2019 Annual Federal Tax Refresher Course (IRS)

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Not Enrolled
Price
$150.00
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The Annual Filing Season Program is a voluntary continuing education program for tax return preparers. Preparers who complete the program receive an Annual Filing Season Program – Record of Completion. The IRS permits anyone with a preparer tax id number (PTIN) to prepare tax returns for compensation, but will not allow all unenrolled PTIN holders to represent clients before the IRS. An unenrolled tax return preparer must complete the 6-hour IRS Annual Federal Tax Refresher Course (AFTR) including the final exam, along with additional Continuing education, to receive an AFSP record of completion.

With an AFSP record of completion you have limited representation rights, meaning you can represent clients during an examination of a return that you signed or prepared. AFSP participants are included in the directory of Federal Tax Return Preparers with Credentials and Select Qualifications. Preparers must complete the AFTR course and test by December 31, 2018.

The following video-based course and reference materials cover the information in all three domains – Provisions of the Tax Cuts and Jobs Act, General Review, and Practices, Procedures and Professional Responsibility.

Course Content

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Provisions of Tax Cuts and Jobs Act 6 Topics
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Lesson Content
0% Complete 0/6 Steps
1.1 General Topics – 11:27
1.2 Income/Adjustments to Income – 10:34
1.3 Schedule C Provisions -24:25
1.4 Itemized Deductions Schedule A – 27:38
1.5 Credits – 10:52
1.6 Overview Topics – 55:00
Practices, Procedures and Professional Responsibility 7 Topics
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Lesson Content
0% Complete 0/7 Steps
3.1 Tax-Related Identity Theft – 7:43
3.2 Safeguarding Taxpayer Data – 10:07
3.3 Overview and Expiration of Individual Taxpayer Identification Numbers (ITINs) – 5:09
3.4 Preparer Penalties – 8:28
3.5 Due Diligence in Tax Preparation – 11:59
3.6 E-file Requirements – 11:09
3.7 Annual Filing Season Program Requirements – 7:48
2019 Annual Federal Tax Refresher Final Exam

Course Details

Prerequisites: None

Field of Study: Annual Federal Tax Refresher

Credit Hours: 6

IRS ID: 6PPE6-A-00072-18-S

Course Level: Basic

Delivery Method: Self-Study

Certificate: Yes

Course Materials: Click Here to View

Course Evaluation Form: Click Here to Fill Out