ITIN Pro

This first section creates only a contact shell. Do not enter tax facts here.

Contact first nameContact last nameContact emailPreferred language

Contracting-party boundary

The independent provider—not ITIN Connect or ITIN Pro—is the tax-service contracting party and is responsible for professional judgments, fees, signatures, and submission.

Provider-taxpayer engagement confirmedI confirm our signed agreement identifies this provider as the contracting party and ITIN Pro only as the technology host.Privacy notice evidence recordedThe taxpayer received and accepted the displayed language and version.Section 7216 consent evidence recordedThis is separate from general terms and identifies this provider and the configured processing purposes.

Signed engagement artifact reference

Optional AI-assisted processingUnchecked by default. If declined, the provider can continue using the manual workflow.

Tax-data gate closed

Complete every required item above before entering a date of birth, W-7 reason, document, or other tax information.

Applicant first nameApplicant last nameDate of birthDraft W-7 reason for provider reviewVerified provider authority

Provider determination required

All populated fields and potential mismatches remain drafts until an authorized preparer reviews them. ITIN Pro does not make the final determination.

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