS Certifying Acceptance Agents as part of the Individual Taxpayer Identification Number application process. This guide provides you with clear, step-by-step instructions to effectively fill out the form online, ensuring accuracy and compliance throughout the process.

Follow the steps to complete the W-7 COA form.

1. Press the ‘Get Form’ button to access the W-7 COA form and open it in your online document editor.
2. Begin by entering the name of the designated authorized representative who is completing the Certificate of Accuracy. This person must be officially designated by the Certifying Acceptance Agent (CAA).
3. Input the legal name of your business as it appears on your IRS Acceptance Agent Agreement. Ensure this matches the name on Form 13551.
4. Provide the Employer Identification Number (EIN) assigned to your business, along with the office code specific to your application.
5. Fill in the date when the Acceptance Agent Agreement was approved. Refer to your agreement if you do not have this information easily available.
6. Clearly state the name of the ITIN applicant, which is the individual for whom the W-7 is being submitted.
7. Review the supporting documentation provided by the applicant. Check the appropriate boxes under 'Identity' and 'Foreign Status' to indicate which documents were reviewed. Remember, a passport serves both purposes; otherwise, you must select multiple documents to satisfy the criteria.
8. If applicable, complete the section detailing the Partnership Agreement for applicants applying under Exception 1(a). Include the name of the partnership and its EIN.
9. Affirm that all documentation reviewed is authentic, complete, and accurate. This certification must reflect your knowledge and review process as the Certifying Acceptance Agent.
10. Finally, add your signature as the authorized representative, along with the date of signing. Ensure that all required fields are completed before proceeding.
11. Once all steps are complete, save your changes, and consider downloading, printing, or sharing the form as needed.

Start completing your W-7 COA form online today to ensure adherence to IRS requirements.