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Annual Federal Tax Refresher (AFTR) Self-Study

Summary

Completion of the Annual Federal Tax Refresher course (AFTR) is a necessary step in obtaining an Annual Filing Season Program—Record of Completion. This Annual Federal Tax Refresher course covers federal tax law topics in three domains: New Tax Law/Recent Updates; General Review; and Practices, Procedures and Professional Responsibility. To engage in limited practice, an unenrolled preparer must agree to adhere to the practice requirements of Circular 230, Subpart B and section 10.51. This AFTR course provides the information necessary to pass the examination and obtain the AFSP - Record of Completion.

Objectives

Upon completion of this course, you will be able to:

  • Recognize new law provisions effective for the current tax year
  • Apply new law provisions and updated limitations as appropriate for the benefit of the taxpayer
  • Identify basic taxpayer information necessary to complete an average taxpayer’s Form 1040
  • Understand preparer responsibilities in dealings with the IRS
  • Understand preparer responsibilities in dealings with clients

Course Details

This course includes an e-book and exam questions to help you earn CPE. CPE is issued after the exam is successfully completed.






   

Presented by:

How to Earn CPE

To receive credit for this self-study course, you must successfully pass the course exam with a score of 70% or better.

Self-study courses and exams generally expire one year from the date of purchase. The AFTR course expires on December 31 of each year as required by the IRS.

Cancellation Policy

​Because this is an online education offering, it is nonrefundable.

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