Tax Education Events
To ensure the health and safety of our customers and team members, until further notice all in-person classes have shifted to the live MS TEAMS webinars listed below. Pre-recorded videos on a variety of tax topics are also available via our Online Seminars webpage.
Para garantizar la salud y seguridad de nuestros clientes y miembros de nuestro equipo y hasta nuevo aviso, las clases "en persona" serán reemplazadas con Seminarios Web en la plataforma de MS Teams, abajo podrá ver un listado de los seminarios que tenemos disponibles para usted. De igual forma, en nuestra página de internet de Online Seminars (Seminarios en línea) contamos con videos pre-grabados en una gran variedad de temas de impuestos.
Seminars, Classes, Clinics, and Workshops
For more resources, please see Online Seminars.
Filter the events below by month, location, etc.
- Seminario Web Basico de Impuestos sobre las Ventas y el Uso
- Basic Recordkeeping
- Basic Sales & Use Tax
- Basic Sales & Use Tax AND Tax Return Preparation (combined)
- Cannabis Business Tax
- Food Industry
- Internet and Home-Based Businesses
- Manufacturing and Research & Development Equipment Exemption
- Motor Vehicle Dealers
- Navigating CDTFA's Website
- Nonprofit
- Partial Tax Exemptions for the Agriculture Industry
- Sales and Use Tax for Auto Repair Shops
- Sales and Use Tax for Construction Contractors
- Sales and Use Tax for Convenience Stores
- Sales and Use Tax for Liquor Stores
- Sales and Use Tax for Photographers
- Sales Tax Return Preparation
- Taxes and Fees for the Wine Industry
- Used Car Dealers Tax Return Preparation
- What to Expect During an Audit
Seminario Web Basico de Impuestos sobre las Ventas y el Uso
Obtener conocimiento de los impuestos sobre las ventas y uso, impuesto de distrito, impuesto sobre la mano de obra, y impuesto sobre el impuesto sobre las ventas interestatales y exterior. Obtenga información si es necesario obtener un permiso de vendedor y como usar un certificado de reventas. Aprenda como verificar si califica para exenciones y deducciones. Determine como AB147 y el facilitador de mercado afecta su negocio.
Fecha | Localización | Enlace de Registro | Idioma |
---|---|---|---|
Martes, 18 de julio de 2023 1:00 p.m. – 2:00 p.m. PDT |
Online Webinar via Microsoft Teams | Class is full. | Español |
Basic Recordkeeping Webinars and Workshops
Gain a solid foundation on what records should be kept, how long to keep them, and what details are most important. Find out what should be reflected on your receipts? You’ll discover how good recordkeeping will reduce your fear of audit and improve your business operation.
Date | Location | Registration Link | Language |
---|---|---|---|
Tuesday, June 13, 2023 9:00 a.m. – 10:00 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Thursday, June 22, 2023 9:00 a.m. – 10:00 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Thursday, July 6, 2023 3:00 p.m. – 4:00 p.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Tuesday, July 11, 2023 1:00 p.m. – 2:00 p.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Tuesday, August 1, 2023 1:00 p.m. – 2:00 p.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Tuesday, August 8, 2023 1:00 p.m. – 2:00 p.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Martes, 15 de agosto de 2023 1:00 p.m. – 2:00 p.m. PDT |
Online Webinar via Microsoft Teams | Regístrese en línea | Español |
Wednesday, August 23, 2023 10:00 a.m. – 11:00 a.m. PDT |
Temecula Valley Entrepreneur's Exchange
43200 Business Park Drive Temecula, CA 92590 |
Register Online | English |
Basic Sales & Use Tax Webinars and Workshops
Gain an understanding of sales and use tax, district tax, taxable and nontaxable labor, as well as foreign and interstate taxability. Learn if you need a seller’s permit and how to use a resale certificate. Discover exemptions and deductions which may be available to you. Determine how AB 147 and the Market Place Facilitator Act affects your business.
