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.
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 |
|
Non-Exempt |
