Tax Education
Attend a Class
CDTFA offers no-cost classes on many topics both in person and online. See the list below for available webinars, workshops, seminars, and classes and sign up using the registration link provided.
For self-paced instructional videos in English or Spanish, visit Video Resources and Tutorials.
Filter the events below (by month, location, etc.):
Businesses Impacted by Disaster
If disaster strikes your business, will you be prepared? Do you need assistance now? This presentation walks you step-by-step through requesting relief from penalty and interest, filing for an extension, recovering lost or destroyed records and, when necessary, closing and re-opening a location. Learn how to request a payment plan and who to contact to get immediate assistance with your account.
| Date | Location | Registration Link | Language |
|---|---|---|---|
| Monday, September 15, 2025 10:00 a.m. – 11:30 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Basic Recordkeeping
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, August 5, 2025 10:00 a.m. – 11:30 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
| Wednesday, August 6, 2025 2:30 p.m. – 3:30 p.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
| Monday, August 11, 2025 2:00 p.m. – 3:00 p.m. PDT |
Online via Microsoft Teams | Register Online | English |
| Tuesday, August 19, 2025 10:00 a.m. – 11:00 a.m. PDT |
Online via Microsoft Teams | Register Online | English |
| Thursday, August 28, 2025 1:00 p.m. – 2:30 p.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
| Thursday, September 4, 2025 10:00 a.m. – 11:30 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
| Friday, September 12, 2025 2:00 p.m. – 3:00 p.m. PDT |
Online webinar via Microsoft Teams | Register Online | English |
| Wednesday, September 17, 2025 2:00 p.m. – 3:30 p.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
| Tuesday, September 23, 2025 1:00 p.m. – 2:30 p.m. PDT |
Online via Microsoft Teams | Register Online | English |
Basic Sales & Use Tax
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, August 1, 2025 9:00 a.m. – 11:00 a.m. PDT |
Online Webinar Via Microsoft Teams | Register Online | English |
| Monday, August 4, 2025 10:00 a.m. – 11:30 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
| Wednesday, August 20, 2025 10:00 a.m. – 11:30 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
| Thursday, August 21, 2025 9:00 a.m. – 11:00 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
| Friday, August 22, 2025 10:00 a.m. – 12:00 p.m. PDT |
Online Via Microsoft Teams | Register Online | English |
| Tuesday, August 26, 2025 9:00 a.m. – 11:00 a.m. PDT |
Online Webinar Via Microsoft Teams | Register Online | English |
| Tuesday, September 2, 2025 10:00 a.m. – 11:30 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
| Wednesday, September 10, 2025 9:00 a.m. – 11:00 a.m. PDT |
Online Webinar Via Microsoft Teams | Register Online | English |
| Wednesday, September 17, 2025 9:30 a.m. – 11:30 a.m. PDT |
Online via Microsoft Teams | Register Online | English |
| Thursday, September 18, 2025 9:00 a.m. – 11:00 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
| Friday, September 19, 2025 10:00 a.m. – 12:00 p.m. PDT |
Online Via Microsoft Teams | Register Online | English |
Basic Sales & Use Tax AND Tax Return Preparation (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 |
|---|---|---|---|
| Tuesday, July 29, 2025 2:00 p.m. – 4:00 p.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
| Tuesday, August 12, 2025 2:00 p.m. – 4:00 p.m. PDT |
Online via Microsoft Teams | Register Online | English |
| Tuesday, September 23, 2025 1:00 p.m. – 3:00 p.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
CDTFA Services for Small Businesses
When it comes to small business, the CDTFA is at your service! Learn how to connect with live personnel via phone, chat, or through social media. Stay informed with emailed notices, newsletters, and bulletins. Tax guides, publications, and tax rates can all be accessed through our website. Our open data portal provides research and statistics, while our Taxpayer Rights Advocate can help with appeals. This instructor-led resource guide is conducted through Microsoft Teams, and should be viewed via a pc or laptop, NOT a phone or mobile device.
| Date | Location | Registration Link | Language |
|---|---|---|---|
| Monday, September 8, 2025 10:00 a.m. – 11:00 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Food Industry
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 |
|---|---|---|---|
| Friday, August 8, 2025 10:00 a.m. – 11:30 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
| Wednesday, August 20, 2025 9:30 a.m. – 11:30 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
| Tuesday, September 9, 2025 10:00 a.m. – 11:30 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Gas Station Owner Tax
Pump up your tax knowledge of running a gas station and convenience store. Included are tax implications involving CRV and CalFresh and common gas station sales such as food, lottery, and pre-paid mobile telephony. Fill-up on tax calculations and license requirements for cigarettes and tobacco, vehicle and diesel fuel and underground storage tanks. A one-stop class for your quick-stop shop!
