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IRS Acceptance Agent application document upload

Official requirement

Add each required file. Conditional files are marked optional.

Requirement verified August 11, 2026 · Sources: Internal Revenue Service ↗; Internal Revenue Service ↗

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Required files

Acceptance Agent application document

PDF/JPG/PNG · ≤15 MB
  • Keep every page of a PDF in portrait orientation.
  • Use a simple filename without the special characters rejected by the IRS upload tool.
  • After submitting, do not upload more documents unless an IRS letter specifically requests them.
Optional or conditional files (1)

Additional Acceptance Agent document

Only if it applies to youPDF/JPG/PNG · ≤15 MB

0/1 files ready

Sources disagree on this

  • required-document checklist

    Required uploads depend on the organization, the responsible parties, whether the applicant seeks CAA status, and whether the IRS has issued a follow-up notice.

    How we handle it: Prepare the application or notice-specific document in the required slot and use additional slots only for documents requested by the live application or an IRS letter.