CAA CAA Authorization and Certification Requirements

Question 1

Which IRS form must be submitted to apply for status as a Certified Acceptance Agent?

Accepted Answer

Form 13551

Answer

Form W-7

Answer

Form SS-4

Answer

Form 2848

Question 2

How long is an IRS Acceptance Agent agreement valid before it must be renewed?

Accepted Answer

3 years

Answer

1 year

Answer

5 years

Answer

2 years

Question 3

What is the PRIMARY distinction between a Certified Acceptance Agent (CAA) and a basic Acceptance Agent (AA)?

Accepted Answer

CAAs can certify copies of identity documents; AAs must forward original documents to the IRS

Answer

CAAs can prepare tax returns while AAs cannot

Answer

CAAs are IRS employees while AAs are private contractors

Answer

CAAs only handle corporate ITIN applications

Question 4

Which of the following is a mandatory requirement before being approved as a Certified Acceptance Agent?

Accepted Answer

Completing IRS-approved ITIN training

Answer

Holding a law degree or CPA license

Answer

Being a US citizen or permanent resident

Answer

Employing at least five other tax professionals

Question 5

What type of IRS screening do all CAA applicants undergo as part of the approval process?

Accepted Answer

A suitability check including background screening

Answer

A credit history and financial review

Answer

A full tax compliance audit for the past 10 years

Answer

An annual fingerprint renewal requirement

Question 6

Which professional categories are eligible to apply for Certified Acceptance Agent status with the IRS?

Accepted Answer

Enrolled agents, CPAs, attorneys, financial institutions, and other authorized tax professionals

Answer

Only licensed CPAs and attorneys

Answer

Only enrolled agents and CPAs

Answer

Any US resident over the age of 21