Select Your Course
2025 AFSP BUNDLE
NON-EXEMPT PREPARERS
For most unenrolled preparers who are not exempt from the 6-Hour AFTR requirement. See if you qualify here.
6 hour IRS AFTR Course
2 hours of IRS Tax Ethics
10 hours of Federal Tax Law Topics
Over 35 available courses
Open-book exams & multiple attempts
Automatic reporting to the IRS
2025 AFSP BUNDLE
EXEMPT PREPARERS
For certain preparers (EAs, CPAs, etc.) that do not need the 6-hour AFTR Course.
3 hours of Federal Tax Law Updates
2 hours of IRS Tax Ethics
10 hours of Federal Tax Law Topics
Over 35 available courses
Open-book exams & multiple attempts
Automatic reporting to the IRS
2025 AFTR COURSE
This course is for unenrolled preparers who already have 2-hours of ethics and 10-hours of federal tax law.
6 hour IRS AFTR Course
Not for EAs, CPAs, and other exempt preparers.
Open-book exam & multiple attempts
Automatic reporting to the IRS
2025 AFSP
AND CA BUNDLE
Satisfies the education requirements for California tax return preparers to renew CTEC registration and earn the IRS AFSP record of completion.
5 hour CA State Tax Course
3 hours of Federal Tax Law Updates
2 hours of IRS Tax Ethics
10 hours of Federal Tax Law Topics
Over 35 available courses
Open-book exams & multiple attempts
Automatic reporting to the IRS and CTEC
EAs, CPAs, and few others are exempt from the 6-Hour AFTR course. An exempt preparer needs 15 hours of continuing education to earn a Record of Completion. All other preparers need to complete 18 hours (and pass the 6-Hour AFTR course). See if you qualify.
ARE YOU EXEMPT FROM THE 2025 ANNUAL FEDERAL TAX REFRESHER COURSE?
What is an Exempt Preparer?
There are certain preparers who are exempt from the AFTR course requirement because they have already completed other recognized state or national competency tests. Members of the exempt group can still earn the AFSP Record of Completion. The main difference is that these preparers take a 3-hour tax update course instead of the AFTR course.
Who is exempt from taking the AFTR course?
Qualified exempt preparers need to complete 15 hours to earn the Record of Completion.
How does an exempt preparer earn the Annual Filing Season Program — Record of Completion without passing the AFTR?
Exempt preparers can obtain the AFSP – Record of Completion by completing 15 hours of IRS-approved CE, consenting to Circular 230 practice requirements, and obtaining or renewing a valid PTIN for the filing season.
The 15 hours must consist of:
- 3 hours of tax law updates
- 10 hours of federal tax law topics
- 2 hours of ethics
Set yourself APART! Participate in the Annual Filing Season Program. Start today
- By participating in the program and receiving an Annual Filing Season Program Record of Completion, you will be included in the IRS’s public directory of tax return preparers, This searchable directory is intended to help the public choose preparers who currently hold professional credentials recognized by the IRS or who hold an Annual Filing Season Program Record of Completion.
- Additionally, as a program participant you have limited representation rights, meaning you can represent your clients whose returns you have prepared and signed before examination, customer service representatives, and the Taxpayer Advocate Service. Tax return preparers without a professional credential who don’t participate in the Annual Filing Season Program have no representation rights before the IRS.
About Company
SwiftFP has provided innovative tax software solutions and services to tax professionals across the country for over ten years. We are a customer focused company with long-term strategic partnerships with industry-leading transmitters, financial product processors and other tax industry-related products.
Managed by MK Management Group
Contact Us
Columbus, OH 43213
Email: sales@swiftfp.com
Phone: (888) 550-6119
Fax: (614) 500-4387
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About Company
Swift FP has provided innovative tax software solutions and services to tax professionals across the country. We are a customer focused company with long term strategic partnerships with industry leading transmitters, bank product processors and other tax related financial products.
Managed by MK Management Group
Contact Us
Columbus, OH 43213
Email: sales@swiftfp.com
Phone: (888) 550-6119
Fax: (614) 500-4387
Quick Links
Subscribe
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