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AFSP Frequently Asked Questions (FAQ)

The following are actual questions we have received from our students.  Don't see your question asked and answered?  Please call or email us--we know the Annual Filing Season Program requirements are confusing!  

About the FunCPE AFSP courses
About the course materials

What score do I need to pass each course?

You must achieve a 70% correct or better on each course in order to pass.  All courses allow unlimited free retakes.  In accordance with the IRS requirements, you cannot see which answers you missed, if you fail the exam.  Once you pass the exam, you can view what you missed, and what the correct answer is.

What does interactive mean?

The term interactive is defined by the IRS, the AICPA and other professional organizations to describe the format of self-study courses.

Definition of an interactive course:  Interactive continuing professional education (CPE) courses are self-study courses that include three elements:
1) Course study guide.
2) Review exam with 

  • feedback to incorrect responses,
  • reinforcement feedback to correct responses and
  • at least 5 questions per CPE credit hour issued.

3) Final exam with

  • a minimum passing grade of at least 70% and
  • at least 5 questions per CPE credit hour issued.

Is there a calendar due date for course completion of AFSP courses?

Yes, all courses must by completed by December 31st in order to receive the IRS Record of Completion for the tax season starting the following January. Our standard time limit is one year from date of purchase, so this is the date that shows up as your course expiration date.  This is the FunCPE expiration date, but the IRS requires you to complete the courses by December 31st, regardless of when the course is purchased.

 

 

About the course materials

 Can I print out the exam, complete it on paper, then go online to plug in my answers and submit?

Yes for all courses except the Annual Federal Tax Refresher course, you can print out the exam, mark your answers on the paper copy and then come back to the online course system login and enter your answers. This is the procedure that most students follow.

The Annual Federal Tax Refresher course has to follow certain IRS rules, and those rules are that each time you take the test you get a different set of questions which is randomly generated. So you cannot print out that exam. For this exam only once you start the exam it is timed and you must complete the exam within three hours. You can retake the exam if you don't pass, but the next exam will have different questions on it.

None of the other exams are timed, and if you fail and retake an exam it will be the same exam you took the first time.

Do I need to go somewhere else to get the materials, or do I print them from your site?

All materials for the AFSP package courses are available online. Once you login to the course system you will have a link to print out the materials which are in PDF format. You can also read the materials online or save the file to your hard drive.

All courses are 100% open book.

How can I be sure these are the right courses to take?

The IRS recognizes four categories of courses

Tax Law Update CE credits: this is a specific category of tax courses in the IRS system. The course should be labelled "Tax Update" or "Federal Tax Law Update."

Ethics CE credits: this is also a specific category in the IRS reporting system. The course is described as in the "Ethics" category.

Annual Federal Tax Refresher Course: This is a single courses that covers a specific outline of topics prescribed by the IRS. This course has very well-defined testing requirements as well as material.  This course is not accepted for credit for Enrolled Agents, as they are required to take more advanced courses.

Federal Tax Law CE credits: This is a general category for the IRS classification, that includes any Federal Tax law CE course, other than a Tax Update or the Annual Federal Tax Refresher Course.  You can select any of the courses from our Tax Courses sections for your Federal Tax Law CE credits, except the Annual Federal Tax Refresher Course.

question about CE courses required

Questions?  Feel free to call or email us if you are not sure which courses to take.

Yes we report your CE hours to the IRS We do report your CE hours earned to the IRS electronically.  We are an approved IRS CPE provider for Enrolled Agents and Tax Preparers.

irs ce provider logo black

Which courses should I take for AFSP CPE?

As per the rules outlined by the IRS, qualifying Annual Filing Season Program CPE must be in the areas of:

  • Federal Tax Law (all AFSP)
  • Ethics (all AFSP)
  • Tax Law Update (exempt)
  • Annual Federal Tax Refresher/AFTR (non-exempt) This course only available June 1 to December 31 each year.

All FunCPE  tax courses qualify for AFSP Federal Tax Law CPE. Our ethics courses qualify for all required AFSP ethics CE.  *BUT* there are specific tax course requirements depending on whether you are Exempt or Non-Exempt.

You can:

Sign up for a tax package which includes ethics:

~ or ~

Select your individual courses using the Exempt or Non-Exempt requirements:

FunCPE exams are available online 24/7 to help you meet your CPE requirements on time. 

The Annual Federal Tax Refresher (AFTR) 6 hour course is only available June 1 to December 31 of each year.  All courses must be completed by December 31st in order to receive the AFSP designation.