The Gleim Annual Filing Season Program is specifically crafted for those who wish to obtain an IRS AFSP–Record of Completion. The Annual Filing Season Program includes the Gleim Annual Federal Tax Refresher Course, a 2-hour Tax Ethics CE course, and 10 hours of Tax Law CE courses.
The AFSP allows you to be included on the IRS public database of return preparers and differentiates you from other preparers.
Gleim Annual Federal Tax Refresher Course
- A 6-hour course covering filing season issues and tax law updates culminating in a comprehensive, 100-question test.
- Six attempts to pass the 100-question, End of Course test are permitted. You must receive at least a 70% score on the End of Course test to qualify for an AFSP-Record of Completion.
- The end of course test has a 3-hour time limit with no pauses or breaks, even for technical issues.
12 Hours of CE
- Ethics in Tax Practitioners (2023) – 2 hours
- Individual: Exclusions from GI (2023) – 4 hours
- Working from Home: Home Office Deduction (2023) – 2 hours
- Individual: Above-the-Line Deductions and Losses (2023) – 4 hours
Upon completion of each element of the program, Gleim will report your credit to the IRS. Completing all elements qualifies you to apply to the IRS for the AFSP–Record of Completion. All elements of the AFSP must be completed by December 31, 2023.
AFSP-Record of Completion holders have limited representation rights, allowing them to represent clients before revenue agents, customer service representatives, and similar IRS employees (including the Taxpayer Advocate Service).
*This course can also be used as a general 1040 Refresher course for any tax preparer. It cannot, however, be used as CE for EAs, and it may not be accepted for CPE by state boards of accountancy.
Exempt Individuals: Have you passed the RTRP exam or Part 1 of the Enrolled Agent Exam, or do you meet any other requirements for exemption from the Annual Federal Tax Refresher Course? If so, you need only to complete the Gleim AFSP 15-hour CE Bundle for AFTR-Exempt Tax Preparers in order to qualify for the IRS AFSP–Record of Completion for the 2024 filing season. Click here for more information.
