Annual Filing Season Program

Internal Revenue Service

The Annual Filing Season Program is a voluntary program, offered by the IRS, designed to encourage tax return preparers to participate in continuing education (CE) courses. Tax Materials, Inc. is an approved IRS CE Provider. (More)

Two Classifications of Tax Preparers

The IRS has determined two classifications of tax preparers.

1) Exempt from AFTR (Credentialed)
Tax Preparers with one of the following credentials are exempt from completing the AFTR course and test if they choose to participate in the AFSP:

  • CPA
  • Attorney
  • Enrolled Agent
  • Enrolled Retirement Plan Agent
  • Enrolled Actuary
  • National and State Tests (More)

2) Non-Exempt from AFTR (Non-Credentialed)
Tax preparers are required to take the AFTR course and test in addition to the continuing education hours to receive the AFSP-Record of Completion.

Continuing Education (CE) Requirements

Continuing Education taken between 1/1/2016 and 12/31/2016 will count as CE credit hours for the AFSP - Record of Completion.

Exempt - 15 Total CE Hours
3 CE Hours - Tax Law Updates
10 CE Hours - Federal Tax Law
2 CE Hours - Ethics
Choose Online Credit Hours or the AFSP Exempt Package to to complete your CE Requirements! See chart below to compare.
Non-Exempt - 18 Total CE Hours
6 CE Hours - AFTR Course and Test
10 CE Hours - Federal Tax Law
2 CE Hours - Ethics
Choose Online Credit Hours or the AFSP Non-Exempt Package to to complete your CE Requirements! See chart below to compare.

Compare AFSP Continuing Education Options

20 Online Credit Hours Best Seller! AFSP Exempt Package AFSP Non-Exempt Package
Overview Complete the Exempt or Non-Exempt CE Requirements.
  • Choose from a variety of courses
  • AFTR Course is available
  • 15 hours of CE
  • Includes 6 printed courses
  • Satisfies Exempt CE Requirements
  • 18 hours of CE
  • Includes the AFTR Course and 5 additional printed courses
  • Satisfies Non-Exempt CE Requirements
Retail Price $159 $179 $199