CATEGORY: Self-study

2022 ANNUAL FILING SEASON PROGRAM (15h CE Credit)

Course Access: Lifetime
Course Overview

For the 5 courses listed below, you will receive a Certificate by email for each exam you passed with 70% or more, we will report your CE Credit hour to the IRS. 

The IRS will send you a Certificate of Completion for (2022 AFSP) once you complete and passed all 5 exams. 

  • Home Office Deduction (3h CE Credit)
  • Tax Return Prepares Ethical Issues (2h CE Credit)
  • Section 199A Pass-Through Deduction (3h CE Credit)
  • Updated Earned Income Credit (3h CE Credit)
  • Education Tax Benefits (4h CE Credit)

Annual Filing Season Program, AFSP.

This voluntary program
recognizes the efforts of tax return preparers who are generally not attorneys,
certified public accountants (CPAs), or enrolled agents. The IRS issues
an AFSP Record of Completion certificate to return
preparers who obtain a certain number of continuing education hours in
preparation for a specific tax year.

 

 

Among the benefits of
obtaining this credential are the possibility of representing clients for which
an AFSP Record of Completion holder prepared returns, and to be listed on the
IRS’ website as such one holder.

To receive a Record of
Completion for filing season 2021, all continuing education must be finished by
December 31, 2021.

Depending on certain
factors, a tax return preparer will need to obtain a certain amount of continuing
education hours from an IRS-approved CE provider according to the
following chart
:

Course
Category

Exempt
Preparers

Non-exempt
Preparers

AFTR (*)

N/A

6

Federal Tax Law

10

10

Federal Tax Law Updates

3

N/A

Ethics

2

2

(*) The
Annual Federal Tax Refresher (AFTR) course is a 6-hour course covering
general filing season issues and new tax law updates.  It requires
a mandatory, three-hour, 100 question test to ensure comprehension of the
materials. All questions are multiple choice format and the student must
answer a minimum of 70% correctly to pass the course and get continuing
education credit.

   Exempt Preparers are the following:

  • Anyone
    who passed the RTRP test administered by the IRS between November 2011 and
    January 2013.

 

  • Return
    preparers who are active registrants of the Oregon Board of Tax
    Practitioners, California Tax Education Council,
    and/or Maryland State Board

 

 

 

of
Individual Tax Preparers.

  • SEE Part I Test-Passers who have passed it within the past two years.
  • VITA
    volunteers

  • Other accredited tax-focused credential-holders: The Accreditation
    Council for Accountancy and Taxation’s Accredited Business
    Accountant/Advisor (ABA) and
  •  Accredited Tax Preparer (ATP) programs.

 

All others are
considered Non-exempt Preparers

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