AFSP 18-Hour Bundle for Non-exempt Tax Preparers

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The IRS Annual Filing Season Program (AFSP) aims to recognize the efforts of non-credentialed return preparers who aspire to a higher level of professionalism. Tax Preparers who complete 18 hours of CE annually, including a six hour AFTR course will receive an Annual Filing Season Program – Record of Completion from the IRS.

Note:If you are an Exempt Tax Preparer, Click here for your 15 Hour AFSP Bundle

The AFTR Course is currently unavailable, as the IRS deadline is 12/31 each year for the coming tax season. Our AFSP Products will be available later this summer – contact us here to get an email update when they become available!

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Product Description

Please note:

  • These courses are not webinars

  • We provide all students with a free Tax Law Update once the IRS issues updates

  • Most CE seminars qualify for EA CE

  • Prior tax preparation experience/knowledge is suggested

  • The Income Tax School will provide support for this product and all other CE through 12/28 each year. We highly recommend completion of this course prior to 12/28 to ensure the following support:

    • Instructor

    • Administrative

    • Technical

Course features:

  • Online, self-study beginner tax course
    • Study anywhere/anytime with an internet connection
  • All reading material is viewable online with optional PDF downloads
  • Academic support from tax school instructors provided by email
  • Automatic grading with instructional feedback
  • Certificate of Completion
    • Emailed upon completion with a final passing grade of 70% or greater
  • Approved by Internal Revenue Service (IRS) Office of Professional Responsibility (OPR)

About this course package:

  • 6 hour AFTR course
    • Includes 100 question comprehension test (3-hr timed test)
  • Plus 12 hours of CE
    • Automatically includes the following 6 hours of CE:
      • 3 hours, Affordable Care Act
      • 2 hours, Ethics
      • 1 hour, Understanding Financial Reporting
    • Please choose 2 additional seminars to make up the additional 6 hours of Federal tax law topics from a variety of topics
  • Must be completed with a passing score by 12/31 each year for it to be accepted by the IRS.

Click here for IRS Annual Tax Refresher Course (AFTR) Course Outline

Affordable Care Act Learning Objectives:

  • Identify features of the Affordable Care Act (ACA)
  • Identify ACA exemptions allowed
  • Calculate Shared Responsibility
  • Identify employer’s responsibilities in regard to ACA

Ethics Learning Objectives:

  • Be able to describe professional responsibilities in tax return preparation
  • Learn the actions necessary to maintain client confidentiality
  • Understand the requirements to practice before the IRS
  • Publication 470 and Circular 230 are covered
  • Practice scenarios included to provide situations and possible practical resolutions

Understanding Financial Reporting Learning Objectives:

  • Create a balance sheet and reconcile the owner’s equity account
  • Identify the asset, liability, revenue, and expense accounts in the general ledger
  • Recognize the various accounts on a balance sheet
  • Construct financial reports for sole proprietors filing a Schedule C (From 2040)
  • Review the Schedules M-1, M-2, and M-3 for Forms 1065, 1120, and 1120S
  • Calculate common financial ratios used to analyze the financial health of a business

For descriptions on all of our CE courses, click here.

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1 review for AFSP 18-Hour Bundle for Non-exempt Tax Preparers

  1. Judy

    The study of this course was extremely helpful to me as a Tax Preparer.



The AFTR is a short federal tax refresher course for experienced tax preparers and will not enable a person who is not an experienced tax preparer to learn how to prepare income tax returns. If you are interested in becoming a tax preparer, you should consider theComprehensive Tax Course.

How Do I Qualify for the Annual Filing Season Program (AFSP)?

  • You must have an active PTIN.
  • You must complete 18 hours of continuing education (CE) by December 31st annually, using an IRS Approved Provider.

Here is the breakdown of credit hours for non-credentialed/non-exempt or unenrolled preparers who want an AFSP – Record of Completion:

  • 18 hours of CE annually from an IRS Approved Provider include the following:
    • 6 hour Annual Federal Tax Refresher (AFTR) course with a comprehension test
    • 10 hours of Federal tax law topics
    • 2 hours of Ethics education

Am I Exempt from the Annual Federal Tax Refresher Course?

Tax return preparers who have successfully completed one of the following national or state tests would be exempt from taking the AFTR course with a comprehension test.

  • Registered Tax Return Preparers (RTRP)
  • Oregon/California and other state based return preparer testing programs
  • Accredited Tax Preparers through Accreditation Council for Accountancy/Taxation
  • Part 1 of the Special Enrollment Exam during 2 year eligibility window
  • Successful VITA program reviewers and instructors

What If I©m a Credentialed Tax Professional or in the Exempt Group Above and Want to Qualify for the Annual Filing Season Program?

Credentialed tax professionals (CPAs, attorneys, Enrolled Agents, Enrolled Retirement Plan Agents, and Enrolled Actuaries) or the exempt group listed in the section above must have 15 hours of CE from an IRS Approved Provider to qualify for the AFSP annually. No CE credit will be given to Enrolled Agents for completing an AFTR course.

  • Credentialed or Exempted Tax Preparers must complete 15 hours of CE annually from an IRS Approved Provider to qualify the AFSP.
  • The 15 hours of CE includes the following:
    • 3 hours of Federal tax updates
    • 10 hours of Federal tax law topics
    • 2 hours of Ethics education

Still not sure if you are exempt or non-exempt?

  • Click Here for More Student FAQs

  • Refund Policy

    The Refund Policy below is applicable only for courses students purchase directly from The Income Tax School or Peoples Income Tax School. Students who purchase any courses through third party schools or other organizations must address all refund issues with the entity through which they made that purchase. Please note: Operator©s Starter Kit, License Renewal, Tax Practice Management Manuals (Marketing, Policies and Procedures, Personnel, and Expansion), the Guide to Start and Grow Your Successful Tax Business, and the two Business Start-up Guides are non-refundable.

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