Notes before using form.

  • The form will take 10-20 minutes to complete. 
  • If you do not know the answer to a question, please select “⚠️ I don’t know.” 
  • If you have any “⚠️ I don’t know” answers, you will be able to ask a WISP technician to assist you after you fill everything out.
  • Selecting “Fail” does not automatically disqualify the WISP itself from being compliant.
  • The information needs to be accurate & truthful.
  • After the form is completed, a WISP specialist will use the information provided and generate an IRS compliant WISP and deliver to you via email.
  • It takes us 1-3 business days to take this information and create a WISP.
  • You only need to submit this form once, we can update pieces you need help with or correct later.
Create WISP Intake Form
Step 1 of 7
Include LLC, PA, etc. If a DBA, put the DBA name.
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