Fulfill the Annual Filing Season Program requirements with ANY of our IRS-Approved courses. The 6-hour Annual Federal Tax Refresher and 2 hours of ethics are included, but YOU choose the rest.
This IRS-approved 18-Hour Non-Exempt AFSP Choose Your Own Package is designed to help tax preparers fulfill the Annual Filing Season Program (AFSP) requirements and stay up to date on the latest tax laws. The package includes 6 hours of the Annual Federal Tax Refresher (AFTR) course and 2 hours of ethics, but you choose which 10 hours of Federal Tax Law Topics suit your needs.
Each course in this package covers significant changes and topics. Beyond Federal Tax Law Updates and Ethics, you can choose from 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
- 2023 Ethics Circular 230 (2 Credit Hours of Ethics)
- 2023 Annual Federal Tax Refresher Course (6 Credit Hours of AFTR)
Here Are Some of The Courses You Can Choose to Complete the 10 Hours of Federal Tax Law Topics
- 2023 Business Entity Selection and Tax Advantages & Real Estate Tax Laws (2 Credit Hours of Federal Tax Law)
- 2023 Estate Planning and Tax Preparers (2 Credit Hours of Federal Tax Law)
- 2023 Tax Outlook and Hot Topics (2 Credit Hours of Federal Tax Law)
- 2023 Understanding Critical Forms, Schedules, Credits, and Deductions (2 Credit Hours of Federal Tax Law)
- 2023 Form 1040 or 1040-NR – Which form do you file? Part 1: Immigrants & Non-resident Aliens (2 Credit Hours of Federal Tax Law)
- 2023 Form 1040 or 1040-NR – Which form do you file? Part 2: US Citizens & Resident Aliens (2 Credit Hours of Federal Tax Law)
- 2023 The Importance of Client Engagement Agreements (2 Credit Hours of Federal Tax Law)
- 2023 Common Questions and Tax Updates (1 Credit Hour of Federal Tax Law)
- 2023 Common Mistakes and Missed Opportunities on Tax Returns (1 Credit Hour of Federal Tax Law)
- 2023 The Latest on Credit and Deductions (1 Credit Hour of Federal Tax Law)
- And more
The learning objectives of this course are:
- Apply the latest changes to federal tax law to prepare tax returns.
- Follow practices, procedures, and professional responsibility standards.
- Define Circular 230 and understand its purpose.
- Understand the conflict-of-interest rules under Circular 230.
Benefits of Taking This Course
- Earn 18 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 you need to prepare accurate and timely tax returns.
- Improve your chances of success as a tax preparer.
This course is perfect for:
- Unenrolled tax return preparers who need to complete their 18 hours of continuing education for the IRS Annual Filing Season Program (AFSP).
- Enrolled agents (EAs), certified public accountants (CPAs), and other tax professionals who need to stay up to date on the latest tax laws and regulations.
- Anyone who wants to learn more about federal tax law and how it affects taxpayers.
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.
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.
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.
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.
Here's a step-by-step guide to get an AFSP Record of Completion.
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.
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.
Active PTIN: Make sure to renew your Preparer Tax Identification Number (PTIN).
Compliance Consent: Agree to follow the rules in Circular 230.
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 email@example.com 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.