AFSP Course Descriptions
18-hour AFTR Tax Preparer Package
This package satisfies the full continuing education requirement to be eligible for the IRS Annual Filing Season Program Record of Completion for PTIN holders who are required to complete the 6-hour AFTR course. It includes courses listed below, which satisfy the following categories:
- Annual Federal Tax Refresher - 6 hours
- Federal Tax Law - 10 hours
- Ethics - 2 hours
All course materials are provided as PDF files that can be downloaded from your account immediately after purchase, exams are administered online and are accessed by logging in to your account. The IRS requires a passing score of 70% for each course.
Sequoia CPE is an IRS Approved Continuing Education Provider, our provider ID is XE26W.
All AFSP courses were required to be completed by 12/31. Courses for next year will be available Summer 2022.
See Am I Exempt? if you are unsure whether this is the correct package for your requirements.
2022 Annual Federal Tax Refresher
|Each year, various limits affecting income tax return preparation and tax planning are affected by inflation-related changes. In addition, various laws passed to address the financial consequences of the coronavirus pandemic significantly affect tax planning and may also affect taxpayers’ income tax liability. This course will examine many of those changes.
The Annual Federal Tax Refresher course is designed to meet the requirements of the IRS voluntary Annual Filing Season program. It discusses new tax law—including various tax extenders—and recent updates for the 2022 filing season, provides a general tax review, and examines important rules governing tax return preparer ethics, practices and procedures.
|In organizing this course, the term domain is used in place of the more common chapter to more closely follow the language of the IRS Annual Federal Tax Refresher course outline.|
IRS Program Approval Number: 0JQJU-A-00052-21-S
10-Hour Federal Tax Topics
|This course is designed to meet the 10-hour federal tax law requirement for the Annual Filing Season Program (AFSP).
This course will guide you through the ins and outs of maximizing business deductions for car expenses, travel, meals, and home offices. It includes detailed, clear explanations and practical examples of how the tax law is applied. This course also covers the tax implications of selling a home, as well as the investment of a second home for personal or rental purposes.
IRS Program Approval Number: 0JQJU-T-00055-21-S
2-Hour Ethics for Tax Preparers
|This course discusses various frivolous tax arguments and scams in relation to a federal tax preparer’s ethical obligations under IRS Circular 230. Additional information is provided on the civil and criminal penalties that can apply to your clients and the various penalties that can apply to you, the tax preparer, that violates ethical standards and your obligations under Circular 230.|
IRS Program Approval Number: 0JQJU-E-00053-21-S