Obtaining or Renewing the AFSP-RoC
- Complete all of the CE required by 11:59 pm, December 31st.
- Renew your PTIN
Tax Preparers who prepare taxes for profit must renew their PTIN between October 16 – December 31 each year.
- Consent to the obligation in Circular 230 through your PTIN online account.*
*Once you have completed the required CE and renewed your PTIN for the following year,
[email protected] will send you instructions on how to consent to the Circular 230 requirements. Qualifying participants will not receive AFSP-RoC until consent is given.
Upon completion, the IRS will notify the tax preparer that their RoC is available in their PTIN mailbox.
Tax Preparers without an online PTIN account will receive a letter from the IRS with instructions for completing the application process and obtaining the certificate.