Date | Location | Registration Link | Language |
---|---|---|---|
Friday, June 9, 2023 10:00 a.m. – 11:30 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Thursday, June 15, 2023 9:00 a.m. – 11:00 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Tuesday, June 20, 2023 9:00 a.m. – 11:00 a.m. PDT |
Online Webinar Via Microsoft Teams | Register Online | English |
Friday, June 23, 2023 10:00 a.m. – 12:00 p.m. PDT |
Online Webinar Via Microsoft Teams | Register Online | English |
Wednesday, June 28, 2023 9:00 a.m. – 11:00 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Wednesday, June 28, 2023 1:00 p.m. – 3:00 p.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Friday, July 7, 2023 10:00 a.m. – 11:30 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Friday, July 14, 2023 10:00 a.m. – 12:00 p.m. PDT |
Online Webinar Via Microsoft Tems | Register Online | English |
Wednesday, July 19, 2023 9:00 a.m. – 11:00 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Wednesday, July 19, 2023 1:00 p.m. – 3:00 p.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Thursday, July 20, 2023 9:00 a.m. – 11:00 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Tuesday, July 25, 2023 1:00 p.m. – 3:00 p.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Monday, July 31, 2023 9:00 a.m. – 11:00 a.m. PDT |
Online Webinar Via Microsoft Teams | Register Online | English |
Friday, August 11, 2023 9:00 a.m. – 11:00 a.m. PDT |
Online Webinar Via Microsoft Teams | Register Online | English |
Thursday, August 17, 2023 9:00 a.m. – 11:00 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Friday, August 18, 2023 10:00 a.m. – 12:00 p.m. PDT |
Online Webinar Via Microsoft Teams | Register Online | English |
Tuesday, August 22, 2023 1:00 p.m. – 2:00 p.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Wednesday, September 6, 2023 9:30 a.m. – 11:30 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Friday, September 8, 2023 9:30 a.m. – 11:30 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Friday, September 22, 2023 10:00 a.m. – 12:00 p.m. PDT |
Online Webinar Via Microsoft Teams | Register Online | English |
Thursday, September 28, 2023 9:00 a.m. – 11:00 a.m. PDT |
Online Webinar Via Microsoft Teams | Register Online | English |
Thursday, October 19, 2023 9:00 a.m. – 11:00 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Thursday, November 16, 2023 9:00 a.m. – 11:00 a.m. PST |
Online Webinar via Microsoft Teams | Register Online | English |
Thursday, December 7, 2023 9:00 a.m. – 11:00 a.m. PST |
Online Webinar via Microsoft Teams | Register Online | English |
Basic Sales & Use Tax AND Tax Return Preparation Webinars and Workshops (combined)
Gain an understanding of sales and use tax, district tax, taxable and nontaxable labor, as well as foreign and interstate taxability. Discover exemptions and deductions which may be available to you. Determine how AB 147 and the Market Place Facilitator Act affects your business. Then, get step-by-step instructions on how to file a Sales and Use Tax return electronically using our new online services system.
Date | Location | Registration Link | Language |
---|---|---|---|
Monday, June 26, 2023 2:30 p.m. – 4:30 p.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Monday, July 10, 2023 2:00 p.m. – 4:00 p.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Monday, August 14, 2023 2:00 p.m. – 4:00 p.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Cannabis Business Tax Webinars and Workshops
Grow more aware of your tax requirements whether you are a cultivator, manufacturer, distributor, or retailer of cannabis. Learn who pays and remits when it comes to cultivation, excise, and sales taxes. Get clarity on terms like average market price, arms-length transaction, and excise tax computation. You'll be enlightened on the unique recordkeeping requirements of cannabis, plus how to administer tax on medical marijuana.
Date | Location | Registration Link | Language |
---|---|---|---|
Thursday, August 24, 2023 1:00 p.m. – 3:00 p.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Food Industry Webinars and Workshops
Restaurants, Convenience Stores, Food Trucks, Caterers – don’t miss this special webinar from the CDTFA! Learn how to navigate the complex menu of what foods are taxable and non-taxable, the “80/80 Rule,” and combo meals. Understand the law regarding employee meals, gratuities, catering and coupons. All that and more in this special webinar created just for you.
