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-Exempt610218
Exempt310215
Designation CategoryAFSP Status
PTIN Holder – No higher designation heldNon-Exempt
Enrolled AgentExempt
Enrolled Retirement Plan AgentExempt
Enrolled ActuaryExempt
CPAExempt
AttorneyExempt
Certified Financial Planner (CFP)Non-Exempt
Supervised PreparerNon-Exempt
Non-1040 PreparerNon-Exempt
Unenrolled Return PreparersNon-Exempt
Registered Tax Return Preparer (RTRP)Exempt
CTEC Registered Tax Preparer (CRTP)Exempt
Oregon Licensed Tax Preparer (OBTP)Exempt
Maryland Licensed Individual Tax PreparerExempt