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AFSP Annual Filing Season Program

The Annual Filing Season Program aims to recognize the efforts of non-credentialed return preparers who aspire to a higher level of professionalism. Those who choose to participate can meet the requirements by obtaining 18 hours of continuing education (non-exempt preparers), including a six hour federal tax law refresher course with test, or (Exempt Preparers) 15 hours of continuing education. The return preparer must also renew their preparer tax identification number (PTIN) for the upcoming year and consent to adhere to the obligations in Circular 230, Subpart B and section 10.51.

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IRS AFSP 15 Hour CE Course Image
IRS AFSP 15 Hour CE Course Image

The Annual Filing Season Program aims to recognize the efforts of non-credentialed return preparers who aspire to a higher level of professionalism. Those who choose to participate can meet the requirements by obtaining 18 hours of continuing education (non-exempt preparers), including a six hour federal tax law refresher course with test, or (Exempt Preparers) 15 hours of continuing education. The return preparer must also renew their preparer tax identification number (PTIN) for the upcoming year and consent to adhere to the obligations in Circular 230, Subpart B and section 10.51.

On Sale:
$79.95

Enroll Now

15 Hours - General Tax Law, Tax Updates, Ethics

Federal Income Tax Law topics include the following: General Filing Issues, EITC Due Diligence, 1040 Forms & Schedule A Forms, Forms 2106 & 8829, Filing Statuses, Exemptions, Types of Income, Exclusions, Gains and Losses, and much more!

Access your course from a Computer and or Phone

All of our courses can be accessed 24/7 on your computer, laptop, tablet, or even smartphone!

Courses delivered in Video Format with PDF Handouts

Our course content is delivered in video lecture format with available PDF’s to download or print so you can follow along with the video.

Learn Online at your own Pace

All of our courses can be taken at your own pace. There are no time limits to complete the course.

We Report Your Course Completion To CTEC

Once you’ve completed and passed your CTEC course, we will report your completion to CTEC within 3 days.

15 Hours - General Tax Law, Tax Updates, Ethics

Federal Income Tax Law topics include the following: General Filing Issues, EITC Due Diligence, 1040 Forms & Schedule A Forms, Forms 2106 & 8829, Filing Statuses, Exemptions, Types of Income, Exclusions, Gains and Losses, and much more!

Access your course from a Computer and or Phone

All of our courses can be accessed 24/7 on your computer, laptop, tablet, or even smartphone!

Courses delivered in Video Format with PDF Handouts

Our course content is delivered in video lecture format with available PDF’s to download or print so you can follow along with the video.

Learn Online at your own Pace

All of our courses can be taken at your own pace. There are no time limits to complete the course.

We Report Your Course Completion To CTEC

Once you’ve completed and passed your CTEC course, we will report your completion to CTEC within 3 days.

Have questions before enrolling? Give us a call at 844-234-5001

Annual Filing Season Program Information

The Annual Filing Season Program aims to recognize the efforts of non-credentialed return preparers who aspire to a higher level of professionalism. Those who choose to participate can meet the requirements by obtaining 18 hours of continuing education, including a six hour federal tax law refresher course with test. The return preparer must also renew their preparer tax identification number (PTIN) for the upcoming year and consent to adhere to the obligations in Circular 230, Subpart B and section 10.51.

Upon completion of these requirements, the return preparer receives an Annual Filing Season Program – Record of Completion from the IRS.

Annual Filing Season Program participants are included in a public database of return preparers on the IRS website. The Directory of Federal Tax Return Preparers with Credentials and Select Qualifications includes the name, city, state, ZIP Code, and credentials of all attorneys, CPAs, enrolled agents, enrolled retirement plan agents and enrolled actuaries with a valid PTIN, as well as all Annual Filing Season Program – Record of Completion holders.

Do I have to get an Annual Filing Season Program – Record of Completion?

No, it’s voluntary. Anyone with a preparer tax identification number (PTIN) can prepare tax returns for compensation, but continuing education is encouraged for all tax return preparers.

What are the benefits of getting an Annual Filing Season Program – Record of Completion?

In addition to being included in the public directory of tax return preparers, the Annual Filing Season Program – Record of Completion differentiates you in the marketplace. The IRS launched a public education campaign in January 2015 encouraging taxpayers to select return preparers carefully and seek those with professional credentials or other select qualifications.

Also, beginning Jan. 1, 2016, there will be changes to the representation rights of return preparers.

Attorneys, CPAs, and enrolled agents will continue to be the only tax professionals with unlimited representation rights, meaning they can represent their clients on any matters including audits, payment/collection issues, and appeals.

Annual Filing Season Program participants will have limited representation rights, meaning they can represent clients whose returns they prepared and signed, but only before revenue agents, customer service representatives, and similar IRS employees, including the Taxpayer Advocate Service.

PTIN holders without an Annual Filing Season Program – Record of Completion or other professional credential will only be permitted to prepare tax returns. For returns prepared and signed after December 31, 2015, they will not be allowed to represent clients before the IRS.

Ready To Enroll In The AFSP 15 Hour Course?

Ready To Enroll In The AFSP 15 Hour Course?

HELPFUL GUIDES AND HOW-TO'S

How to become a Tax Preparer in California - Step by step guide

Learn all of the steps involved in becoming a Tax Preparer in the state of California in this step by step tutorial.

How to Renew your CTEC Registration - Step by step guide

Learn how to renew your registration with the California Tax Education Council (CTEC) annually by October 31st in this step by step tutorial.

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