Annual Filing Season Program (AFSP) CE Packages for IRS Record of Completion

Name: Annual Filing Season Program (AFSP) Package
Brand: Surgent CPE

$99 – $139

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Exempt – Online $99

Exempt – Textbook $119

Non-Exempt – Online $119

Non-Exempt – Textbook $139

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Key features:

IRS-approved CE courses required to earn the 2026 AFSP Record of Completion
Available for both exempt and non-exempt preparers
Course materials provided in downloadable PDF or textbook format
Reference copies of exams included (AFTR exam excluded)
Automatic IRS reporting included
EasyRenew™ auto-renewal at this year’s price (opt-out anytime)

Not sure which category you fall into? Review the IRS guidelines to determine if you're exempt or non-exempt.

AFSP course image — **Need help choosing?** Talk to our team.

The Annual Filing Season Program (AFSP) is an initiative from the IRS that recognizes non-credentialed tax return preparers who voluntarily complete a required amount of continuing education. By completing the AFSP, tax preparers can gain limited representation rights and be listed in the IRS directory of qualified professionals.

Surgent makes it easy to fulfill the AFSP requirements with pre-built packages tailored for both exempt and non-exempt tax preparers. Our packages include exactly the courses you need, automatic reporting to the IRS, and the flexibility to choose from downloadable PDF or printed textbook formats.

Buying for a team? Contact us for pricing.

Surgent's AFSP Packages are ideal for preparers who:

Want Limited Representation Rights

Earn the AFSP Record of Completion and gain limited representation rights before the IRS.

Need a Streamlined Experience

Choose Surgent's all-in-one packages for exempt or non-exempt preparers — no guesswork or course hunting required.

Prefer Flexible Learning Formats

Pick from downloadable PDFs or printed textbooks to match your preferred study method.

Appreciate Easy IRS Reporting

All completed hours are reported to the IRS on your behalf — no manual steps needed.

Want to Be Listed in the IRS Directory

AFSP completion ensures you're listed among qualified preparers with credentials or select qualifications.

Value Peace of Mind

With Surgent’s trusted course structure and EasyRenew™, you can stay compliant year after year.

AFSP FAQs

Who is the AFSP for?: The AFSP is designed for non-credentialed tax preparers who want to increase their professional standing and gain limited representation rights before the IRS.
How do I know if I’m exempt or non-exempt?: Visit the IRS AFSP page to determine your exemption status. Generally, CPAs, EAs, and attorneys are exempt. Non-credentialed preparers are typically non-exempt.
What’s included in Surgent’s AFSP packages?: Each package includes all the required CE courses for your designation (15 or 18 hours), automatic IRS reporting, and the option to receive materials via PDF or textbook.
Do I need to take the AFTR course and exam?: Yes — but only if you are a non-exempt preparer. The AFTR (Annual Federal Tax Refresher) course and timed exam is required for non-exempt participants.
How does EasyRenew™ work?: Your package will automatically renew next year at this year’s price so you never miss a deadline. You can opt out at any time. EasyRenew™ details.