2017 Annual Federal Tax Refresher

**This course is no longer available for credit as the Final Exam was to be successfully passed by midnight on 12/31/2016 (local time of the student). The course materials and final exam is removed and no longer available.


This Course offers the 6-hour Annual Federal Tax Refresher course (AFTR). If you wish to obtain the Annual Filing Season Program Record of Completion (AFSP), additional courses may need to be taken depending on your education requirements, please see the AFSP requirements below.

The IRS Annual Filing Season Program (AFSP) is a voluntary program for tax return preparers. It aims to recognize the efforts of non-credentialed return preparers who aspire to a higher level of professionalism.

For the 2017 AFSP Record of Completion, 18 hours or 15 hours of CE is required, based on whether a preparer is exempt from AFTR. More information about the Annual Filing Season Program, Exempt and Non-Exempt preparers, and CE Requirements can be found in the following links:

Annual Filing Season Program

Requirements for Exempt Individuals

Annual Filing Season CE Requirements

IRS Program Number: YH9W1-A-00005-16-S
CE Credits: 6 hours – (This course does not provide CE credits for Enrolled Agents)
IRS Category: Annual Federal Tax Refresher
Delivery Type: Online Self-Study
Exam: 100 Question, 3-hour Timed Exam (Only 2 attempts are allowed for this exam)

**AFTR course Final Exam must be successfully passed by midnight 12/31/2016 (local time of the student)


Course Syllabus

Course Description
This self-study course follows IRS guidelines pertaining to the Annual Federal Tax Refresher (AFTR) program. Three Domains are covered: Domain 1 New Tax Law, Domain 2 General Review of Taxes, and Domain 3 Practices, Procedures and Professional Responsibility. This is a 6-Hr tax course designed for an individual with prior tax preparation experience. This course qualifies for 6 CE credit hours in IRS Category Annual Federal Tax Refresher.

**If you wish to participate in the Annual Filing Season Program, you will need to log into your PTIN account and sign the Circular 230 Consent statement in order to participate in the Annual Filing Season Program. For steps on how to complete the consent, see the instructional video in the upper right corner of the Annual Filing Season Program web page on IRS.gov at: https://www.irs.gov/Tax-Professionals/Annual-Filing-Season-Program

Learning Objectives

  • To identify tax laws required of the Annual Federal Tax Refresher program, which is all listed in the Table of Contents for this course, located on the next page.

Course Assignments

  • Study all 3 Domains
  • Pass the Final Exam with a score of 70 percent or better
  • Answer a short Course Evaluation

Final Exam and Certification

*This course only allows a maximum of 2 attempts for the Final Exam.

The Final Exam is a timed 3-Hr, comprehensive 100 question test on the information covered in this self-study course. A passing score of 70 percent or better will receive course credit and a Certificate of Completion.

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Course Content