Enter Acceptance Agent Information in ProWeb

Enter Acceptance Agent Information in ProWeb

To include Acceptance Agent Information for a preparer in ProWeb, from the Welcome page select:

  • Configuration
  • Preparer Setup - Select Edit next to the preparer.
  • Scroll down to the Preparer Agent Information section and enter the information in the space provided:
    • Title
    • Company Name
    • Office Code - The office code is a number assigned by the ITIN Policy Section when the application for AA status is approved.
    • IRS Agreement Date

When the information has been entered for the preparer in ProWeb, it will pull to Form W-7 in all new and existing returns prepared by the preparer.