CE Requirements | TaxPreparersCE.com

Annual Filing Season Program CE Requirements

To be eligible for the IRS Annual Filing Season Program (AFSP) Record of Completion, tax preparers are required to complete continuing education annually. The requirement varies depending on whether a preparer is exempt from the Annual Federal Tax Refresher (AFTR) course. See Am I exempt? to determine if you are exempt from the AFTR course.

Education must be completed by 12/31 of the year prior to the filing season for which the Record of Completion is applicable. For example, continuing education must be completed by December 31, 2016 for the 2017 Annual Filing Season Program Record of Completion, which is valid for the January 1st to April 15th, 2017 filing season (for 2016 taxes).

For the 2017 filing season, continuing education requirements are as follows:

  • Tax Preparers who are required to take the AFTR course:
    • 6 hour Annual Federal Tax Refresher (AFTR) course
    • 10 hours Federal Tax Law
    • 2 hours Ethics
  • Tax Preparers who are exempt from the AFTR course:
    • 3 hours Federal Tax Updates
    • 10 hours Federal Tax Law
    • 2 hours Ethics

Click here to determine if you are exempt from the AFTR course