AFSP Status and Requirements


AFSP Credit Requirement Breakdown

Annual Filing Season Program (AFSP) Exemption Status

Filing Season

Annual Federal Tax Refresher (AFTR) Course CE Credits

Tax Law Updates CE Credits

Federal Tax Law CE Credits

Ethics CE Credits

Total CE Credits

Non-Exempt 2016 Tax Year 6 10 2 18
Exempt 2016 Tax Year 3 10 2 15

Designation Category

AFSP Status

PTIN Holder – No higher designation held Non-Exempt
Enrolled Agent Exempt
Enrolled Retirement Plan Agent Exempt
Enrolled Actuary Exempt
CPA Exempt
Attorney Exempt
Certified Financial Planner (CFP) Non-Exempt
Supervised Preparer Non-Exempt
Non-1040 Preparer Non-Exempt
Unenrolled Return Preparers Non-Exempt
Registered Tax Return Preparer (RTRP) Exempt
CTEC Registered Tax Preparer (CRTP) Exempt
Oregon Licensed Tax Preparer (OBTP) Exempt
Maryland Licensed Individual Tax Preparer Exempt
New York Registered Tax Preparer Non-Exempt