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Continuing Education Requirements Flashcards

7 cards from real CAA practice questions. Tap to flip, then mark Knew It or Still Learning — missed cards come back until you master them.

Read the first 7 Continuing Education Requirements flashcards as text

  1. Under IRS rules, for dependents, which documents may a CAA authenticate after completing forensic training?

    Answer: Only passports and civil birth certificates

    For dependents, CAAs may authenticate only passports and civil birth certificates; other documents must go to the IRS or a TAC.

  2. Which person on a CAA application is NOT necessarily required to complete forensic document training?

    Answer: A staff member who only handles administrative tasks and never reviews original documents

    Forensic training targets those who authenticate documents; purely administrative staff who never review originals are not certifying identity.

  3. A CPA who is a CAA wants credit toward state CPE for completing the IRS CAA training. Who determines whether it qualifies?

    Answer: The CPA's state board of accountancy

    State boards of accountancy set CPE rules and decide what qualifies for CPA continuing education credit.

  4. How should a CAA keep up with ITIN procedural changes that occur between training cycles?

    Answer: Monitor IRS.gov ITIN and Acceptance Agent updates and IRS communications

    CAAs are expected to follow current IRS guidance published on IRS.gov and in IRS communications to CAAs.

  5. During an IRS compliance review, a CAA cannot produce training records for one authorized representative who has been authenticating documents. What is the likely consequence?

    Answer: Possible sanctions, including warnings, suspension, or termination of the agreement

    Non-compliance with program requirements discovered in reviews can lead to sanctions up to termination of the CAA agreement.

  6. What must accompany every Form W-7 submitted by a CAA that authenticated the applicant's documents?

    Answer: A Certificate of Accuracy (Form W-7 (COA)) signed by the CAA

    CAAs attach the Certificate of Accuracy attesting that they reviewed and authenticated the original documents.

  7. A newly hired representative completed IRS training but has not yet been added to the firm's CAA agreement. May she sign Certificates of Accuracy?

    Answer: No, she must first be approved as an authorized representative on the agreement

    Only individuals approved on the CAA agreement may act on its behalf, regardless of completed training.