AFSP FAQs

IMPORTANT:

The AFTR is a short federal tax refresher course for experienced tax preparers and will not enable a person who is not an experienced tax preparer to learn how to prepare income tax returns. If you are interested in becoming a tax preparer, you should consider theComprehensive Tax Course.

How Do I Qualify for the Annual Filing Season Program (AFSP)?

Here is the breakdown of credit hours for non-credentialed/non-exempt or unenrolled preparers who want an AFSP - Record of Completion:

Am I Exempt from the Annual Federal Tax Refresher Course?

Tax return preparers who have successfully completed one of the following national or state tests would be exempt from taking the AFTR course with a comprehension test.

What If I©m a Credentialed Tax Professional or in the Exempt Group Above and Want to Qualify for the Annual Filing Season Program?

Credentialed tax professionals (CPAs, attorneys, Enrolled Agents, Enrolled Retirement Plan Agents, and Enrolled Actuaries) or the exempt group listed in the section above must have 15 hours of CE from an IRS Approved Provider to qualify for the AFSP annually. No CE credit will be given to Enrolled Agents for completing an AFTR course.

Still not sure if you are exempt or non-exempt?

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