01. Edit your irs 5428 online
Type text, add images, blackout confidential details, add comments, highlights and more.
Fact Sheet: Becoming a Certifying Acceptance Agent (CAA 2026
Here's how it works
02. Sign it in a few clicks
Draw your signature, type it, upload its image, or use your mobile device as a signature pad.
03. Share your form with others
Send it via email, link, or fax. You can also download it, export it or print it out.
How to use or fill out Fact Sheet: Becoming a Certifying Acceptance Agent (CAA)
Ease of Setup
DocHub User Ratings on G2
Ease of Use
DocHub User Ratings on G2
- Click ‘Get Form’ to open it in the editor. This will allow you to view and interact with the Fact Sheet directly.
- Begin by reviewing the introduction section, which outlines the purpose of becoming a CAA and its benefits. Familiarize yourself with the key responsibilities and requirements listed.
- Proceed to fill out your organization’s details in the designated fields, ensuring that all information is accurate and up-to-date. Pay special attention to the EIN requirement.
- Complete the training sections as outlined. Make sure all responsible parties have completed both the ITIN Acceptance Agents Training and forensic document identification training before submitting your application.
- Once training is complete, access the electronic IRS Acceptance Agent Application through our platform. Fill in all necessary fields for key individuals and ensure signatures are provided where required.
- If needed, utilize the Document Upload Tool to submit any additional documentation such as professional credentials or citizenship documents.
Start using our platform today to streamline your application process for becoming a Certifying Acceptance Agent!
See more irs 5428 versions
We've got more versions of the irs 5428 form. Select the right irs 5428 version from the list and start editing it straight away!
How to get ITIN certification?
Fill out Form W-7, Application for IRS Individual Taxpayer Identification Number (ITIN), and submit it with your tax return. Contact an IRS-authorized Certifying Acceptance Agent.
How much does a CAA agent cost?
The cost for CAA services depends upon whether we prepare the tax return that supports the ITIN request. The cost is less if we prepare the tax return. The fee is $150 per applicant for the CAA services and the mailing cost between $8 to $16 depending upon the size of the packet being mailed.
How much does a personal agent cost?
The short answer is that talent agents typically charge a commission on the work they secure for their clients. This commission is usually a percentage of the clients earnings, ranging from 10% to 20%.
Can I file form 13551 online?
Forms 13551, Application to Participate in the IRS Acceptance Agent Program, are no longer accepted by mail. Applicants must now use IRS e-Services and upload required documents through the CAA upload tool. Before submitting, applicants need to complete the mandatory ITIN Acceptance Agent training course.
How much does an acceptance agent cost?
Fees and Documents Our fee for acting as a Certified Acceptance Agent is $475.
Security and compliance
At DocHub, your data security is our priority. We follow HIPAA, SOC2, GDPR, and other standards, so you can work on your documents with confidence.
People also ask
What is the difference between CAA and AA?
A CAA is authorized to receive the assigned ITIN number directly from the IRS. An AA can assist alien persons in obtaining ITINs or EINs from the IRS, but is not authorized to receive the ITIN number. The IRS will issue the assigned number directly to the applicant.
What is a CAA tax agent?
What is a certifying acceptance agent (CAA)? A Certifying Acceptance Agent is an individual or an entity who is authorized by the IRS to assist alien individuals and other foreign persons in obtaining Individual Taxpayer Identification Numbers (ITIN) from the IRS.
Related links
The information collected on this form is necessary to determine applicant eligibility for airman ratings. We estimate it will take 30 minutes to complete this
This Fact Sheet was developed to assist SPEC partners who are considering becoming CAAs. It is intended for external audiences and can be shared with SPEC
Jan 10, 2024 DocHubing Acceptance Agent (CAA). A CAA can verify original documentation and certified copies of the documentation from the issuing agencyRead more