Date | Location | Registration Link | Language |
---|---|---|---|
Thursday, July 13, 2023 1:00 p.m. – 2:00 p.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Friday, August 4, 2023 1:00 p.m. – 2:00 p.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Tuesday, September 12, 2023 9:00 a.m. – 10:00 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Internet and Home-Based Businesses Webinars and Workshops
Many owners are surprised to find no blanket exemption for their Internet and home-based businesses. Learn how the recent Wayfair decision and marketplace facilitator rules have affected your online sales. Determine if you need a seller’s permit or are simply a qualified purchaser or 6015 retailer. Discover when district tax is applicable and how to sell items “tax included.” Consignment sales and drop shipping are also part of this informative presentation.
Date | Location | Registration Link | Language |
---|---|---|---|
Wednesday, June 21, 2023 9:00 a.m. – 11:00 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Wednesday, June 21, 2023 1:00 p.m. – 3:00 p.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Wednesday, July 5, 2023 9:00 a.m. – 11:00 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Wednesday, July 5, 2023 1:00 p.m. – 3:00 p.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Monday, August 7, 2023 9:00 a.m. – 11:00 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Manufacturing and Research & Development Equipment Exemption Webinars and Workshops
A no-nonsense incentive offering California manufacturers and research & development firms a sales tax break on their equipment purchases. See who and what qualifies, and the simplified paperwork. Everything from repair parts to full manufacturing plants. This savings is also available to contractors and sub-contractors working for a manufacturer, as well as electric power generating companies.
Date | Location | Registration Link | Language |
---|---|---|---|
Thursday, June 29, 2023 10:00 a.m. – 11:30 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Thursday, July 27, 2023 9:00 a.m. – 10:30 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Thursday, August 24, 2023 9:00 a.m. – 11:00 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Motor Vehicle Dealers Webinars and Workshops
"All dealers must go!" to this huge inventory of tax tips for sellers of automobiles. This full line of topics include: leasing, repossessions, trade-ins, loaners, demonstrators, and consignments. New requirements for the DMV, California Battery and Tire Fees, and interstate commerce exemptions are unveiled. Plus, special situations involving your Native American, foreign, and veteran customers.
Date | Location | Registration Link | Language |
---|---|---|---|
Tuesday, June 27, 2023 2:00 p.m. – 3:30 p.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Navigating CDTFA's Website Webinars and Workshops
CDTFA's website has evolved so that you can address almost every sales tax situation online! This class gives you step-by-step instruction on how to perform our most common tasks, all originating from our home page. How to use the search engine, find a tax rate, or locate tax tutorials. Learn the quickest way to find forms, publications, tax guides or register for updates. Request written tax advice, verify a permit, link to other tax agencies, it's all covered in this live demonstration.
Date | Location | Registration Link | Language |
---|---|---|---|
Tuesday, August 22, 2023 9:00 a.m. – 9:45 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Sales and Use Tax for Nonprofit Organizations Webinars and Workshops
Many are surprised to learn that there is no blanket exemption and that a sellers’ permit is required for most nonprofits. Get the rules that apply to your particular 501(c)(3), religious, youth, veteran, school, fraternal or other charitable organization. You’ll receive instruction on holding that spaghetti dinner or pancake breakfast, selling gift baskets, conducting raffles, and other taxable fund raisers.
Date | Location | Registration Link | Language |
---|---|---|---|
Tuesday, July 25, 2023 9:00 a.m. – 10:00 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Friday, August 4, 2023 9:00 a.m. – 10:00 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Thursday, August 31, 2023 1:00 p.m. – 2:00 p.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Friday, September 15, 2023 9:00 a.m. – 10:00 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Partial Tax Exemptions for the Agriculture Industry Webinars and Workshops
Harvest considerable savings as we teach you how to cultivate tax exemptions on farm equipment, machinery, and diesel fuel. Learn who qualifies, what equipment is covered, and how it must be used. You could reap the savings on repair parts, solar facilities, dairy equipment, poultry and egg production, and even certain agricultural and horticultural buildings.
Date | Location | Registration Link | Language |
---|---|---|---|
Tuesday, August 8, 2023 10:00 a.m. – 10:45 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Sales and Use Tax for Auto Repair Shops Webinars and Workshops
Open the hood on your taxability of parts and labor. Get the scoop on tools and supply items, and the rules on invoicing. Learn about use tax and how to complete a resale certificate. We’ll run down the tax implications of sublet repairs and working on vehicles for resale too. Tires, batteries, glass, paint and bodywork are all covered in this specialized class for Auto Repair.
