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Continuing Education Requirements Flashcards

7 cards from real CAA practice questions. Tap to flip, then mark Knew It or Still Learning — missed cards come back until you master them.

Read the first 7 Continuing Education Requirements flashcards as text

  1. Which program is often confused with CAA training but actually relates to unenrolled tax return preparers' voluntary education?

    Answer: The Annual Filing Season Program (AFSP)

    The AFSP is a voluntary continuing education program for unenrolled preparers and does not satisfy CAA training requirements.

  2. Which of these will NOT satisfy the IRS mandatory CAA training requirement?

    Answer: Attending a general tax update seminar from a private vendor

    Only the IRS-specified CAA training modules satisfy the requirement; general CPE courses do not.

  3. How long must a CAA generally retain records related to Forms W-7 it submitted, including documentation of its review?

    Answer: 3 years

    CAAs must retain W-7 related records for three years from the date the application is processed.

  4. An Enrolled Agent CAA is placed on inactive status by the Office of Enrollment for failing to meet CE requirements. What should the CAA do regarding the IRS Acceptance Agent Program?

    Answer: Address the credential issue promptly, since good standing is part of CAA suitability

    A CAA's professional credential must remain in good standing, so CE lapses can affect program eligibility.

  5. When a CAA renews, which persons on the application must provide training certificates?

    Answer: All responsible parties and authorized representatives listed

    Every responsible party and authorized representative on the renewal application must show completed required training.

  6. Why does forensic document training emphasize inspecting ORIGINAL documents or certified copies from the issuing agency?

    Answer: Because security features like watermarks, holograms, and seals cannot be verified on ordinary copies

    Physical security features needed to detect fraud can only be examined on originals or agency-certified copies.

  7. A CAA wants to authenticate documents via videoconference. Under IRS guidance, what applies?

    Answer: CAAs may conduct the required interview by videoconference if they still examine the original documents as required

    IRS permits interviews by videoconference, but the CAA must still meet document examination requirements and training rules.