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Annual Filing Season Program (AFSP)

All online video-based courses with no books to read. Simply press play.

Accreditation

IRS Sponsor ID: #6PPE6

TaxPro CPE is an IRS approved sponsor of continuing education.

NASBA CPE Sponsor

NASBA Sponsor ID: #109532

TaxPro CPE is 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: www.NASBARegistry.org.

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The best AFSP course packages, enroll in the one that fits you.

Looking for CE Courses? Click Here.

Why participate in the IRS Annual Filing Season Program?

The Annual Filing Season Program (AFSP) is a voluntary program that recognizes the efforts of tax preparers who are not attorneys, CPAs (certified public accountants), or enrolled agents. If you are an unenrolled tax return preparer you must complete the 6 hour IRS Annual Federal Tax Refresher Course (AFTR) along with your CE to receive an AFSP record of completion.

Benefits of obtaining an AFSP Record of Completion

Gain limited representation rights, meaning you can represent clients during the process of preparing and signing their return. 

Appear in the public database when taxpayers searches for qualified tax preparers within the Directory of Federal Tax Return Preparers.

Differentiate yourself from others in the marketplace through expertise by displaying your Record of Completion.

What are the requirements to obtain an AFSP - Record of Completion?

  • Take a six (6) hour Annual Federal Tax Refresher (AFTR) course that covers filing season issues & tax law updates with a knowledge-based comprehension test.
  • Take ten (10) hours of federal tax law topics
  • Take two (2) hours of ethics
  • Have an active preparer tax identification number (PTIN)
  • Consent to adhere to obligations outlined in Subpart B and section 10.51 of Treasury Department Circular No. 230

Are you exempt from the Annual Federal Tax Refresher course?

Certain tax return preparers are exempt from the AFTR course requirement because they completed state/national competency tests. Although if you’re exempted you can still earn a Record of Completion for the Annual Filing Season Program. Below is a chart explaining who is exempted.

  • Registered Tax Return Preparers (RTRP)
  • Oregon/California and other state based return preparer testing programs
  • Accredited Tax Preparers through Accreditation Council for Accountancy/Taxation
  • Part 1 of the Special Enrollment Exam during 2 year eligibility window
  • Successful VITA program reviewers and instructors
Tax Preparer Category AFSP Status
PTIN Holder Non-Exempt
Enrolled Agent Exempt
*Note: If an Enrolled Agent opts to take an AFTR course, they will not receive credit toward their Enrolled Agent CE requirements
Enrolled Retirement Plan Agent (ERPA) Exempt as long as preparer holds current credential
Enrolled Actuary Exempt
Certified Public Accountant (CPA) Exempt as long as preparer holds current credential
Attorney Exempt as long as preparer holds current credential
Certified Financial Planner (CFP) Non-Exempt
Supervised Preparer Non-Exempt
Non-1040 Preparer Non-Exempt
Unenrolled Return Preparers Non-Exempt
Registered Tax Return Preparer (RTRP) Exempt for preparers who passed the RTRP test administered by the IRS from Nov. 2011 - Jan. 2013.
CTEC Registered Tax Preparer (CRTP) Exempt for Return preparers who are currently registered with CTEC
Oregon Licensed Tax Preparer (OBTP) Exempt for Return preparers who are currently registered with Oregon
Maryland Licensed Individual Tax Preparer Exempt for Return preparers who have passed the Maryland examination and are registered with Maryland by 12/31
New York Registered Tax Preparer Non-Exempt

Frequently Asked Questions: Annual Filing Season Program

AFTR Course Outline

(Click here to download the course outline)

CE Course Catalog

  • 2022 | ARP Act (American Rescue Plan Act) Quick View
    • 2022 | ARP Act (American Rescue Plan Act) Quick View
    • Federal Tax Update
    • 2022 | ARP Act (American Rescue Plan Act)

  • 2022 | CARES Act Quick View
    • 2022 | CARES Act Quick View
    • Federal Tax Law
    • 2022 | CARES Act

  • 2022 | Retirement Contributions and Limits Quick View
    • 2022 | Retirement Contributions and Limits Quick View
    • Federal Tax Law
    • 2022 | Retirement Contributions and Limits

  • 2022 | Tax Update Quick View
    • 2022 | Tax Update Quick View
    • Federal Tax Update
    • 2022 | Tax Update

  • 2022 | Tax Preparer Ethics Quick View
    • 2022 | Tax Preparer Ethics Quick View
    • Ethics
    • 2022 | Tax Preparer Ethics

  • 2022 | Section 199A – QBI Deductions Quick View
    • 2022 | Section 199A – QBI Deductions Quick View
    • Federal Tax Law
    • 2022 | Section 199A – QBI Deductions

  • 2022 | “Tax Breaks for Education Expenses” Quick View
    • 2022 | “Tax Breaks for Education Expenses” Quick View
    • Federal Tax Law
    • 2022 | “Tax Breaks for Education Expenses”

  • 2022 | Self-Employment / Small Business Quick View
    • 2022 | Self-Employment / Small Business Quick View
    • Federal Tax Law
    • 2022 | Self-Employment / Small Business

  • 2022 | “To Deduct or Not to Deduct?” Quick View
    • 2022 | “To Deduct or Not to Deduct?” Quick View
    • Federal Tax Law
    • 2022 | “To Deduct or Not to Deduct?”

  • 2022 | Credits for Families with Children Quick View
    • 2022 | Credits for Families with Children Quick View
    • Federal Tax Law
    • 2022 | Credits for Families with Children

  • 2022 | “Are you married?” & Who can be claimed as “Dependent(s)?” Quick View
    • 2022 | “Are you married?” & Who can be claimed as “Dependent(s)?” Quick View
    • Federal Tax Law
    • 2022 | “Are you married?” & Who can be claimed as “Dependent(s)?”

  • 2022 | Professional Responsibility for Preparers and EROs Quick View
    • 2022 | Professional Responsibility for Preparers and EROs Quick View
    • Ethics
    • 2022 | Professional Responsibility for Preparers and EROs

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