XCAPE Academy · Pathway

ITIN Specialist

Help non-residents get the U.S. tax ID they need.

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.

Book orientation

Prerequisites

Comfortable reading English-language tax forms. No prior U.S. tax experience required.

Credential

XCAPE Certificate in ITIN Practice

XCAPE certificates are internal academy credentials issued by Xcape Tax Academy. They show you completed XCAPE training and assessments. They are not IRS licences, government credentials or accredited qualifications. The Enrolled Agent credential is conferred only by the IRS after passing its Special Enrollment Examination.

Outcomes

Explain who needs an ITIN and when, and when an SSN or EIN applies instead

Prepare a complete Form W-7 with the right supporting documents for each client type

Spot the errors that get W-7 applications rejected or delayed

Understand how Certifying Acceptance Agents verify identity and documents

Apply Circular 230 standards when handling client tax matters

Curriculum

ClassRequiredIncluded

Program Orientation

Meet your cohort and instructor, and see how your pathway, schedule and payments work. Shared by all pathways.

1.Welcome, ladder & how payments unlock content · 60 min

ClassRequired$250.00

ITIN Intro Live Class

A live introduction to ITINs: who needs one, how they're issued, and the common client situations you'll meet.

1.ITIN landscape & client types · 90 min
2.Walking a W-7 end to end · 90 min

CourseRequired$500.00

ITIN Foundations: Form W-7 & Supporting Documents

Step-by-step W-7 preparation for each applicant type, the documents the IRS accepts, and how to avoid rejections.

1.Who needs an ITIN (and who doesn't) · 90 min
2.Form W-7 line by line · 120 min
3.Original vs certified documents · 120 min
4.Rejections, suspense letters & renewals · 90 min

Earn-ready point

Prepare a complete Form W-7 application under supervision

ClassOptional$150.00

W-7 Document Review Clinic

Bring real-world scenarios and review W-7 packs with your instructor.

1.Live review of anonymised W-7 packets · 120 min

CourseRequired$650.00

Certifying Acceptance Agent Practice

How the CAA program works, identity and document verification, and the obligations CAAs carry.

1.The CAA program & Form 13551 · 120 min
2.Document authentication standards · 150 min
3.Interview & record-keeping duties · 120 min
4.Audits, compliance reviews & sanctions · 120 min

CourseOptional$150.00

Circular 230 & Practitioner Ethics

The IRS rules for practitioners: due diligence, conflicts, client records and professional conduct. Shared with the EA Track.

1.Who is a practitioner · 45 min
2.Due diligence & conflicts of interest · 60 min
3.Supervision duties · 60 min
4.Sanctions and OPR referrals · 45 min

Pricing

Required total$1,400.00

Optional total$300.00

Prices are fixed when your enrolment is approved.

How it works

1. Book an orientation call for the pathway you're interested in. 2. After orientation, we review and approve your enrolment, and your prices are fixed at that point. 3. Pay for each course or class as you go, or pay for your remaining required items together as a bundle at the discount shown. 4. Study each item as it unlocks: recorded lessons, materials and live classes with your instructor. 5. Complete your pathway's required items to earn your XCAPE certificate.