Prerequisites - Active IRS issued PTIN
Our complete, 18-hour course bundle consists of a 6 Hour Annual Federal Tax Refresher (AFTR) course and a comprehensive test, 10 Hours of Federal Tax Law, and 2 Hours of Ethics.
Tax preparers who complete this program will receive an Annual Filing Season Program Record of Completion from the IRS. AFSP participants are included in a public database of return preparers on the IRS website. AFSP Participants will also have limited rights to represent clients -whose tax returns they prepared and signed- with the IRS.
Return preparers in the following categories are exempt from the AFTR course requirement:
To obtain the AFSP Record of Completion these return preparers will have to:
For a complete list of the AFSP requirements for exempt individuals, please visit at the IRS website Reduced Requirements for Exempt Individuals.
For more information regarding the IRS Annual Filing Season Program (AFSP), please visit: www.irs.gov/Tax-Professionals/Annual-Filing-Season-Program
|Program Number||Program Name||Credits|
|DXDBV-A-00255-23-S||2023 Annual Federal Tax Refresher (AFTR) *||6|
|DXDBV-E-00224-22-S||IRS Practice Series: Conflicts of Interest||2|
|DXDBV-T-00233-23-S||1040 Preparation and Planning 9: Standard Deduction and Itemized Deductions||3|
|DXDBV-T-00234-23-S||1040 Preparation and Planning 11: Tax Credits||2|
|DXDBV-T-00249-23-S||Preparing Form 706 the Federal Estate Tax Return||2|
|DXDBV-T-00235-23-S||Preparing Form 709 the Federal Gift Tax Return||2|