The Annual Filing Season Program is intended to recognize and encourage unenrolled tax return preparers who voluntarily increase their knowledge and improve their filing season competency through continuing education (CE).
How and when will I get my Record of Completion?
After PTIN renewal season begins in October, a Record of Completion will be generated to you once all requirements have been met, including renewal of your PTIN for the upcoming year and consent to the Circular 230 obligations.
If you have an online PTIN account, you will receive an e-mail from TaxPros@ptin.irs.gov with instructions on how to sign the Circular 230 consent and receive your certificate in your online secure mailbox. (Note: The TaxPros@ptin.irs.gov mailbox only sends messages. It does not accept or process messages.)
If you don’t have an online PTIN account, you will receive a letter with instructions for completing the application process and obtaining your certificate.