Publication 5227 (Rev 4-2023) A Guide to the Annual Filing Season Program-2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by reviewing the introduction section, which outlines the purpose of the Annual Filing Season Program. Familiarize yourself with key terms and requirements.
3. Navigate to the 'Continuing Education Requirements' section. Here, you will find details on the number of hours needed based on your qualifications. Use our platform's text box feature to jot down your current education status.
4. In the 'Participation Steps' section, ensure you have an active Preparer Tax Identification Number (PTIN). Fill in your PTIN directly in the designated field within the document.
5. Review and complete any consent statements required for participation. Utilize our platform’s signature feature to sign electronically if necessary.
6. Finally, save your completed form and export it as a PDF for submission or record-keeping.

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