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2021 IRS AFSP Tax Return Preparer Prep Course Incl 18hrs CE w/AFTR

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2021 IRS AFSP Tax Return Preparer Prep Course- Incl 18hrs CE w/AFTR

Price: $146.00


In order to obtain the tax knowledge needed to prepare tax returns accurately you will need to successfully complete our IRS AFSP Tax Return Preparer Prep tax course (IRS approval #JK8E2) which will allow you to to prepare individual and small business tax returns properly. In addtion, the course will meet the IRS Annual Filing Season (AFSP) 18 hour Continuing Education (CE) tax course requirements for non-exempted tax preparers and who are required to complete the Annual Federal Tax Refresher Course (AFTR) in order to participate in the Annual Filing Season Program (AFSP). Using direct up-to-date IRS publications, instructions and forms built within the course a series of questions will guide you through each tax publication so that you become proficient with the IRS's terminology, guidelines, and procedures. There are no educational prerequisites required for the successful completion of the course. Platinum is also the only company to offer state supplements to further enhance your education. It doesn't get better than this.

IRS General Tax Preparer Requirements

Course Prerequisites:  High school diploma or high school diploma equivalent is recommended. The IRS requires all paid tax preparers to sign up with the IRS and obtain a Preparer Tax Identification Number (PTIN).  All tax preparers will need to renew an existing PTIN annually.  Enrolled Agents have separate requirements, Click Here to learn more.  Note, residents of CaliforniaOregonNew York and Maryland have separate state requirements.  Click the link to learn more about each state's specific requirement.

What are the benefits to becoming an IRS Annual Filing Season Program Record of Completion Holder?

Tax preparers who complete the Annual Filing Season Program will be issued a record of completion from the IRS and be listed in their public database detailing the tax preparer’s credentials. The IRS has also launched a public education campaign to encourage taxpayers to select credentialed tax preparers. AFSP participants will have limited representation rights and will be able to represent clients before revenue agents and similar IRS employees.

IRS Annual Filing Season Program Continuing Education Requirements

In order to participate in the IRS Annual Filing Season Program, for non-exempt or non-credentialed tax preparers, one must complete 18 credit hours of continuing education.  The Annual Filing Season Program record of completion is available each year from June 1 - December 31st and each year thereafter. The 18 credit hours would need to include 6 hours of an Annual Federal Tax Refresher (AFTR) course with a knowledge based comprehension test, 10 hours of Federal tax law topics and 2 hours of Ethics. The program is directed to preparers who are not attorneys, CPAs or enrolled agents. Tax return preparers who have successfully completed one of the following national or state tests would be exempt from taking the Annual Federal Tax Refresher course with a comprehension test:

  • Registered Tax Return Preparers
  • Oregon/California/Maryland and other state based return preparer testing programs
  • Accredited Tax preparer test offered by the Accreditation Council for Accountancy/Taxation
  • Part 1 of the Special Enrollment Exam during the 2 year eligibility window
  • Successful Volunteer Income Tax Assistance (VITA) program reviewers and instructors

If a credentialed tax professional (CPA, attorney, enrolled agent, enrolled retirement plan agent, enrolled actuary) or the exempt group listed above wants to be a part of the Annual Filing Season Program, he/she must have 15 hours of continuing education from an IRS approved provider. The 15 credit hours will need to include 3 hours of Federal tax updates, 10 Hours of Federal tax law topics, and 2 hours of Ethics. No CE credit will be given to Enrolled Agents for completing an AFTR course. The 18 credit hours must include 6 hours of an Annual Federal Tax Refresher (AFTR) course with a knowledge based comprehension test, 10 hours of Federal tax law topics and 2 hours of Ethics. The program is directed to preparers who are not attorneys, CPAs or enrolled agents.

Once you complete the IRS Annual Filing Season Program Tax Return Preparer Prep Tax Course - Including the IRS 18 Hours of continuing education, you will receive a Certificate of Completion. Platinum will then report your completion to the IRS electronically.  Once the tax preparer has met all three requirements for the AFSP (renewed their PTIN, taken the appropriate amount of continuing education, completed and passed the AFTR course/test if required), a record of completion will be available in the PTIN holder's online IRS account for printing.  Any "unenrolled" preparer not already bound by Circular 230 will need to sign an agreement to follow sub-part b of Circular 230 before being able to print the certificate from the Internal Revenue Service. There will be no cost to the preparer for the AFSP record of completion. The IRS will then list AFSP tax preparers in their public database including the tax preparer's credentials.

About the IRS Annual Filing Season Program Continuing Education Tax Course

Course Description: The IRS AFSP 18 hour Personal Income Tax Return with the Annual Federal Tax Refresher (AFTR) is designed for tax preparers who are looking to complete a tax course that will meet the required 18 hour IRS continuing education income tax course requirement in order to participate in the Annual Filing Season Program (AFSP).  The learning objectives expected to be achieved after completion of this tax course includes a better understanding of the following tax topics.

