Identification is only one part of the packet. Before requesting copies of every document you own, tell the preparer why the number is needed. A return-based application, a property transaction and a scholarship exception can call for different tax-purpose evidence.
For the normal route, keep the completed federal return with Form W-7. If you claim an exception, use the applicable W-7 table to identify the exact supporting records.IRS A general statement that a bank wants a tax number should not be treated as the evidence for every exception.
Keep the payer request, property contract or school letter in its original form. Highlight the relevant holder, year and transaction for your reviewer. If someone asks for more evidence, it is easier to find when it has a clear job in the packet.
A first-time application and a renewal should also be distinguished at the start. Give the preparer an earlier ITIN notice or IRS correspondence so an existing number is not overlooked while assembling new identification.
If you already have a number, use the ITIN expiry guide before preparing a first-time application.