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AFSP Bundle for Non-Exempt – Self-Study

This bundle contains an interesting mix of self-study courses. It provides the topics and credit hours needed for a non-exempt tax preparer to meet the 18-hour requirement to earn the IRS AFSP Record of Completion for the 2025 filing season.

All the courses are delivered in self-study format.

To be eligible for an AFSP Record of Completion, participants must complete all required continuing education by midnight (your local time), December 31, 2024.

For more information, click on the title of each course. No substitutions can be made.

If you have already purchased one of these courses and would like to purchase the bundle, please contact Support@DrakeCPE.com.

$210.00
  
Picture of AFSP Bundle for Non-Exempt – Self-Study

Prerequisites

Prerequisites are not necessary to participate and no advance preparation is needed.

Course Description

This bundle contains all self-study courses. It provides the topics and credit-hours needed for a non-exempt tax preparer to meet the 18-hour requirement to earn the IRS AFSP - Record of Completion for the 2025 filing season. All the courses in the bundle include a final exam and a score of 70% or higher must be obtained for each course in order to earn all credits.

No substitutions can be made. If you have already purchased one of these courses and would like to purchase the bundle, please contact Support@DrakeCPE.com.

Annual Filing Season Program (AFSP) Information

The IRS’s Annual Filing Season Program (AFSP) is a voluntary program designed to recognize the efforts of non-credentialed tax return preparers who increase their knowledge through continuing education (CE). To learn more about the benefits of participating in this program, visit the IRS Annual Filing Season Program page.

To earn an AFSP Record of Completion for the 2025 filing season, preparers must:

  • Complete an Annual Federal Tax Refresher (AFTR) course by December 31, 2024 (unless exempt – see the table below). 
  • Earn specified continuing education (CE) credits by December 31, 2024 – see the table below or IRS Pub 5646.
  • Obtain or renew a PTIN for the 2024 filing season after the PTIN renewal season begins in October 2024.
  • Consent to adhere to the obligations in Circular 230, Subpart B and section 10.51.

     

    AFSP Record of Completion CE Requirements
    AFTR Exemption Status AFTR Course & Exam Tax Law Update Federal Tax Law Ethics      Total CE Credits
     Non-Exempt  6 credits    10 credits  2 credits 18
     Exempt    3 credits  10 credits  2 credits 15 

     NOTE:  “Exempt” preparers may take the AFTR course and earn 6 hours of continuing education credit, except Enrolled Agents, who cannot receive CE credit for taking an AFTR course.  Exempt preparers earn 3 hours toward the federal tax update CE requirement, and the excess 3 hours earned apply towards the federal tax law CE requirement. 

     For more information, please see the Annual Filing Season Program FAQs or the AFSP video.

     

    System Requirements:
    A high-speed internet connection. 
    Internet browsers:
    Windows - Microsoft Edge/Chrome 56/FireFox 51
    Mac - Safari 10.0.3/Chrome 56/Firefox 51
    iOS 10  - Safari
    Android 5.0 - Chrome 

CPE Facts

Affiliation* CPE Awarded Delivery Method Field of Study Course ID Sponsor ID
IRS 18 Self-Study Federal Tax N/A FQTGU

* Individuals with other professional credentials should check with their state licensing board or accrediting organization to determine if this program meets their continuing education requirements.

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