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AFSP/exempt Tax CE Package # 5

Course package for tax prep AFSP annual IRS program for the non exempt tax preparer Cost | Hours: $73 |  15 CPE hours
2017 updated badge
Text included: Yes (PDF ebook) 
Valid for: AFSP - exempt tax preparers | RTRP 
 Not valid for:    EA | CPA | Others

Courses shown are for next year's (2018) tax season.  CPE courses must be completed by December 31, 2017 to obtain the Annual Filing Season Program Record of Completion for the 2018 tax season.

Meets the AFSP Exempt classification for state registered return preparers (OR, CA CTEC, MD), ACAT credentialed preparers (ABA & ATP) and preparers who passed the RTRP exam before the RTRP program was discontinued.  View details of the Exempt classification here.

AFSP Exempt CPE requirements for 2017:  Exempt tax professionals need

  •   3 hours Tax Law Update
  • 10 hours any Federal Tax Law courses
  •   2 hours Ethics
  • 15 hours total

Deadline:  All courses must be completed by 12/31/17 to obtain the AFSP Record of Completion.

To quickly add the courses in this package to your cart,

  • Go to our Course Catalog here (opens in a new window)
  • Click on PKG #5: AFSP-15 hours (left side of screen)
  • Click "add to cart" for each one
  • Then, click Checkout

Scroll down this page to see a visual walk through of the checkout process.

Tax CE Package # 5 is made up of 4 courses:

 Course Name




Federal Tax Update CourseFederal Tax Law Update (PWX1017)
View outline 




Tax Return Preparer Ethical Issues CE courseTax Return Preparer Ethical Issues (PWX9017)
View outline



EIC tax course for AFSP tax preparationEarned Income Tax Credit (PWX0217)
View outline




Retirement Plan Taxes for AFSP Tax Preparer coursesTax Treatment of Retirement Plans (PWX6017)
View outline










Walk through of the checkout process

Step 1--Click here to go to the Course Catalog (opens in new window)

Step 2--Click "Pkg #5: AFSP-Exempt"

 checkout step1 pkg5

Step 3--Click "Add to Cart" for each course

 checkout step2 pkg5

Step 4--Click "Checkout" and follow the prompts



Format: Interactive self-study | 50-minute hour credit

Prerequisites: None

Advance preparation: None

Course level: Overview

Course last updated: January 12, 2017

Learning objectives: Click on "View Outline" (above) for each course to see learning objectives and outline of course material.

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