Date | Location | Registration Link | Language |
---|---|---|---|
Friday, June 16, 2023 10:00 a.m. – 11:30 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Thursday, July 20, 2023 2:00 p.m. – 3:00 p.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Tuesday, August 15, 2023 11:00 a.m. – 11:45 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Sales and Use Tax for Construction Contractors Webinars and Workshops
Construction contractors and subcontractors can build a firm foundation of sales and use tax as it applies to your building projects. We'll frame the tax differences between Lump Sum, Time and Material, and Cost-Plus-A-Fee contracts. Then we'll assemble tax implications of materials, fixtures, machinery, and equipment as well as nailing down charges for fabrication and repair labor.
Date | Location | Registration Link | Language |
---|---|---|---|
Tuesday, July 18, 2023 9:00 a.m. – 11:00 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Thursday, August 3, 2023 9:00 a.m. – 11:00 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Monday, September 11, 2023 9:00 a.m. – 11:00 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Sales and Use Tax for Convenience Stores Webinars and Workshops
Just like your store, you'll find a little bit everything in this informative presentation. Pick up convenience store tips on mobile telephony, CRV, CalFresh, and lottery. Common quick-stop taxables and non-taxables are discussed like diapers or hot and cold food. Learn the responsibilities of a tobacco retailer and what to expect during inspections.
Date | Location | Registration Link | Language |
---|---|---|---|
Friday, July 14, 2023 1:00 p.m. – 2:30 p.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Sales and Use Tax for Liquor Stores Webinars and Workshops
Knowing the taxable and non-taxable items typically found on your shelves is just the beginning of this informative presentation. Also stock up on good recordkeeping practices, when use tax applies, and selling cigarettes and tobacco. Learn the ins and outs of CRV and coupons. Plus, we'll share other informative resources to keep you in "good spirits" as you confidently run your liquor store.
Date | Location | Registration Link | Language |
---|---|---|---|
Tuesday, June 27, 2023 10:00 a.m. – 11:30 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Sales and Use Tax for Photographers Webinars and Workshops
Develop your knowledge of sales and use tax as it applies to professional photography. This session exposes you to topics like digital vs. tangible photographs, reproduction rights, and technology transfer agreements. We will go frame-by-frame on subjects like stock photography, third party online galleries, and preliminary & finished art. Whether you're a portrait, wedding, or commercial photographer, we will capture the subjects you need.
Date | Location | Registration Link | Language |
---|---|---|---|
Monday, July 10, 2023 10:00 a.m. – 11:30 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Sales Tax Return Preparation Webinars and Workshops
Get step-by-step instructions on how to file your Sales and Use Tax return electronically using our new online services system. Learn how to pay use tax, figure out deductions, and calculate district tax when it’s applicable to your sales. You’ll finish with the know-how to file your sales and use tax return completely online!
Date | Location | Registration Link | Language |
---|---|---|---|
Wednesday, June 14, 2023 9:00 a.m. – 11:00 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Wednesday, June 14, 2023 1:00 p.m. – 3:00 p.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Monday, June 19, 2023 10:00 a.m. – 11:30 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Tuesday, June 20, 2023 1:00 p.m. – 2:00 p.m. PDT |
Online webinar via Microsoft Teams | Register Online | English |
Thursday, June 22, 2023 1:00 p.m. – 2:30 p.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Thursday, July 6, 2023 10:00 a.m. – 11:30 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Friday, July 7, 2023 10:00 a.m. – 11:30 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Wednesday, July 12, 2023 9:00 a.m. – 11:00 a.m. PDT |
Online Webinar via MIcrosoft Teams | Register Online | English |
Wednesday, July 12, 2023 1:00 p.m. – 3:00 p.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Friday, July 21, 2023 10:00 a.m. – 12:00 p.m. PDT |
Online Webinar Via Microsoft Teams | Register Online | English |
Friday, July 21, 2023 1:00 p.m. – 2:30 p.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Monday, July 24, 2023 1:00 p.m. – 2:30 p.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Wednesday, July 26, 2023 9:00 a.m. – 11:00 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Wednesday, July 26, 2023 1:00 p.m. – 3:00 p.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Monday, July 31, 2023 1:00 p.m. – 2:00 p.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Thursday, August 10, 2023 1:00 p.m. – 2:00 p.m. PDT |
Online webinar via Microsoft Teams | Register Online | English |
Taxes and Fees for the Wine Industry Webinars and Workshops
Get more than a taste of taxable and non-taxable sales, the alcoholic beverage tax, and other required licenses and permits as they apply to wine makers and sellers. Your selection of topics includes taxability of wine tastings, ingredients, oak barrels, and labels and packaging. We go straight to the vineyard to discuss taxes related to fertilizer, insecticides, seeds, plants, and farming exemptions. Cheers!
