2022 Annual Filing Season Program (AFSP) Renewal Season

by Anne Shropshire, CLU | Jun 17, 2021

The 2022 Annual Filing Season Program (AFSP) Renewal Season has arrived! That means it’s time to complete the 2022 Annual Federal Tax Refresher (AFTR) course and earn your Annual Filing Season Program – Record of Completion (AFSP – RoC).

2022 Annual Filing Season Program (AFSP) Renewal Season

What Is the Annual Filing Season Program (AFSP)?

The Annual Filing Season Program (AFSP) is a professional education program for non-credentialed tax preparers. The AFSP was designed by the IRS to increase the competency and knowledge of tax preparers through annual continuing education (CE) courses.

After a tax return preparer completes the requirements for the Annual Filing Season Program, they will receive a Record of Completion (AFSP-RoC). Tax preparers can present or display their Record of Completion to their clients and in their marketing.

Who Can Take Part in the Annual Filing Season Program?

The Annual Filing Season Program (AFSP) was designed for non-credentialed tax preparers. The purpose is to give added confidence to tax professionals without credentials by guaranteeing or improving the tax professional’s expertise through continuing education.

The Annual Filing Season Program was NOT designed for any tax preparers with credentials, including attorneys, CPAs, enrolled agents, etc.

What Are the Benefits of an AFSP – Record of Completion (AFSP-RoC)?

By earning your AFSP – Record of Completion, you will:

  • refresh your tax knowledge with the latest updates and changes
  • differentiate yourself from other unenrolled preparers
  • become more discoverable through the IRS’s Federal Tax Return Preparers directory
  • increase your marketability to clients and offer more services like representation

Tax professionals with an AFSP-RoC receive limited representation rights. This means they can represent their clients before certain IRS employees including the IRS’s customer service reps and revenue agents. Credentialed tax professionals (including CPAs, enrolled agents, and attorneys) continue to be the only return preparers with unlimited representation rights with the IRS, including with appeals, audits, and any payment issues.

Without an AFSP-RoC, a non-credentialed return preparer cannot represent clients before any IRS employees on any matter.

How Do I Receive an AFSP – Record of Completion?

To receive your AFSP – Record of Completion, AFSP participants must complete 18 hours of continuing education from an IRS-approved CE provider like WebCE. The AFSP program requires completing the following CE course hours:

  • 6-hour Annual Federal Tax Refresher (AFTR) course
  • 10 hours of federal tax law
  • 2 hours of ethics

How Do I Receive an AFSP – RoC if I Passed the Registered Tax Return Preparer Test?

Those who have passed the Registered Tax Return Preparer test and certain other recognized national and state tests are exempt from the six-hour federal tax law refresher course requirement and its exam. You need 15 hours of continuing education each year to obtain an Annual Filing Season Program – Record of Completion.

Where Can I Take the Annual Federal Tax Refresher (AFTR) course?

With WebCE, you can take the stress and guesswork out of participating in the Annual Filing Season Program with our convenient online courses, unlimited exam retakes, printable certificates, and next-day reporting to the IRS. As an approved IRS AFSP continuing education provider, WebCE offers a variety of tax preparer CE and CPE courses satisfying the AFSP CE requirements, including the required 2022 Annual Federal Tax Refresher (AFTR) course. The 2022 AFTR course will be available online from June 1 – December 31, 2021.

To begin ordering courses to earn your AFSP – Record of Completion, visit our course catalog or call 877-488-9308 to speak to a member of our support services team. Our knowledgeable staff can answer any questions you may have about participating in the AFSP program and enrolling in AFSP courses.

Order 2022 AFTR Course