18-Hour 2022 Annual Filing Season Program Bundle

$79.00

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Description

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

18-Hour Annual Filing Season Program Bundle

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. (6 credits) 2021 Annual Federal Tax Refresher
  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 2021 AFSP.

Scroll down for more details about each course.


Course 1: 2022 Annual Federal Tax Refresher

Course Description
The Annual Federal Tax Refresher course is designed to meet the requirements of the IRS voluntary Annual Filing Season program. It discusses new tax law—including various tax extenders—and recent updates for the 2022 filing season, provides a general tax review, and examines important rules governing tax return preparer ethics, practices and procedures. In organizing this course, the term “domain” is used in place of the more common “chapter” to more closely follow the language of the IRS Annual Federal Tax Refresher course outline. 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.

CE Credits: 6 hours – (This course does not provide CE credits for Enrolled Agents)
IRS Category: Annual Federal Tax Refresher
Delivery Type: Online PDF Self-Study
Exam: 100 Question, 3-hour Timed Exam (Only 4 attempts are allowed for this exam)
IRS Program Number: YH9W1-A-00095-21-S

**AFTR course Final Exam must be successfully passed by midnight 12/31/2021 (local time of the student)


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