Caution:

It is very important that you enter the Batch Number correctly at this point. There is no way to change a Batch Number once it is entered, so if you make a mistake on the Batch Number and begin entering the applications, you will have to delete each record you have entered and do it all over again under the correct Batch Number. The biggest margin for error lies in numbers and/or letters that look similar: “1” vs. “I”, “2” vs. “Z”, “Y” vs. “4”, etc.

Click the “Go to Form” button to open the Form 8802 input screen. When the input screen appears, sight verify that you are on record 1 of the batch. If you are not on record 1, you may have input the batch number incorrectly.

Entering Information from Form 8802: The “Form 8802 Application” entry screen is where clerical enters all the information that we input during ICP. Enter data as indicated in paragraphs (5) through (16) below. The number one rule to remember when entering ICP is “Punch as shown”. This means that you enter everything exactly as you see it on the application, especially when it comes to the applicant’s name. Even if you think the taxpayer misspelled their name, do not correct it. Enter it as it is written on the application. The only exceptions to this rule are:

When entering addresses, use the USPS Address Abbreviations when entering all domestic addresses.