Annual Filing Season Program CE Plans

Annual Filing Season Program Window | June 1 – December 31

AFSP CE Plans to receive a certificate of completion for 2022

Pay One Low Fee for AFSP CE Credits
6 Attempts to Pass AFTR Course Exams
Download Course Content and Final Exam Questions for all Courses except AFTR
Automatic Certificates of Completion
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Annual Filing Season Program

The Annual Filing Season Program is a voluntary program designed to encourage non-credentialed tax return preparers to participate in continuing education (CE) courses. The AFSP is a voluntary program that allows non-credentialed return preparers to demonstrate completion of basic 1040 filing season tax preparation and other tax law training through continuing education. Return preparers who complete the requirements for the Annual Filing Season Program will be issued a Record of Completion that they can display and use to differentiate themselves in the marketplace if desired.  

There are three steps to receiving a certificate of completion. 

  1. Complete the required CE courses from June 1 to December 31, 2022.   
  2. Obtain or renew your PTIN for the upcoming tax year.
  3. The final step will be a required consent to adhere to specific practice obligations outlined in Subpart B and section 10.51 of Treasury Department Circular No. 230. 
Following the completion of all Continuing Education requirements and renewal of PTIN for the upcoming year, eligible return preparers will receive an email from the IRS. The email will provide instructions for logging into your PTIN account and completing the process. Following successful completion of these steps, you will be issued an Annual Filing Season Program – Record of Completion.  The CPE365 site has two CE plans that fulfill the AFSP CE requirements.

AFSP CE Plans

Non-Exempt AFSP 18 CE Plan

For non-credentialed tax return preparers
$99.99
$ 79
95
1 year access
  • Earn 18 IRS Approved AFSP CE credits for one fee (the listed plan fee). There are no hidden or recurring fees!
  • This plan includes ALL of the required CE courses for non-exempt AFSP participants.
  • All AFSP CE courses in this CE plan are approved by the IRS.
  • On Demand Courses. Access Until December 31st
  • Start taking courses immediately after purchase.
  • All course completions will be reported to the IRS.
  • To purchase this CE Plan and create an account, click the "Add to Cart" button below.

Exempt AFSP 15 CE Plan

For credentialed tax return preparers
$89.99
$ 74
95
1 year access
  • Earn 15 IRS Approved CE credits for one low fee. There are no hidden or recurring fees!
  • This plan includes ALL of the required CE courses for exempt AFSP participants.
  • All AFSP CE courses in this CE plan are approved by the IRS.
  • On Demand Courses. Access Until December 31st
  • Start taking courses immediately after purchase.
  • All course completions will be reported to the IRS.
  • To purchase this CE Plan and create an account, click the "Add to Cart" button below.

IRS-Approved CE Provider

CPE365 is an IRS-Approved CE Sponsor.  All courses are approved by the IRS and we report all CE course completions to the IRS.

CPE365 is an Approved IRS Continuing Education Provider Status for 2022.

CPE365 has AFSP CE courses that are approved by the IRS and fulfill the CE education requirements.  CPE365 will report all completed CE courses to the IRS.

Non-Exempt AFSP Preparers
CE Requirements

Exempt AFSP Tax Preparers
CE Requirements

Non-Exempt AFSP tax prepares must need to take the 6 hour AFTR course.  AFSP preparers that are non-exempt must earn 18 CE and take the following CE courses:

  • 6 CE AFTR course
  • 10 CE Federal Tax Law course
  • 2 CE Ethics course
The CPE365 Annual Federal Tax Refresher (AFTR) course covers tax law topics across three domains: New Tax Law/Recent Updates, General Review, and Practices.  The CPE365 course complies with the IRS published course content guidelines. 
The AFTR course will conclude with a timed, 100 question exam that assess a return preparer’s comprehension of each of the three domains covered in the AFTR course. Participants will have a maximum of 3 hours to complete the exam.  Each participant will have a MAXIMUM of 6 attempts to complete the AFTR course exam.  Each exam attempt will have randomized questions.

Exempt AFSP tax prepares do not need to take the 6 hour AFTR course.   Exempt AFSP tax prepares must earn 15 CE and take the following CE courses:

  • 3 CE Federal Tax Update course
  • 10 CE Federal Tax Law course
  • 2 CE Ethics course

The following are classified as exempt by the IRS:

  • Anyone who passed the Registered Tax Return Preparer test administered by the IRS between November 2011 and January 2013
  • Established state-based return preparer program participants currently with testing requirements: Return preparers who are active registrants of the Oregon Board of Tax Practitioners, California Tax Education Council, and/or Maryland State Board of Individual Tax Preparers.
  • SEE Part I Test-Passers: Tax practitioners who have passed the Special Enrollment Exam Part I within the past two years
  • VITA volunteers: Quality reviewers and instructors with active PTINs
  • Other accredited tax-focused credential-holders: The Accreditation Council for Accountancy and Taxation’s Accredited Business Accountant/Advisor (ABA) and Accredited Tax Preparer (ATP) programs

Frequently asked questions

Yes. Our company is an IRS approved CE provider.  Information about our approval can be found on the IRS CE Prodiver Systems – click here

Yes.  All AFSP CE courses are approved by the IRS and are registered in the CE system.  Each participant will be required to complete a pop-up form with your name and PTIN.

Yes. All AFSP CE courses are self-study courses. You are required to read the course reading material and pass an exam at the end of the course to receive a certificate of completion.

The AFTR (Annual Federal Tax Refresher) course is a unique course. This course requires reading the course material BUT you must pass a 100 question, timed exam.  You will only get 6 attempts to pass this exam. Each exam attempt will have different questions and you cannot print out the exam questions ahead of time. Finally, the exam MUST be completed in one three-hour sitting. Sorry, IRS rules are no saving the exam and resuming it at a later time.

All other CE courses are online self-study courses. These courses require reading the course material and passing an online exam.  You can download and print the exam questions and have them in front of you while reviewing the course material. You will also get unlimited attempts to pass the course exams.

CPE365 reports course completions to the IRS every Monday for courses that have been complete in the past 7 days. For CPE365 to report course completions, you MUST complete the pop-up with your name (as it is listed with the IRS) and your PTIN. You can also call our customer support. 

Yes. Both CE Plans include a 2 CE AFSP Ethics course. 

No. You just pay the one-time CE Plan fee. All materials that are required to earn AFSP CE credits are included for that one fee. Finally, services such as reporting CE courses to the IRS is included in the one-time plan fee.

Contact CPE365 pre-sales customer representatives for any additional questions that you may have related to CPE Plans, Approvals or Earning CPE credits on the CPE365 site.

Our clients say

"I bought a self-study CPE plan and it was great. I got to select my own courses. Super easy. Thanks."
debra
"Nice site. The site is easy to use and there is a great selection of courses. I love getting Ethics included in my plan at no additional cost."
Trisha
"I love how I can download the course reading content and the final exam. This made completing my CPE easy! Thanks."
suren
"I really like the on-demand webinars. I was able to go through them at my own pace and no exam."
Tim
"CPE365 was a great find. My plan includes live webinars for a very reasonable price. Webinars are super expensive on other sites."
carolyn
"Your free support is the best. Thanks so much for your quick reply and help!."
Vera