1. Customer Handout - "What to do to apply for an ITIN through our office":

   This very specific handout in Spanish (with an English translation provided) will assist the customer upon the first visit to your office in understanding the specifics of requirements to apply for an ITIN.


2. Customer Handout - "Important Information About Your ITIN Application":

   This handout in Spanish (translation provided in English) is to be given to the client after the tax return and ITIN application is completed.

3. Power point Slide Show:

   This Power point training highlights different types of international ID's pointing out the document numbers, expiration dates, issue dates and other relevant information. It can be used as a training tool or downloaded on each preparer’s computer to be used a reference when checking documents for W-7 acceptance.

4. Mailing label program:

   These labels are pre-set with the current mailing address for the ITIN unit. You can change that address easily if needed.

5. Posting:

   Flow-Chart W-7 Process: This handy reminder chart in English and Spanish can be posted next to your preparer's computers or on the desk top as a visual reminder of the key steps in the ITIN application process. This simple method can greatly reduce careless mistakes by keeping important steps in sight and in mind.

6. ITIN Client Folder Checklist:

   This checklist is provided in duplicate format so that you can cut along the dotted line and have three checklists per page. Use these to attach to the ITIN packet for a quick view of contents.

7. ITIN Application Log:

   Taking the time to utilize this log will provide you with an ongoing reference for critical information.

8. Rejection Flow Chart:

   In the unhappy event of a rejection, this flow chart shows your preparers how long the standard wait times for handling these types of problems.

9. Signs:

   In Spanish (with English translations provided) that you can simply enlarge and post. Cut and paste to choose from a variety different wording options for walls and windows.

10. Fax Cover Sheet:

    In Spanish (with English translation provided) with instructions concerning Power of Attorney signatures to ensure communication clarity.

Print as many copies as you like of these documents, all in Microsoft Word/Powerpoint/Excel Format.