Annual Filing Season Program (AFSP)

Set yourself apart from the competition!

Deadline to Complete Course December 31
by midnight your time zone.

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The AFSP is an annual voluntary program for tax return preparers. It aims to recognize the efforts of non-credentialed tax return preparers who aspire to a higher level of professionalism.

How do I obtain an AFSP-Record of Completion for Filing Season?

   • Take a six (6) hour Annual Federal Tax Refresher (AFTR) course that covers filing season issues and tax law updates, as well
     as a knowledge-based comprehension test administered at the end of the course by the CE Provider.
   • Take ten (10) hours of other federal tax law topics; and
   • Take two (2) hours of ethics.
   • Have an active preparer tax identification number (PTIN).
   • Consent to adhere to Circular No. 230.

Benefits of Completing the AFSP

IRS Tax Preparer Directory

Be included in the public directory of tax return preparers on the IRS website.

Record of Completion

Earn a certificate of completion directly from the IRS to showcase in your office!

Limited Representation

You will be able to represent clients during an examination of a return that you prepared.

Updated courses coming soon!

The AFSP course contains 10 hours Tax Law, 6 hours AFTR, and 2 hours Ethics. After completing this course with a score of 70% or better, the tax professional will be able to have limited representation rights for their clients. This course qualifies for 18 hours of continuing education. Included in this course: 6-Hour Annual Federal Tax Refresher Course & Online Test.

The AFTR course is recommended if you only need the 6 hours of AFTR to complete the AFSP. This program is designed to follow the 3 domains that have been predetermined by the IRS and qualifies for the AFTR portion of the IRS Annual Filing Season Program (AFSP) Course. The student will complete an online open-book 100-question, 3-hour timed test.