Continuing Education for the Annual Filing Season Program 

The Annual Filing Season Program

The Annual Filing Season Program is meant for tax preparers who are not an Enrolled Agent or other recognized status such as CPA.
Determine if You an Exempt or Non-Exempt Preparer
Exempt Preparer Requirements

Certain preparers have exempt status.  Usually, preparers are exempt because they passed the Registered Tax Return Preparer test a couple of years ago.
Non-Exempt Preparer Requirements

Most preparers are considered to be non-exempt.  That means they need to complete the Annual Federal Tax Refresher and other continuing education credits.
Learn About The Annual Filing Season Program
Annual Filing Season Program Continuing Education Packages
To purchase, enter your PTIN and click Add to Cart.
(If ordering for more than one tax preparer, please see note below)
AFSP Exempt Package 1  $60
15 Continuing Education Hours 
Courses in Package
AFSP Exempt Package 2   $60
15 Continuing Education Hours 
Courses in Package
AFSP Non-Exempt Package 1  $72
18 Continuing Education Hours 
Courses in Package
AFSP Non-Exempt Package 2  $72
18 Continuing Education Hours
Courses in Package
Annual Federal Tax Refresher  $40
6 Continuing Education Hours
To order for multiple preparers, in addition to normal ordering via the shopping cart, please send the following information for each tax preparer to wsmit56@gmail.com: PTIN, Email address, First Name, and Last Name.

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 15 (exempt preparers) or 18 hours (non-exempt preparers) of continuing education, including a six hour federal tax law refresher course with test (non-exempt preparers). Upon completion of the 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. 

Frequently Asked Questions

Are the continuing education courses delivered online?
Yes, our continuing education is delivered online, and credits are earned by taking an online test for each course. After placing the order, students receive access to the course material immediately. The course material is delivered in a PDF format. Within a few hours after purchase, students will receive test invitations via email. When ready to take the test, return to the test invitation email and click on the enclosed link to activate the online test. Earning 70% or better entitles the student to continuing education credit.

How do I take your continuing education courses and earn continuing education credit? 

  1. Choose the continuing education package that you prefer. Choose a package that has courses that you are interested in and that meet your professional objectives. To know where to purchase continuing education courses, answer these questions.
  2. Purchase the package of your choice directly from our website.
  3. Immediately after purchase, you will have the opportunity to access the course material. The course material is delivered in PDF format.
  4. Additionally, within several hours after purchase (often sooner), you will receive test invitations via email for the courses you have chosen.
  5. After studying the material, go back to the test invitation email you received shortly after your purchase and click on the test link. This will launch an online test. Earn a score of 70% or better to earn continuing education credit.
  6. Immediately after passing a test, you will receive a Certificate of Completion.
  7. For any course that you pass, Tax Preparer Learning Systems, LLC will advise the IRS that you have earned the continuing education hours for that course.

Are the continuing education courses updated for the 2017 filing season?
Yes, all the courses have been updated and are eligible to help meet the requirements of the 2017 Annual Filing Season Program continuing education requirements.

How many chances do I get to pass the test?
You get multiple attempts to pass the test. Please note that the number of attempts for the Annual Federal Tax Refresher (AFTR) are more limited than other courses.  This is done to comply with IRS testing standards for the AFTR.

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