Getting Taxpayers Back on Track: Quickly Resolving Unpaid Tax Debts While Preventing New Ones from Occurring
Target Audience: CPAs, EAs, Annual Filing Season Program Participants
Field of Study: Taxes (NASBA); Federal Tax Law Update (IRS)
IMPORTANT INFORMATION REGARDING CONTINUING EDUCATION CREDIT: THE IRS ACCEPTS THIS SEMINAR FOR ONE (1) CONTINUING EDUCATION CREDIT FOR ENROLLED AGENTS (EA) AND ANNUAL FILING SEASON PROGRAM (AFSP) PARTICIPANTS. OTHERS, PLEASE CONSULT WITH YOUR RESPECTIVE STATE LICENSING AGENCY REGARDING ACCEPTABILITY OF THIS CREDIT.
Note: the credit received from this seminar qualifies as continuing education that is required to obtain the voluntary AFSP – record of completion. However, this website does not offer the AFSP annual federal tax refresher (AFTR) course.
IRS COMMUNICATIONS AND LIAISON IS REGISTERED WITH THE NATIONAL ASSOCIATION OF STATE BOARDS OF ACCOUNTANCY (NASBA) AS A SPONSOR OF CONTINUING PROFESSIONAL EDUCATION ON THE NATIONAL REGISTRY OF CPE SPONSORS. STATE BOARDS OF ACCOUNTANCY HAVE FINAL AUTHORITY ON THE ACCEPTANCE OF INDIVIDUAL COURSES FOR CPE CREDIT. COMPLAINTS REGARDING REGISTERED SPONSORS MAY BE SUBMITTED TO THE NATIONAL REGISTRY OF CPE SPONSORS THROUGH ITS WEBSITE:
DISCLAIMER: This Seminar was recorded on August 26, 2025, in Orlando, Florida.
Seminar/Program Level: Basic
Recommended Continuing Education Credit: 1
This SB/SE Collection seminar will identify and explain ways that taxpayers can get back on track by resolving their delinquencies and the issues that led to them. The session will also cover the use of online tools and other services to help tax practitioners effectively and efficiently resolve their clients’ accounts when they have balances due or past due tax returns. After participating in this seminar, attendees should be able to:
- Explain ways that taxpayers can update their withholding, estimated tax payments or federal tax deposits to avoid future tax delinquencies
- Explain the importance of responding to notices and letters as soon as possible
- Select a payment plan that meets your client’s needs and puts them on a path to long-term tax compliance
- Identify at least two self-help tools to resolve balance due accounts without a phone call
- Understand and explain the benefits of early intervention when taxpayers have a life event that impacts their tax situation
No prerequisites or advanced preparation are required for this seminar.
Price: $29.00
Continuing education credit is available for this seminar. If you would like to earn credit for a seminar, you must have an account with the IRS Nationwide Tax Forum Online and purchase the seminar. You can purchase seminars one at a time or as a group. After completing the purchase through PayPal, you will be returned to your status page on www.irstaxforumonline.com.
NOTE: You have one calendar year from the date of purchase to complete the seminar.
Navigating a Seminar for Continuing Education Credit
Once you purchase a seminar, it will appear under the "In Progress" tab on your status page. Click on the seminar title to initiate navigation of fully self-directed learning individualized to your pace. Working at a computer at your convenience provides you the flexibility to start, pause, and stop the presentation. You can download and print the seminar's edited transcript as well as the Power Point slides. Captions may be turned off.
For your convenience, you may download a PDF copy of the seminar slides by clicking the button marked "Download a PDF of these slides" on the session slide pages. You may also download the Transcript, Index, and Glossary by clicking the “Download the Transcript including Index and Glossary” button on the session slide pages.
Start the seminar by clicking on chapter one. Once you complete a chapter, navigation will appear at the top of the screen and take you to the first review question, followed by the next chapter, etc. A review question follows each chapter. After you have completed the video and review questions, you must take and pass a final examination. All review and final examination questions are multiple choice.
The seminar may be viewed repeatedly. However, the final examination can only be attempted two (2) times. You must achieve a passing rate of 70% to receive continuing education credit. A certificate of completion may be printed for each seminar successfully completed. Prior to printing the certificate of completion, there will be an opportunity to provide feedback on your learning experience.
You have one calendar year from the date of purchase to complete the seminar. Unexpired seminars that have not been completed will appear under the “In Progress” tab on your status page. Courses passed will appear under the “Completed and Passed” tab on your status page. Courses failed will appear under the “Failed” tab on your status page.
Prefer to audit this seminar? Clicking the “Audit” button will take you to chapter one of the seminar. You can download and print the seminar's edited transcript as well as the Power Point slides. Captions may be turned off. There are no review questions or final examination when auditing a seminar, and there is no credit for auditing a seminar. If you would like to audit this seminar (for no cost and no continuing education credit), click here.