Client Resource
ITIN & CAA Document Guide
General preparation guidance for Form W-7 matters. Final document requirements depend on the applicant and the applicable IRS rules.
Checklist
- Valid reason for requesting or renewing an ITIN
- Completed or draft Form W-7 information
- Original or qualifying documentation establishing identity and foreign status
- Passport information where applicable
- U.S. visa or immigration-status information where relevant
- Federal tax return or documentation supporting an applicable exception, where required
- Dependent residency documentation where applicable
- Prior ITIN correspondence or expired ITIN information for renewals
- Current mailing address and foreign address information
- Supporting documents requested for the applicant’s specific W-7 reason
This resource is general information, not legal advice, and is not a substitute for review of your specific facts. Tax laws and agency procedures may change.