AFSP Status and Requirements
Click here to learn more about what the IRS AFSP is and check the chart below to find out if you are Exempt or Non-Exempt.
AFSP Exemption Status | AFTR Course CE Credits | Tax Law Updates CE Credits | Federal Tax Law Updates 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 |