The Annual Filing Season Program is a voluntary program designed to encourage non-credentialed tax return preparers to participate in continuing education (CE) courses. Drake Software offers a 6-hour AFTR course on DrakeCPE.com.

The Annual Federal Tax Refresher Course (AFTR) and required Continuing Education courses must be completed by December 31st (prior to the beginning of the tax season) in order to be eligible to receive a Record of Completion.

Why You Should Participate

Earning your IRS Annual Filing Season Program (AFSP) – Record of Completion boosts your professional credibility and grants limited representation rights before the IRS. Plus, you’ll be listed in the IRS Directory of Federal Tax Return Preparers, making it easier for clients to find you. For details, check out our AFTR FAQs or visit DrakeSoftware.com/AFSP.

Bundles

Easily complete all AFSP requirements with a discounted Bundle! DrakeCPE offers three bundles that meet all the requirements to earn your IRS Record of Completion for the 2026 filing season. Visit DrakeCPE.com AND SAVE OVER $40!

Non-Exempt AFSP Bundle − Self-Study Format

This bundle features a curated mix of self-study courses designed to meet the full 18-hour IRS Annual Filing Season Program (AFSP) requirement for non-exempt tax preparers. It includes all required topics, including the 6-hour Annual Federal Tax Refresher (AFTR) course, so you can earn your Record of Completion for the 2025 filing season on your own schedule.

Non-Exempt AFSP Bundle − Blended Format

This bundle combines self-study courses and on-demand webinars designed to meet the full 18-hour IRS Annual Filing Season Program (AFSP) requirement for non-exempt tax preparers. It includes all required topics, including the 6-hour Annual Federal Tax Refresher (AFTR) course, so you can earn your Record of Completion for the 2025 filing season through a mix of learning formats.

Exempt AFSP Bundle

This 15-hour bundle offers a mix of self-study courses and on-demand webinars designed for tax preparers who are exempt from the 6-hour Annual Federal Tax Refresher (AFTR) course. It includes all required topics for exempt preparers to meet the IRS Annual Filing Season Program (AFSP) requirements and earn a Record of Completion for the 2025 filing season.

For more information, including a discussion of benefits to participating, see:

• Revenue Procedure 2014-42.

• IRS AFSP Home Page - IRS.

Questions?

We are here to help. Contact us at Education@DrakeSoftware.com.