The AFSP

acat_banner_v2_2018.png

The Annual Filing Season Program

ABAs and ATPs do not need to take the Annual Refresher Course and Exam to be obtain the AFSP Record of Completion.
So Why take the Annual Federal Tax Refresher course and exam each year when you could earn a prestigious credential you can use after your name year after year?

As part of the voluntary IRS Annual Filing Season Program, which requires annual testing, an Annual Federal Tax Refresher Course and continuing education requirements, Accredited Business Accountant/Advisor (ABA) and Accredited Tax Preparer (ATP) credential holders are:

  • Exempt from the Annual Federal Tax Refresher Course and testing requirements
  • Automatically qualify for the AFSP-Record of Completion (with a valid PTIN, CPE and Circular 230)
  • As Record of Completion holders, will be included in the IRS public database of tax return preparers

The Annual Filing Season Program

ABAs and ATPs do not need to take the Annual Refresher Course and Exam to be obtain the AFSP Record of Completion.
So Why take the Annual Federal Tax Refresher course and exam each year when you could earn a prestigious credential you can use after your name year after year?

As part of the voluntary IRS Annual Filing Season Program, which requires annual testing, an Annual Federal Tax Refresher Course and continuing education requirements, Accredited Business Accountant/Advisor (ABA) and Accredited Tax Preparer (ATP) credential holders are:

  • Exempt from the Annual Federal Tax Refresher Course and testing requirements
  • Automatically qualify for the AFSP-Record of Completion (with a valid PTIN, CPE and Circular 230)
  • As Record of Completion holders, will be included in the IRS public database of tax return preparers 

I'm an ATP or ABA, How do I obtain an AFSP - Record of Completion

*The IRS matches our list of current ACAT credential holders by first and last name and PTIN number so they can include ATPs and ABAs in the online public database of tax return preparers. Make sure you renew your ACAT credentials and update your ACAT profile to make sure your ACAT record includes your name and PTIN number match what the IRS has on file for you. To update your profile, go to: www.acatcredentials.org/profile

How and when will I get my Record of Completion?

After you complete your continuing education and renew your PTIN for the upcoming year, you will receive an email from TaxPros@ptin.irs.gov with instructions on how to elect to participate and receive your record of completion in your online secure mailbox.

If you don’t have an online PTIN account, you will receive a letter with instructions for completing the process and obtaining your record of completion.