AFTR

In person class ONLY . You can register above. Note you must attend our 2 day class as part of the requirement to receive AFSP certificate of completion.

Course Grading
Multiple test attempts are permitted; however if you do not pass the test on 2nd attempt , a different version of the test will be given. If the third test is failed you will need to buy a new test .

Course certificate( Other Tax Preparers )

Once you have successfully completed the AFTR test a Certificate of Completion will be generated and resulted submitted to the IRS on your PTIN account . The date printed on the Certificate of Completion is the date that you completed the course.

AFSP Record of Completion

What are the benefits of getting an AFSP – Record of Completion?

In addition to being included in the new public directory of tax return preparers launched , the AFSP – Record of Completion differentiates you in the marketplace. The IRS launched a public education campaign in 2015 encouraging taxpayers to select return preparers carefully and seek those with professional credentials or other select qualifications.

Also, as of 2016, there are changes to the representation rights of return preparers.

Attorneys, CPAs, and enrolled agents will continue to be the only tax professionals with unlimited representation rights, meaning they can represent their clients on any matters including audits, payment/collection issues, and appeals.

AFSP participants will have limited representation rights, meaning they can represent clients whose returns they prepared and signed, but only before revenue agents, customer service representatives, and similar IRS employees, including the Taxpayer Advocate Service.

PTIN holders without an AFSP – Record of Completion or other professional credential will only be permitted to prepare tax returns. They will not be allowed to represent clients before the IRS

Continuing Education Requirements
How do I obtain an AFSP – Record of Completion for the Filing Season ?
•Take 18 hours of continuing education from IRS-Approved CE Providers, including a six (6) hour Annual Federal Tax Refresher (AFTR) course that covers filing season issues and tax law updates, as well as a knowledge-based comprehension test administered at the end of the course by the CE Provider;
You will need 18 hours of continuing education, including:
•a six (6) hour Annual Federal Tax Refresher (AFTR) course with a knowledge-based comprehension test administered at the end,
•10 hours of other federal tax law topics and
•two (2) hours of ethics.

•Have a preparer tax identification number (PTIN) .
•Consent to adhere to specific practice obligations outlined in Subpart B and section 10.51 of Treasury Department Circular No. 230.

Qualification for IRS AFSP record of completion certificate

To qualify for the Annual Filing Season Program Record of Completion you must sign the Circular 230 consent in order to participate:
Are you a non-credentialed tax preparer?

Have you met the requirements to participate in the Annual Filing Season Program for the next tax year ?

If so, you MUST sign a Circular 230 consent agreeing to adhere to certain practice requirements for tax practitioners.
Remember, this is a required step to be in the Program and receive your Record of Completion.

Participation in the program will also grant you limited representation rights and you'll be included in the IRS Public Directory of Tax Return Preparers.

Please read our policy

Internet/Self Study courses (NOT currently offered)

Be sure to read your participant enrollment /agreement and read the refund policy before submitting your order.

Steps to enroll in our tax course.

Order processing

(a) Fill out the student agreement and registration form.

(b) create a user id

(b) Once your payment for the course is received, you will then receive a password and link to access the course and exam.

Study Method and Materials
Once you have paid you will be directed to the sign in page ,you can begin the course immediately. Each course has course materials included .You can move through the course at your own pace. Please be aware of the time limits for the course, which are listed under the policy section. Upon successful completion of the course, you can print your "Certificate of Completion" after acheiving a score of at least 70%.

Examination

The final examination is an open-book test and comprised of multiple-choice questions. You must earn a score of 70% or higher on the final exam in order to pass and earn your certificate. You may take the test three times . Please note the test is a three (3) hour timed test. You can review and change your answers until you end the test and submit for grading. The end button should only be used when you are finished with the test and submit it for grading. If you fail the test, your previous responses will be cleared and you must begin the test again.

Course Grading
If you do not pass the exam on 1st attempt , there will be two other opportunities to do so. If the second test is failed, a different version of the test . If the third test is failed you will need to buy a new test and questions.

Course certificate( Other Tax Preparers )

Once you have successfully completed an exam , a Certificate of Completion will be generated and resulted submitted to the IRS on your PTIN account . The date printed on the Certificate of Completion is the date that you completed the course.

Reporting to IRS
ATP Business Solutions Inc directly reports electronically all student certifications to IRS withhin 72 business hours if your ptin and name is reported correctly by us by you..

Yearly Continuing Education Credits
To receive yearly credits course C. E courses must be completed before Dec 31 of each year.

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