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Annual Federal Tax Refresher Course (AFTR) for Annual Filing Season Program (AFSP) tax preparers Cost | Hours: $40  |  6 CPE hours enroll now
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Text included: Yes (PDF ebook) View outline
Valid for:  AFSP | Tax preparers
 Not valid for:  RTRP | EA | CPA | Others

Looking for the Annual Filing Season Program (AFSP)?  The Annual Federal Tax Refresher (AFTR) course is just one part of the AFSP.  Non-exempt tax preparers need a total of 18 CPE hours, including this 6 hour AFTR course.  

Fun CPE Course No. PWX8017

Text Included: Annual Federal Tax Refresher Text (136 pages, including Appendix)

All AFSP courses must be completed by December 31st

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

Subject classification: Taxation

Exam questions: Review - 24 | Final - 100

Prerequisites: None

Advance preparation: None

Course level: Basic

Course last updated: May 16, 2017

Summary:  Each year, various limits affecting income tax return preparation and tax planning are affected by inflation-related changes. In addition, new tax laws come into being that may significantly affect taxpayers’ income tax liability. This course will examine many of those changes. 

The 2017 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.

Learning objectives:  Upon completion of this course, you should be able to:

  • Apply the inflation-adjusted and other limits to the proper preparation of taxpayers’ income tax returns;
  • Apply the inflation-adjusted and other limits to the proper preparation of taxpayers’ income tax returns;
  • Calculate taxpayers’ additional tax liability resulting from the Medicare tax, net investment income tax and individual shared responsibility payment;
  • Recognize the federal income tax filing statuses and the criteria for their use;
  • Identify the types of income that must be recognized;
  • Apply the tax rules to the various credits and adjustments to income available to taxpayers;
  • Recognize the penalties that may be imposed on a preparer for failing to meet ethical and practice standards in preparing tax returns; and
  • Identify the duties and restrictions imposed on tax preparers under Circular 230.

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.

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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.