You choose the IRS-approved courses to stay on top of 2024 tax changes. 3 hours of Federal Tax Law Updates and 2 hours of ethics are included, so you choose 10 hours of Federal Tax Law Related Topics!
Our 15-Hour Exempt AFSP Choose Your Package offers you the flexibility to fulfill the Annual Filing Season Program requirements with ANY of our IRS-approved courses. This unique package is designed to help you, as a tax preparer, stay current on the latest tax laws. You have the freedom to choose which 10 hours of Federal Tax Law Topics from our IRS-approved courses will best serve you and your clients.
You can choose from topics such as estate planning, entity selection, credits, and deductions, plus Form 1040, Form 1040-NR, and more. Taught by top tax professionals, including Dr. Bart Basi, Roman Basi, Lacie Henson, Doug Stives, and Monica Haven, this continuing education package counts towards your IRS record of completion.
Course Titles Included in This Package
- 2 Hours of Ethics
- 3 Hours of Federal Tax Law Updates
Here Are Some of The Courses You Can Choose to Complete the 10 Hours of Federal Tax Law Topics
- 2024 Real Estate Tax Laws and Rental Property Rules Part 1 (2 Credit Hours of Federal Tax Law, with English and Spanish, closed captioning)
- 2024 Business Entity Selection and Tax Implications (2 Credit Hours of Federal Tax Law, with English and Spanish, closed captioning)
- 2024 Mid-Year Wake-Up Call (2 Credit Hours of Federal Tax Law, with English and Spanish, closed captioning)
- 2024 Penalties, Fines, And Interest and How to Work with The IRS To Get Them Reduced And/Or Eliminated (1 Credit Hour of Federal Tax Law, with English and Spanish, closed captioning)
- 2024 Real Estate Tax Laws and Rental Property Rules Part 2 (2 Credit Hours of Federal Tax Law)
- 2024 User Submitted Questions (1 Credit Hour of Federal Tax Law, with English and Spanish, closed captioning)
- 2024 Estate & Succession Tax Laws (2 Credit Hours of Federal Tax Law, with English and Spanish, closed captioning)
- 2024 Common Mistakes On Tax Returns And IRS Pitfalls (2 Credit Hours of Federal Tax Law, with English and Spanish, closed captioning)
- 2024 My Client Has Not Filed a Tax Return in Years, Now What? (2 Credit Hours of Federal Tax Law, with English and Spanish, closed captioning)
- 2024 IRS Dispute Resolution & Installment Agreements (2 Credit Hours of Federal Tax Law, with English and Spanish, closed captioning)
The learning objectives of this course are:
- Understand the changes to the tax laws that affect the 2024 tax filing seasons.
- Understand the ethical responsibilities of tax professionals.
- Define Circular 230 and understand its purpose.
- Understand the conflict-of-interest rules under Circular 230.
Benefits of Taking This Course
- Earn 15 hours of IRS-approved continuing education credits.
- Stay up to date on the latest tax laws and regulations.
- Learn from experienced tax professionals.
- Gain the knowledge and skills to prepare accurate and timely tax returns.
- Improve your chances of success as a tax preparer.
This course is perfect for:
- Tax return preparers who need to complete their 15 hours of continuing education for the IRS Annual Filing Season Program (AFSP).
- Anyone who wants to learn more about federal tax law and how it affects taxpayers.
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The benefits for Annual Filing Season Program (AFSP) participants are:
- Your name is listed in the Federal Tax Return Preparers Directory on the IRS website with your Credentials and Select Qualifications, updated and available every January.
- You will have certain representation rights for the tax returns you prepare and sign.
- You are dedicated to remaining current with changing tax laws.
- You will receive the AFSP – Record of Completion that proves to your current and potential clients that you are a well-educated tax preparer who understands and implements the tax law updates that occur each year.
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By choosing My Tax Courses Online for your IRS-approved Continuing Education, you are:
- You can access courses taught by top tax professionals, including Dr. Bart Basi, Roman Basi, Laci Henson, Doug Stives, and more.
- IRS-approved courses are updated each year, and new courses are continually added.
- On-demand videos and materials to access
- Fast reporting – We pride ourselves on submitting your approved CE credits directly to the IRS within 7 days.
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How do I participate in the Annual Filing Season Program (AFSP)
The Annual Filing Season Program (AFSP) recognizes non-credentialed tax return preparers who are looking to enhance their professionalism. To qualify, follow these steps:
- Continuing Education: Complete 18 hours of IRS-approved continuing education, including a six-hour federal tax law refresher course with a test. If you're exempt, complete 15 hours, including 3 hours of federal tax law updates.
- PTIN Renewal: Renew your Preparer Tax Identification Number (PTIN) for the next year.
- Consent to Circular 230: Agree to follow the rules in Circular 230.
Once you finish these steps, you'll get an "Annual Filing Season Program – Record of Completion" from the IRS.
CLICK HERE to see the IRS FAQ for further details.
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Do you need 15 hours (Exempt) or 18 hours (Non-Exempt) of Continuing Education?
Most people need 18 hours, which is Non-Exempt. You're Exempt if you fall under one of these top categories:
- Passed the Registered Tax Return Preparer Test between November 2011 and January 2013.
- Are in a state-based program with testing requirements (like Oregon, California, or Maryland).
- Passed SEE (Special Enrollment Exam) Part I in the last three years.
To see the complete list of exemptions, review the following IRS document. CLICK HERE.
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Here's a step-by-step guide to get an AFSP Record of Completion.
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Education Requirement: Complete 18 hours of continuing education from IRS-approved CE Providers, such as My Tax Courses Online, and includes the following requirements:
- Take a 6-hour Annual Federal Tax Refresher (AFTR) course from an IRS-approved provider like My Tax Courses Online. Pass the course's test.
- Complete 10 hours of additional training on federal tax law topics.
- Complete 2 hours of Ethics.
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Education Requirement: Exempt participants must complete 15 hours of continuing education from IRS-approved CE Providers, such as My Tax Courses Online, which includes the following requirements:
- Pass the 3-hour federal tax law update course.
- Complete 10 hours of extra training on federal tax law topics.
- Complete 2 hours of ethics training.
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Active PTIN: Make sure to renew your Preparer Tax Identification Number (PTIN).
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Compliance Consent: Agree to follow the rules in Circular 230.
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When and how will you receive your Record of Completion?
Your Record of Completion is issued to you once all requirements are completed, which includes renewing your Preparer Tax Identification Number (PTIN) for the upcoming year and agreeing to the rules in Circular 230.
- If you have an online PTIN account, you will receive an email from taxpros@ptin.irs.gov with instructions on how to sign the Circular 230 consent and access your certificate.
- If you need an online PTIN account, you will receive a letter with instructions on completing the application process and obtaining your certificate.