Platinum's 10-Hour federal tax law tax class covers the personal income tax return including proper completion of Form 1040 and related schedules and forms. Topics include the determination of taxable income, adjustments to income, identifying eligible tax credits and calculating total tax liability (IRS course #JK8E2-T-00127-20-S) and provides ten hours of CE credit. Platinum's 2-Hour ethics tax class covers ethical issues for the tax practitioner including practices and procedures involving the possession of tax records, understanding how to properly disclose fees charged for the preparation of taxes and understanding the definitions of when a tax practitioner is acting in a disreputable or incompetent manner, are reviewed (IRS course #JK8E2-E-00125-20-S) and provides two hours of ethics CE credit. Platinum's 6-Hour Annual Federal Tax Refresher (AFTR) Course covers IRS required subjects divided into three domains.  Domain 1:  New Tax Law and Recent Updates.  Domain 2: General Review.  Domain 3: Ethics, Practices and Procedures (IRS Course #JK8E2-A-00136-20-S).  The course also includes the required AFTR course comprehensive test which is a 100 question, timed test (3 hours maximum time limit)  The three combined courses will meet the IRS requirement for the number of CE credit hours. Upon completing this course you will have an understanding of how to properly prepare and complete IRS Form 1040, other basic tax forms and schedules. 

About the IRS Tax Return Preparer Prep Tax Course

Course Description: The IRS Tax Return Preparer Prep tax course covers fundamental tax topics including the IRS Form 1040 and related schedules and forms, income, gains and losses, adjustments to income, standard and itemized deductions, tax credits, small business income and expenses (including Schedule C), and depreciation. A series of quiz review questions will guide you so that you will become proficient with the IRS's terminology, guidelines, and procedures.  A final exam of questions will be given at the end of the course. The tax course also includes a comprehensive tax return exercise.

Course Organization: Students create a login I.D. and password and have access to the course 24/7.  The course is presented in an online E-Book format making the reading material portable if you prefer to work offline. Each reading assignment is then followed by a one or two part quiz presented in a multiple choice format. A series of quiz review questions will then test your understanding of key topics. The answers are submitted online and will be automatically graded. The student will be provided with important feedback and answer key to all quiz questions. Once all of the quizzes are completed, the student will then need to complete a final exam that will review all of the topics covered. The student will receive a pass or fail grade on the final exam but, unlike the quizzes, the student will not be provided with an answer key or any feedback (to comply with IRS guidelines regarding final testing). All quizzes and the final exam(s) must be completed with a passing grade of 70% or better to receive a Certificate of Completion. The student has unlimited tries to pass the quizzes and the final exam(s). (Note that the completion of the quizzes is not mandatory).  Discussion forums are available within the courseOur "Student Course Forum" is available to chat with other students in the same course and our "General Student Forum" is available to chat with students in all courses. The Certificate of Completion can be printed by the student within the course and is also emailed to the student immediately following the successful completion of the course. Course completion are then reported to the IRS and, if applicable, to CTEC by Platinum Professional Services. The tax course is available to the student for six months upon registration. Our current courses are based upon the IRS's most recently available tax laws, forms, and schedules. We provide all students with tax updates throughout the year on our Platinum Blog site. 

State Supplements 

Want to add a state supplement? Boost your federal tax law knowledge by adding a state supplement to your tax education curriculum. This course includes not only the basics such as forms, filing status, dependents, exemptions and deductions, but also adds taxable and nontaxable state income, credits, adjustments to income, deductions and business income. In addition, students will learn specific state tax laws regarding issues like part-year and nonresident issues, community property rules, and domestic partners.

The following states are available; Arizona, Delaware, Georgia, Hawaii, Idaho, Indiana, Illinois, Maine, Massachusetts, Maryland, Michigan, Missouri, Montana, New Jersey, New York, North Carolina, North Dakota, Ohio, Pennsylvania, Tennessee, Rhode Island, Virginia, and Vermont. There are nine states with no state tax. They are Alaska, Florida, Nevada, New Hampshire, South Dakota, Tennessee, Texas, Washington, and Wyoming. Click here to purchase.

Student Support:  Students can submit questions and comments in a variety of ways.  A toll free phone number (877-315-1772), fax line (877-317-9412) and email address (customersupport @platinumprostudies.com) are all offered to the student.  A course evaluation is also provided at the conclusion of the course. 

Remember, Platinum Professional Services offers automatic grading, feedback on your missed questions, reading material conveniently located within each tax course and unlimited tries to pass the quizzes and final exam(s). We even offer full instructor support. Our tax courses are available to you for six months (180 days) upon purchase and will expire after the six month term.  Please note:  Enrolled Agent review courses and Notary courses expire after one year.  Learn 24/7, online and at your own pace. Best of all, your Certificate of Completion is emailed to you immediately following the successful completion of the tax course. Platinum will then report your completion electronically to the IRS.

With Platinum Professional Services there is no confusion, only a direct path to success. Feel free to discover the most proficient way to deepen your education and be efficient, all while saving you time and money. Here at Platinum Professional Services, we make it easy for you without any added obstacles. Everyone wants to simplify their life and finally, we have the way.

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