Stay Ready for Tax Season!

Every year, the IRS updates tax rules, income limits, and other key numbers that impact how we file returns—and staying on top of those changes is a must for any tax pro. That’s where this course comes in!

The Annual Federal Tax Refresher course is part of the IRS’s voluntary Annual Filing Season Program (AFSP) and is designed to keep you sharp and up to date. You’ll get a refresher on core tax topics, learn about the latest tax law changes, and review the ethics and best practices all tax preparers should follow.

We’ve organized the course into easy-to-follow domains (IRS lingo for “chapters”) to match the official outline, so you’re fully aligned with IRS expectations for the AFSP.

Whether you’re brushing up for the season or working toward your AFSP Record of Completion, this course helps you stay confident, current, and compliant.

Learning Objectives

• Identify the tax law changes and inflation-adjusted figures that apply to the current filing season
• Determine filing status, dependency, and the standard deduction for an individual return under current-year rules
• Identify the income reportable on Form 1040 and the adjustments, deductions, and credits available to the taxpayer
• Determine the treatment of self-employment income and the related reporting obligations
• Identify the preparer practices, procedures, and professional responsibility obligations that apply, including due diligence, e-file requirements, and the consequences of noncompliance