Annual Federal Tax Refresher eBook

CE Credits:  6 AFTR

Deadline: LTP encourages you to complete this course by December 29th to allow time for reporting credits and any support. The IRS deadline to complete is December 31st*. 

The 2023 Annual Federal Tax Refresher (AFTR) course is intended to prepare the individualfor the 2024 filing season. . This course covers the latest tax law changes and current tax issues, as well as practice and professional responsibility. This course follows the 3 domains that are set annually by the IRS. They include:

1: New Tax Law/Recent Updates

2: General Review

3: Practices, Procedures and Professional Responsibility

This course contains the 100 questions 3-hour time exam and needs to be completed with a score of 70% or better.

*The IRS deadline to complete this course is December 31st at midnight your local time, however, keep in mind our office will be closed on 12/31. Hours that are completed by the IRS deadline will be reported on the following business day.



How do I obtain an AFSP – Record of Completion?

1. Take 18 hours of continuing education from IRS-Approved CE Providers, including:
– a six (6) hour Annual Federal Tax Refresher (AFTR) course that covers filing season issues and tax law updates, as well as a knowledge-based comprehension test administered at the end of the course by the CE Provider;
– ten (10) hours of other federal tax law topics; and
– two (2) hours of ethics.
2. Have an active preparer tax identification number (PTIN).
3. Consent to adhere to specific practice obligations outlined in Subpart B and section 10.51 of Treasury Department Circular No. 230.
Who is exempt and able to obtain the AFSP – Record of Completion without taking the Annual Federal Tax Refresher course?
–  Anyone who passed the Registered Tax Return Preparer test administered by the IRS between November 2011 and January 2013.
–  Established state-based return preparer program participants currently with testing requirements: Return preparers who are active registrants of the Oregon Board of Tax Practitioners, California Tax Education Council, and/or Maryland State Board of Individual Tax Preparers.
–  SEE Part I Test-Passers: Tax practitioners who have passed the Special Enrollment Exam Part I within the past two years.
–  VITA/TCE volunteers: Quality reviewers, instructors, and return preparers with active PTINs.
–  Other accredited tax-focused credential-holders: The Accreditation Council for Accountancy and Taxation’s Accredited Business Accountant/Advisor (ABA) and Accredited Tax Preparer (ATP) programs.

I meet one of these exemptions. How do I obtain an AFSP – Record of Completion?

Course Details Included in this course
Title: 2023 Annual Federal Tax Refresher Course ( AFTR)
Level: Intermediate
Delivery Method: Self-studyTo earn certificate of completion:

• Pass Final with 70% (or better)
• Complete course survey

• eBook
• Videos
• AFTR Final Exam


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