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Course Level :Basic
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Credits :6
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Instructional Method :QAS Self Study
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Pre-requisites :None
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Advance Preparation :None
This AFTR course is a high-level, basic 1040 “refresher” course focusing on tax law pertaining to the preparation of 2021 individual tax returns. The 6-hour Annual Federal Tax Refresher (AFTR) Course includes 3-hours of exam containing 100 questions which was first introduced by IRS in 2015 as a part of the Annual Filling Season Program. This course is necessary for non-credentialed tax preparers (preparers that are not CPAs, EAs, CFPs, and Attorneys) that wants to obtain IRS Annual Filling Season Program (AFSP) - Record of Completion.
It has been designed to encourage non-credentialed tax preparers and to be aware about the latest legislation changes regarding tax law. This 2022 Annual Federal Tax Refresher course is designed to meet the requirements of the IRS Annual Filing Season Certificate program. It discusses new tax law and recent updates for the upcoming filing season, provides a general tax review, and examines important rules governing tax return preparer ethics, practices and procedures.
This AFTR Course must be taken together with the test in order to earn the IRS Record of Completion. It will be an open book exam so you can access the reference material while attending the 3-hour exam. All topics in each of the three domains highlighted in the ‘Annual Federal Tax Refresher Course Outline’ document have been tested.
To qualify, the 100 question test that is administered over three hours has to be completed before the 31st of December 2021 in preparation for the 2022 financial year. Once this 6-hour AFTR course is completed, attendees will be issued a Record of Completion that they can display and use to differentiate themselves in the professional career. If we talk about representation rights, unenrolled return preparers with a valid PTIN and who hold a record of completion for BOTH the tax return year under examination and the year the examination is conducted may represent under the following conditions: Unenrolled return preparers with the necessary record(s) of completion may represent tax-payers only before revenue agents, customer service representatives, or similar officers and employees of the Internal Revenue Service (including the Taxpayer Advocate Service).
You can complete your AFSP Continuing education requirements by registering for the AFSP Package (including 6-hour AFTR Course 2022) on MY-CPE portal. You can also visit IRS Website for more information on IRS AFSP exempt/non-exempt table to know who is exempt or non exempt from taking the AFTR Course.
Please note that Enrolled Agents can take AFTR course but cannot receive IRS CE Credits for the course.
Exam Instructions
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
Trainee, Winn Publications
Paul J. Winn, CLU, ChFC has over thirty years experience in the life insurance and investment industry. As well as fifteen years as a financial writer, editor, and trainer. Paul has worked for Mutual Life Insurance Company of New York, Security Mutual Life Insurance Company, Principal Financial Group, and the Maryland Financial Corporation. Paul is a Published book author, writer & editor of major mutual life insurance company’s agent-training “university”, and the creator of more than 100 training courses in computer-based training, print and scripted classroom formats.
Welcome to my website. I am a writer of training and continuing education courses dealing principally with life insurance, health insurance, annuities and taxation.
I offer my courses and writing services in two ways, enabling clients to take advantage of distinct approaches in developing their continuing education and training libraries. These approaches involve a) licensing existing non-exclusive courses, and b) purchasing original courses written exclusively for their own use.
440 Ratings
BMH
Sep 12th, 2023
I have a great experience with the program, it really covers all the important materials that need to be known as a tax preparer. I am very satisfied with the course, and I will take the requirements courses for next tax season. Thank you.
MB
Dec 24th, 2023
The instructor was very effective and a real plus. The course was a great update and overview of changes to essential information for tax preparers. The handout will serve as a handy reference source.
LKB
Dec 25th, 2023
I particularly appreciated the stories the instructor shared that weren't necessarily identical to what was written on the handout. It gave more examples of different scenarios. Thank you!
GW
Dec 23rd, 2023
Very good. I especially appreciated the instructor's use of real life examples, applying information to real life situations, and sharing what might be on the exam.
DR
Dec 21st, 2023
Excellent course. This is the first time I have taken the AFTR course by a recorded webinar. I enjoyed it very much. I believe I will take it again next year.
