Pathway
Help non-residents get the U.S. tax ID they need.
16 hr 5 min · 2 courses · 1 live class · 2 optional extras
An Individual Taxpayer Identification Number lets someone who can't get a Social Security number meet U.S. tax obligations: filing a return, claiming a treaty benefit, being claimed as a spouse or dependent, or receiving income from U.S. payers. Applications are paper-based and strict about documents, and a large share are rejected or suspended the first time.
This pathway trains you to prepare ITIN applications that are accepted. You learn who qualifies and under which reason code, how to complete Form W-7 line by line, which supporting documents the IRS accepts, and how to handle rejection and suspense letters and renewals. You then study the Certifying Acceptance Agent program, which lets authorised agents verify identity documents so clients don't have to post their original passports to the IRS.
The pathway finishes with Circular 230, because ITIN work is tax practice: the same standards of due diligence, confidentiality and conduct apply.
Tax and accounting professionals, bookkeepers and client-service staff outside the U.S. whose clients need an ITIN to file, claim treaty benefits or get paid by U.S. platforms.
Comfortable reading English-language tax forms. No prior U.S. tax experience required.
Complete the required courses and classes to earn the XCAPE Certificate in ITIN Practice.
Every step of this pathway in order, from your first call to your certificate.
Step 01
A group call for this pathway. We walk through the curriculum, payments and live classes, and answer your questions.
See upcoming calls →Start with a free group call: we walk you through the pathway, how payments and classes work, and answer your questions.
Step 02
Send a short application. When we approve it, your prices are locked in.
Apply now →Step 03
30 min in
Step 03 Live class· Required· 30 min
$250
A live introduction to ITINs: who needs one, how they're issued, and the common client situations you'll meet.
Step 04
7 hr 33 min in
Step 04 Recorded course· Required· 7 hr 3 min
$500
Step-by-step W-7 preparation for each applicant type, the documents the IRS accepts, and how to avoid rejections.
Step 05
From here you have the skills for supervised paid work, while you finish the rest of the pathway.
Step 06
Step 06 Live class· Optional
$150
Bring real-world scenarios and review W-7 packs with your instructor.
Step 07
16 hr 5 min in
Step 07 Recorded course· Required· 8 hr 32 min
$650
How the CAA program works, identity and document verification, and the obligations CAAs carry.
Step 08
Step 08 Recorded course· Optional· 3 hr 33 min
$150
The IRS rules for practitioners: due diligence, conflicts, client records and professional conduct. Shared with the EA Track.
Step 09
Issued automatically when you finish the required items, with a public verification link.
Step-by-step W-7 preparation for each applicant type, the documents the IRS accepts, and how to avoid rejections.
$500
No account needed. Sign in if you have one.
New orientation calls are added regularly. Check back soon, or apply to enroll and we'll be in touch.
