Annual Federal Tax Refresher (AFTR) 6 Hours
This 6-hour online video course follows the IRS outline for the Annual Federal Tax Refresher (AFTR). This course will follow the three domains exactly to ensure all topics and domains in the AFTR are thoroughly covered. Presented by CPA, Attorney and Professional Tax Speaker - Dr. Bart Basi along with CPA and Attorney Roman Basi - this Annual Federal Tax Refresher will take you on a deep dive of the 1040 to make sure you have all the information you need. This course will satisfy the AFTR requirement for all non-exempt preparers.
This course must be completed by December 31st 2022 to receive AFTR credit towards your Record of Completion.
Included in this program:
6 Hours Annual Federal Tax Refresher (AFTR)
Immediate access to the program soon as you purchase
An email will be sent to you with instructions on how to access your program
Program is split up into 50 minute video segments
We report your hours of completion to the IRS
*Note: the AFTR course requires a 100 question exam with a passing score of 70%
You must complete the Exam in one continuous sitting with a 3 hour time limit.
AFTR course and exam must be completed in its entirety by December 31st 2022 to receive AFTR credit in your PTIN Account.
What is the benefit to me of participating in the Annual Filing Season Program (AFSP)?
- Your name will be included in the Directory of Federal Tax Return Preparers with Credentials and Select Qualifications that will be available January.
- You will have limited representation rights for returns you prepare and sign.
- You will be encouraged to remain current with changing tax laws.
- You will receive the AFSP – Record of Completion that shows clients and potential clients that you are a well-educated tax preparer who is dedicated to your chosen profession.
What is the deadline to complete the Annual Filing Season Program (AFSP)
The approved continuing education program must be completed within the calendar year to qualify for the filing season.
What are the requirements to achieve an Annual Filing Season Program Record of Completion?
Completion of courses from an IRS approved required will satisfy the completion. The yearly requirements for Non-Exempt status tax preparers is 18 hours. Which consists of a 6 hour Annual Federal Tax Refresher (AFTR), 10 hours of federal tax law and 2 hours of ethics. The yearly requirements for Exempt status tax preparers is 15 hours. Which consists of 10 hours of federal tax law, 3 hours of tax law updates, and 2 hours of ethics. For more information please view the following IRS document. CLICK HERE
Who may participate in the program?
Anyone with a PTIN is eligible to participate in the program. CLICK HERE to see the IRS FAQ for further details.