AFSP Status and Requirements

AFSP Credit Requirement Breakdown

Annual Filing Season Program (AFSP) Exemption Status		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		6		10	2	18
Exempt			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

The Income Tax School (ITS) is acknowledged by tax industry and IRS executives as the national standard for tax preparer training and was ranked #1 by Trendlists for online tax education. ITS was chosen above all U.S. tax schools to partner with a Fortune 1000 company and is referred to by them as “Best in Class.”

ITS is a comprehensive solution for all of your tax training needs. You can join the thousands of tax professionals, CPAs, tax business owners, national tax industry firms, tax service franchisors, colleges/universities and career schools that have relied on these quality tax courses for years.

All tax preparation courses are developed and taught by practicing income tax pros and are written in easy-to-understand language. You will benefit from tax class authors and expert instructors who have years of real world experience working with individuals and small businesses on a daily basis. And this practical knowledge will transfer to you.

All tax classes are available online – 24/7, allowing you to work at your own pace from anywhere with internet access. And as a student of The Income Tax School, you are not in this alone! You will receive personalized instructional support and feedback, as well as access to student and instructor forums.

Once you have successfully completed the Comprehensive Tax Course of our tax school, you will have the skills and knowledge required to prepare tax returns for the general public. In case you were wondering, no previous experience in tax preparation or accounting is required. It’s easy to get started today – so put yourself on the short path to earning more income with a tax education from The Income Tax School!

AFSP Credit Requirement Breakdown

Annual Filing Season Program (AFSP) Exemption Status

Annual Federal Tax Refresher (AFTR) Course CE Credits

Tax Law Updates CE Credits

Federal Tax Law CE Credits

Ethics CE Credits

Total CE Credits

Designation Category

AFSP Status