The IRS 2020 Annual Filing Season Program (AFSP) Bundle for Exempt Preparers includes everything you need to meet the education requirements for 2020. The course material must be finalized by December 31, 2019.
Click here for information on who is exempt, why you should participate in the program and the process for obtaining a record of completion.
This learning path is designed for exempt tax preparers, those who are not EAs, CPAs or Attorneys and are exempt from taking the IRS 6-hour annual refresher course. The learning path offers the 15 hours of continuing education needed to obtain a “record of completion” and have limited representation rights for returns they prepare:
- CPE00919 - Ethics - Taxpayer Due Diligence - 2 Hours CPE
- CPE073 - Tax Update 2019 - 3 Hours CPE
- CPE32419 - Sec 199A Deduction - Pass‐Through Entity Deduction - 4 Hrs CPE
- CPE018 - Tax Potpourri - 6 Hours CPE
Note - California Registered Tax Preparer (CRTP) – You are also required to complete 5 hours of CA CE in order to register with CTEC and you must be CTEC registered to obtain the “record of completion”. ClientWhys offers a special learning path for CRTPs