AFSP Exempt Tax CE Package # 5

Now available:  for 2020 tax year to be used for the 2021 upcoming tax season

Course package for tax prep AFSP annual IRS program for the non exempt tax preparer Cost | Hours: $79  |  15 CPE hours

Sign up for AFSP courses to meet the Exempt classification, including RTRP holders

(See directions below
for walkthrough of 
enrollment process)

Text included: Yes (PDF ebook) 
Valid for: AFSP - exempt tax preparers | RTRP 
Not valid for:    AFSP-non exempt (take pkg # 6)

Courses shown are for next year's (2021) tax season.  CPE courses must be completed by December 31, 2020 to obtain the Annual Filing Season Program Record of Completion for the 2021 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 2020 (2021 Filing Season):  Exempt tax professionals need

Deadline:  All courses must be completed by 12/31/20 to obtain the AFSP Record of Completion.

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

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

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

 Course Name




Federal Tax Update CourseFederal Tax Law Update (PWX1020)
View outline 




Tax overview course as part of IRS AFSP Tax Preparer program1040 Overview (202120)
View outline




EIC review CE course for AFSP Tax Preparer's Record of Completion from the IRSEIC Due Diligence (PWX0220)
View outline




Trump's Tax Cuts & Jobs Act course as part of the AFSP packageTax Cuts & Jobs Act (PWX1420
View outline



Tax Return Preparer Ethical Issues CE courseTax Return Preparer Ethical Issues (PWX9020)
View outline
Ethics  $14








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

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General information

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

Prerequisites: None

Advance preparation: None

Course level: Overview

Courses last updated: May 2020

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