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Published:   |   Last Updated: October 18, 2024

Work with the IRS to identify problems and suggest changes to Individual Taxpayer Identification Number (ITIN) processing that will reduce delays negatively impacting taxpayers

Objective 9

Background

This objective carried over from Fiscal Year 2024.

Highlights

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Status

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Expected Completion Date

09/30/2025

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Activities

Activity 1: Collaborate on cross-functional teams with the IRS to modernize the Individual Taxpayer Identification Number process and expand services for Individual Taxpayer Identification Number holders and international taxpayers as referenced in the IRS’s Inflation Reduction Act Strategic Operating Plan.

Activity 2: Work with the IRS to develop and implement a procedure prior to the 2024 filing season that allows all applicants to apply for an Individual Taxpayer Identification Number throughout the year by submitting proof of a filing requirement.

Activity 3: Collaborate on cross-functional teams with the IRS in the development and rollout of an online portal for Acceptance Agents and Certifying Acceptance Agents to submit applications and complete Form W-7 applications.

Activity 4: Identify obstacles to allowing Certifying Acceptance Agents (CAAs) to use a digital upload tool to provide supporting documents for Form W-7 and the associated tax return, which would increase the efficiency of processing Forms W-7.

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Actions Completed

1st Quarter

Quarterly update on the identified activities

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Next Steps

Projected next actions