The ITIN process, step by step
Fourteen clear steps from start to result. You see where your application is at every point.
- 1
Start your application
Answer a short questionnaire about who is applying and why. We suggest a Form W-7 reason and a document list. You can stop and return at any time.
- 2
Applicant information
Add each person applying, whether a primary taxpayer, a spouse, or dependents. Identity details are stored encrypted.
- 3
Confirm the W-7 reason
You choose the reason that fits. A Certifying Acceptance Agent reviews it and may ask questions.
- 4
Supporting documents
Upload clear photos or scans of your identity and foreign-status documents, and your tax return or exception documents.
- 5
Pay the service fee
You see the exact amount before checkout. Payment does not guarantee an ITIN, and the IRS charges no fee.
- 6
CAA document review
Our CAA checks each document against the IRS list and tells you what to fix, if anything.
- 7
Schedule your interview
After your documents are accepted, choose a time. We send instructions for getting your originals to us.
- 8
Required CAA interview
A live interview with every applicant. We inspect the originals during the interview.
- 9
Form W-7 preparation
We prepare Form W-7 from your confirmed information. Each applicant signs their own form.
- 10
Certificate of Accuracy
An approved Responsible Party completes Form W-7-COA for each application.
- 11
Final CAA approval
A last check of the whole package before anything is mailed.
- 12
Mailed to the IRS
We mail the package and record the date and tracking. You can see the status in your account.
- 13
IRS correspondence and follow-up
We log notices from the IRS and follow up when the IRS processing window has passed.
- 14
Your ITIN result
The IRS mails the result. We record it and return any documents the IRS sends back.