Date | Location | Registration Link | Language |
---|---|---|---|
Monday, July 17, 2023 10:00 a.m. – 11:30 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Used Car Dealers Tax Return Preparation Webinars and Workshops
Kick the tires on this brand-new presentation for used car dealers that pay tax directly to the DMV. You'll get a step-by-step test drive on filling out a sales and use tax return. We cover the online procedure bumper to bumper including schedules C, A, and the new MV. ROS requirements, plus retail, wholesale, and out-of-state sales are all on the table in this helpful new class.
Date | Location | Registration Link | Language |
---|---|---|---|
Tuesday, July 11, 2023 10:00 a.m. – 11:30 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
What to Expect During an Audit Webinars and Workshops
Give yourself piece of mind should you be selected for audit. Learn what to expect from your first notification letter through the exit conference. Avoid common errors and hear what records to keep. Discover what might have generated the audit, what an auditor looks for, and what are their forms of analysis. You can even self-assess with our Managed Audit Program.
Date | Location | Registration Link | Language |
---|---|---|---|
Thursday, June 8, 2023 1:30 p.m. – 3:00 p.m. PDT |
Online Webinar via Microsoft Teams | Class is full. | English |
Monday, August 7, 2023 1:00 p.m. – 3:00 p.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
CDTFA Events Calendar
- AGIN – Partial Tax Exemptions for the Agriculture Industry
- AUD – What to Expect During an Audit
- AUTO – Sales and Use Tax for Auto Repair Shops
- BID – Businesses Impacted by Disaster
- BRK – Basic Recordkeeping
- BSUT – Basic Sales & Use Tax
- BSUT/TRP – Basic Sales & Use Tax/Tax Return Preparation
- BSUTZH – 基本銷售和使用稅網絡研討會
- BSUTSP – Seminario Web Basico de Impuestos sobre las Ventas y el Uso
- CANN – Cannabis
- CNVS – Sales and Use Tax for Convenience Stores
- COCO – Construction Contractors
- ESCR – Escrow
- FDI – Food Industry
- GSO – Gas Station Owner Tax
- IFTA – International Fuel Tax Agreement (IFTA) Return Filing Webinar
- LQST – Liquor Stores
- IHBB – Internet & Home-Based Business
- INDE – Interior Design and Decoration
- MFG – Manufacturers' Exemption
- MVD – Motor Vehicle Dealers
- NAV – Navigating CDTFA's Website Webinar
- NBO – New Business Orientation
- NP – Nonprofit
- OFC – Online Filing Clinic
- PHOT – Sales and Use Tax for Photographers Webinar
- RE – Virtual Open House Webinar
- SBSL – Small Business Seminar (Live Event)
- SBSW – Small Business Seminar (Online)
- SSB – CDTFA Services for Small Businesses
- TRP – Tax Return Preparation
- UCTRP – Used Car Dealers Tax Return Preparation Webinar
- WINE – Taxes and Fees for the Wine Industry Webinar
Classes for Cigarette and Tobacco Product Retailers
Coming in 2023 Cigarette and Tobacco Product Retailer live MS Teams webinars. These webinars are for retailers who sell or plan to sell cigarettes or tobacco products in California (includes "vaping" products containing nicotine). This class is designed to inform, answer questions, and help retailers understand the state's requirements and their responsibilities as a vendor of tobacco products in California. During the class we will cover topics such as:
- Who must be licensed
- Sales of electronic smoking (vaping) devices such as eCigarettes
- What to expect during a CDTFA inspection
- What records you must maintain at your business location
- What violations can result in the seizure of your products
- Recent changes in law that may affect your sales of tobacco products
- What rights you have as a taxpayer, and much more…
If you are unable to attend you may review the class information online at Cigarettes and Tobacco Products Online Seminar for Retailers. The information provided in this tutorial is similar to that covered in the webinar.
