ITIN & W-7 · paper-filed · bilingual

Every ITIN client, done right — the first time.

Why this is the wedge nobody else serves: a first-time ITIN return is filed on paper (the W-7 is attached to the return and mailed), so the “no e-file” limit doesn’t touch this work at all. It’s recurring (ITINs expire and renew), deeply Hispanic, and — unlike IRS representation — anyone can prepare a W-7 package, no credential required.
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Start here: build the W-7 package

Open the W-7 Assistant
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Your client’s documents never leave your computer Passport numbers and IDs are read on your device — nothing is uploaded, no account, no cloud.
No credential needed Preparing a W-7 package isn’t IRS representation — any preparer can do it end to end. Built for CAAs and for the paper-filed ITIN return.

What it handles

The 8 reasons on the W-7

Pick the right reason

Choose the W-7 reason (a–h) and who’s applying, and get the exact acceptable-document list for that case — including the dependent-passport trap that gets packages rejected.

Open the W-7 Assistant
Expires after 3 unused years

Renewal or new?

Check whether an existing ITIN expired (unused on a return for 3 consecutive years) so you file a renewal, not a duplicate — the mistake that delays the refund for months.

Check the ITIN
Free · Spanish-first

¿ITIN? cómo sacarlo

The free Spanish guide your client reads before they walk in: who needs an ITIN, which documents really work, the three filing routes and how long it takes. Send it, book the appointment.

Read the free guide →