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IRS Annual Filing Season Program (AFSP) - Voluntary

Prerequisites - Active IRS issued PTIN

Our complete, 18-hour course bundle consists of a 6 Hour Annual Federal Tax Refresher (AFTR) course and a comprehensive test, 10 Hours of Federal Tax Law, and 2 Hours of Ethics.

Benefits to AFSP Participants

Tax preparers who complete this program will receive an Annual Filing Season Program Record of Completion from the IRS. AFSP participants are included in a public database of return preparers on the IRS website. AFSP Participants will also have limited rights to represent clients -whose tax returns they prepared and signed- with the IRS.

AFTR Exempt Tax Preparers

Return preparers in the following categories are exempt from the AFTR course requirement:

To obtain the AFSP Record of Completion these return preparers will have to:

For a complete list of the AFSP requirements for exempt individuals, please visit at the IRS website Reduced Requirements for Exempt Individuals.

For more information regarding the IRS Annual Filing Season Program (AFSP), please visit: www.irs.gov/Tax-Professionals/Annual-Filing-Season-Program


Program Number Program Name Credits
DXDBV-A-00255-23-S 2023 Annual Federal Tax Refresher (AFTR) * 6
DXDBV-E-00224-22-S IRS Practice Series: Conflicts of Interest 2
DXDBV-T-00233-23-S 1040 Preparation and Planning 9: Standard Deduction and Itemized Deductions 3
DXDBV-T-00234-23-S 1040 Preparation and Planning 11: Tax Credits 2
DXDBV-T-00249-23-S Preparing Form 706 the Federal Estate Tax Return 2
DXDBV-T-00235-23-S Preparing Form 709 the Federal Gift Tax Return 2
DXDBV-T-00230-23-S 1099 Essentials 2

* The AFTR course and final exam must be completed no later than midnight December 31st in order to receive credit from the IRS.
Enrolled Agents (EA) who choose to complete the AFTR course will not receive credit towards their Enrollment Agent Requirement.