ITIN Training Powerpoint
This a comprehensive presentation available to you to review as you have time.
Form W-7
You may want to reference the Form W-7 while we discuss its preparation. As with other forms and schedules, you can't see what it looks like in the software. But the tax return is printed, all Forms W-7 will look like this.
How to get an ITIN Flyer
This one-pager directs clients to the required steps in applying for an ITIN. It provides the schedule for our Tax Center ITIN hours, as well the information for scheduling an appointment at the IRS walk-in office.
Handout for Required ITIN Documents
This handout reflects tax law changes impacting which documents need to be submitted for ITIN applications and renewals.
The Tax Center process for ITIN Applications and Renewals
The first page of this tool is to assist you in identifying which ITINs need to be renewed. The second page is to guide preparers when preparing the return. Make sure to follow those steps every time!
Tax Law Change & ITINs
A helpful document to review when discussing ITIN applications and renewals for spouses and dependents living outside of the United States.
1040 or 1040NR? Screening Tool
This tool will be laminated and available at every site. It's intended to help you determine whether the primary taxpayer is a resident alien or nonresident alien. We cannot prepare returns for nonresident aliens.
Frequently Asked Questions re: ITINS
A document with questions and answers for both common and uncommon situations!
There are also more ITIN-related resources available at www.ctcresources.com.
This a comprehensive presentation available to you to review as you have time.
Form W-7
You may want to reference the Form W-7 while we discuss its preparation. As with other forms and schedules, you can't see what it looks like in the software. But the tax return is printed, all Forms W-7 will look like this.
How to get an ITIN Flyer
This one-pager directs clients to the required steps in applying for an ITIN. It provides the schedule for our Tax Center ITIN hours, as well the information for scheduling an appointment at the IRS walk-in office.
Handout for Required ITIN Documents
This handout reflects tax law changes impacting which documents need to be submitted for ITIN applications and renewals.
The Tax Center process for ITIN Applications and Renewals
The first page of this tool is to assist you in identifying which ITINs need to be renewed. The second page is to guide preparers when preparing the return. Make sure to follow those steps every time!
Tax Law Change & ITINs
A helpful document to review when discussing ITIN applications and renewals for spouses and dependents living outside of the United States.
1040 or 1040NR? Screening Tool
This tool will be laminated and available at every site. It's intended to help you determine whether the primary taxpayer is a resident alien or nonresident alien. We cannot prepare returns for nonresident aliens.
Frequently Asked Questions re: ITINS
A document with questions and answers for both common and uncommon situations!
There are also more ITIN-related resources available at www.ctcresources.com.