Some tax preparers do not need to complete the 6-hour Annual Federal Tax Refresher (AFTR) course to qualify for the Annual Filing Season Program Record of Completion. These preparers still need to complete 15 hours of approved continuing education to qualify for the program.
The following preparers are exempt from the AFTR requirement:
To view detailed requirement descriptions for all preparer categories, please Click Here
NOTE: The Annual Filing Season Program is for unenrolled preparers, therefore attorneys, certified public accountants (CPA), enrolled agents (EA), enrolled retirement plan agents (ERPA), and enrolled actuaries do not need to take continuing education for this program.