Sales Tax Educational Opportunities
Online Tutorial for Sales and Use Tax – As an alternative to attending an instructor led class you can try our tutorial online, which provides the information in a self-paced environment.
Basic Sales and Use Tax Class – This instructor led class assists taxpayers in the following areas:
- Preparing a sales and use tax return
- Supporting and reporting exempt sales
- Using a resale certificate
- Determining what is taxable and non-taxable labor
- Maintaining adequate records
Sales and Use Tax Return Preparation Class – This instructor led class assists taxpayers in preparing a sales and use tax return. Participants are encouraged to bring in their own sales and use tax return along with any documentation pertaining to that return period.
Online Filing Clinics – Bring your sales and exemptions totals and file your own Sales & Use Tax return online during these all-day clinics. Extra CDTFA tax professionals will be on hand to lend assistance and answer your questions should you encounter any difficulties. No appointment is necessary for this free walk-in clinic.
New Business Orientation Class – These one hour sessions are designed for new business owners. These informal sessions will give a brief demonstration of our resources and how to file your taxes online. CDTFA staff will be available to answer your sales and use tax questions as it relates to your business or industry.
Recordkeeping Class – What records should you keep, how detailed, and for how long? What needs to be reflected on your receipts? Learn how to verify a seller's permit and use resale certificates for your protection. Determine proper documentation in foreign and interstate commerce, as well as other common exemptions and deductions. You'll discover how good recordkeeping will reduce your fear of audit and improve your business operation.
Small Business Tax Seminar – This half day seminar is held throughout the state and brings together representatives from California's tax agencies. Small business owners can learn about compliance issues and get their questions answered. Topics may include avoiding common sales and use tax problems, employee versus independent contractor, forms of ownership, and better business through better records.
Tax Seminar for Nonprofit and Exempt Organizations – This half day seminar is held throughout the state and brings together representatives from California's tax agencies. Nonprofit operators can learn how to stay compliant with tax laws and focus on their mission to improve the local community. Continuing Education Credit is given for enrolled agents, CPAs, and tax practitioners who qualify. You must stay all day to receive the four credits. Topics may include sales and use tax for nonprofit organizations, employee taxes for nonprofits, property tax exemption, and compliance for exempt organizations.
Taxpayer Educational Consultation Program (TECP) – This free program is designed to provide individualized tax education and assistance to new taxpayers that started a business in the last twelve months and filed at least two sales and use tax returns. You will receive a one-on-one consultation from a trained staff member who will review your business operations and recordkeeping system. Consultations are not audits, however, you will need to provide the staff member with access to your books and records so we can provide you with the best information and help make your business a success. To participate, or for more information and to verify if your business qualifies, please contact your local office today to schedule an appointment.
Speakers Bureau
Request a SpeakerThe California Department of Tax and Fee Administration (CDTFA) Speakers Bureau is committed to educating the business community on sales and use tax, property tax, and special taxes and fees laws and programs. We are also dedicated to informing the community about the function and purpose of the CDTFA. As such, the CDTFA Speakers Bureau provides free access to our subject matter experts. Representatives present on a broad variety of topics, providing technical information through presentations, workshops, serving as panel members, and/or staffing information tables at your event. Below is a list of frequently requested topics.
- Basic Sales & Use Tax
- Avoiding Sales & Use Tax Common Mistakes
- Basic Sales and Use Tax & Return Preparation
- Food Industry Seminar
- Sales & Use Tax for Nonprofit & Exempt Organizations
- Property Tax Exemptions for Nonprofit Organizations
- Appeals Overview for Business Owners and Tax Professionals – "Weighing Your Options"
In addition to speaker and staff requests, the Speakers Bureau program offers services to foreign tax delegations visiting the United States from other countries. This service includes a tour and a presentation to the group.