15-Hour 2022 Annual Filing Season Program Bundle (Exempt Tax Preparers)

$69.00

Categories: , ,

Description

Important Note:
This bundle is not designed for Enrolled Agents. EA’s please view our List of All Courses to select other options.

15-Hour Annual Filing Season Program Bundle (Exempt Tax Preparers)

This bundle fulfills the continuing education requirement to be eligible for the IRS Annual Filing Season Program Record of Completion for PTIN holders. When purchasing this bundle, your account will be enrolled in the following 6 courses:

  1. (3 credits) Federal Income Tax Changes – 2021
  2. (2 credits) Maximizing Deductions Part 1
  3. (3 credits) Maximizing Deductions Part 2
  4. (2 credits) Maximizing Deductions Part 3
  5. (3 credits) Maximizing Deductions Part 4
  6. (2 credits) Ethics

All courses must be completed by December 31, 2021 in order to fulfill the CE requirements for the 2022 AFSP.

Scroll down for more details about each course.


Course 1: Federal Income Tax Changes – 2021

Course Description
Each year, various limits affecting income tax preparation and planning change. Some changes commonly occur each year as a result of inflation indexing, while others occur because of new legislation or the sunsetting of existing law. This course will examine the tax changes that took effect as a result of passage of the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act), the Coronavirus Aid, Relief, and Economic Security Act (CARES Act)) and the inflation-changed limits effective for 2021 that are more significant from the perspective of an income tax preparer. Some context will be supplied, as appropriate, to assist readers in understanding the changes. This course is a basic tax level course with no prerequisites, and qualifies for 3 CE credits in IRS Federal Tax Law Updates.

IRS Program Number: YH9W1-U-00096-21-S
CTEC Program Number: 6243-CE-0018
CE Credits: 3 hour
Category: Tax Law Updates
Delivery Type: Online Self-Study
Exam Questions: 15

Course 2: Maximizing Deductions Part 1

Course Description
This self-study course will guide you through the ins and outs of maximizing business deductions for travel, and meals and entertainment expense. Though this basic tax course does not require any prerequisites, its recommended target audience is for existing tax preparers, however anyone may take this course. This course provides 2 CE credits in the IRS Federal Tax Law category.

Learning Objectives

  • Identify current information related to transportation expenses.
  • Recognize what travel expenses are deductible.
  • Identify the deductibility of non-entertainment-related meals and entertainment expenses.
CE Credits: 2 hours
Category: Tax Law
Delivery Type: Online PDF Self-Study
Exam Questions: 10
IRS Program Number: YH9W1-T-00097-21-S
CTEC Program Number: 6243-CE-0019

Course 3: Maximizing Deductions Part 2

Course Description
This self-study course will identify the restrictions on the deduction for business gifts, and it will discuss expenses you can deduct for business transportation when you are not traveling away from home. It includes detailed explanations and practical examples of how the tax law is applied. Though this basic tax course does not require any prerequisites, its recommended target audience is for existing tax preparers, however anyone may take this course. This course provides 3 CE credits in the IRS Federal Tax Law category.

Learning Objectives

  • Identify the restrictions on the deduction for business gifts.
  • Recall deductible transportation expenses.
  • Identify the Section 179 deduction requirements.
  • Recognize the rules regarding the depreciation of vehicles.
CE Credits: 3 hours
Category: Tax Law
Delivery Type: Online PDF Self-Study
Exam Questions: 15
IRS Program Number: YH9W1-T-00098-21-S
CTEC Program Number: 6243-CE-0020

Course 4: Maximizing Deductions Part 3

Course Description
This self-study course will identify the various recordkeeping requirements for travel, gift, and transportation expenses. It also discusses what is required to adequately account to an employer for employee business expenses. Though this basic tax course does not require any prerequisites, its recommended target audience is for existing tax preparers, however anyone may take this course. This course provides 2 CE credits in the IRS Federal Tax Law category.

Learning Objectives

  • Recognize the various recordkeeping requirements for travel, gift, and transportation expenses.
  • Identify what is required to adequately account to an employer for employee business expenses.
CE Credits: 2 hours
Category: Tax Law
Delivery Type: Online PDF Self-Study
Exam Questions: 10
IRS Program Number: YH9W1-T-00099-21-S
CTEC Program Number: 6243-CE-0021

Course 5: Maximizing Deductions Part 4

Course Description
This self-study course will discuss the tax rules regarding the business use of a home. Also discussed are how daycare facilities in a home qualify for different rules than other businesses. Though this basic tax course does not require any prerequisites, its recommended target audience is for existing tax preparers, however anyone may take this course. This course provides 3 CE credits in the IRS Federal Tax Law category.

Learning Objectives

  • Recognize the tax rules regarding the business use of a home.
  • Identify how daycare facilities in a home qualify for different rules than other businesses.
CE Credits: 3 hours
Category: Tax Law
Delivery Type: Online PDF Self-Study
Exam Questions: 15
IRS Program Number: YH9W1-T-00100-21-S
CTEC Program Number: 6243-CE-0022

Course 6: Tax Return Preparer Ethical Issues
Course Description
This course examines tax preparer conduct standards. It addresses the issues of confidentiality, accuracy, conflict of interest, taxpayer omissions and return of client records. The ethical rules governing these issues are discussed, and tax preparers are presented with real-world scenarios that focus on the ethical issues that may be encountered in their professional activities. A final examination covering the course material is administered. This course is a basic tax level course with no prerequisites, and qualifies for 2 CE credits in the Ethics category.

Learning Objectives

  • Recognize the permitted scope of tax return preparer responsibilities;
  • Identify the best practices for tax advisers in preparing or assisting in the preparation of a submission to the Internal Revenue Service;
  • List the various sanctions that may be imposed for a preparer’s failure to comply with applicable conduct rules.
CE Credits: 2 hours
Category: Ethics
Delivery Type: Online PDF Self-Study
Exam Questions: 10
IRS Program Number: YH9W1-E-00101-21-S
CTEC Program Number: 6243-CE-0023