AFSP Package for Exempt Tax Preparers
If you are a CPA, Enrolled Agent, or attorney, or if you previously earned the IRS’s RTRP certification or are a participant in a state-based return preparer program, you are exempt from some of the requirements to earn the AFSP Record of Completion. (To find out if you qualify for exempt preparer status, please click here).
To earn the 2024 AFSP Record of Completion, exempt preparers must complete the following by Dec. 31, 2023:
Earn 15 hours of IRS-approved continuing education:
Obtain/renew a valid PTIN for the 2024 filing season
Consent to Circular 230 practice requirements
15-Hour AFSP Package for Exempt Preparers
These packages include all the course material that exempt preparers need to fulfill the 15-hour CE requirement. Choose the online download format for easy PDF access, the on-demand webcast format for audio/PowerPoint presentations available anytime you need them or the textbook format to have a hard copy of materials shipped to you.