| Date | Location | Registration Link | Language |
|---|---|---|---|
| Wednesday, August 20, 2025 1:00 p.m. – 2:30 p.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Internet and Home-Based Businesses
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, July 30, 2025 10:00 a.m. – 11:30 a.m. PDT |
online | Register Online | English |
| Monday, August 11, 2025 10:00 a.m. – 11:30 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
| Wednesday, August 13, 2025 10:00 a.m. – 11:30 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
| Tuesday, August 19, 2025 1:00 p.m. – 3:00 p.m. PDT |
Online via Microsoft Teams | Register Online | English |
Manufacturing and Research & Development Equipment Exemption
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, August 28, 2025 11:00 a.m. – 11:45 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Navigating CDTFA's Website
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 |
|---|---|---|---|
| Wednesday, August 13, 2025 2:00 p.m. – 3:30 p.m. PDT |
Online via Microsoft Teams | Register Online | English |
| Tuesday, September 9, 2025 2:00 p.m. – 3:30 p.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
| Monday, September 22, 2025 10:00 a.m. – 11:00 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Sales and Use Tax for Nonprofit Organizations
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 |
|---|---|---|---|
| Wednesday, August 27, 2025 9:00 a.m. – 11:00 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Partial Tax Exemptions for the Agriculture Industry
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, September 16, 2025 11:00 a.m. – 11:45 a.m. PDT |
Online webinar via Microsoft Teams | Register Online | English |
Sales and Use Tax for Auto Repair Shops
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 |
|---|---|---|---|
| Tuesday, July 29, 2025 10:00 a.m. – 11:00 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
| Monday, August 25, 2025 10:00 a.m. – 11:30 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Sales and Use Tax for Construction Contractors
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 29, 2025 1:00 p.m. – 2:30 p.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
| Wednesday, August 6, 2025 9:30 a.m. – 11:30 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Sales and Use Tax for Interior Designers and Decorators
Renovate your knowledge of taxes for drapery, reupholstery, and design projects. Get a modern look at invoicing, labor, and the use of subcontractors. Imagine how a clear view of use tax and seller's permits could enhance your space! Let the CDTFA layout all the taxable details in this custom-made presentation.
| Date | Location | Registration Link | Language |
|---|---|---|---|
| Thursday, July 31, 2025 10:00 a.m. – 11:30 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Sales and Use Tax for Liquor Stores
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.
Sales and Use Tax for Photographers
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 |
|---|---|---|---|
| Tuesday, August 19, 2025 11:00 a.m. – 12:00 p.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
| Tuesday, September 16, 2025 10:00 a.m. – 11:30 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Sales Tax Return Preparation
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 |
|---|---|---|---|
| Tuesday, August 5, 2025 2:00 p.m. – 3:30 p.m. PDT |
Online via Microsoft Teams | Register Online | English |
| Wednesday, August 6, 2025 10:00 a.m. – 11:30 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
| Monday, August 18, 2025 10:00 a.m. – 11:30 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
| Wednesday, August 20, 2025 1:30 p.m. – 3:00 p.m. PDT |
Online via Microsoft Teams | Register Online | English |
| Tuesday, August 26, 2025 1:00 p.m. – 2:30 p.m. PDT |
Online webinar via Microsoft Teams | Register Online | English |
| Wednesday, August 27, 2025 10:00 a.m. – 11:30 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
| Wednesday, September 10, 2025 1:00 p.m. – 3:00 p.m. PDT |
Online via Microsoft Teams | Register Online | English |
| Friday, September 12, 2025 10:00 a.m. – 11:30 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
| Tuesday, September 16, 2025 2:00 p.m. – 3:30 p.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Taxes and Fees for the Wine Industry
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 28, 2025 10:00 a.m. – 11:30 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
Used Car Dealers Tax Return Preparation
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 required DMV paperwork. ROS requirements, plus retail, wholesale, and out-of-state sales are all on the table in this helpful new class.
What To Expect If You're Audited
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, August 7, 2025 10:00 a.m. – 11:30 a.m. PDT |
Online via Microsoft Teams | Register Online | English |
| Tuesday, August 12, 2025 10:00 a.m. – 11:30 a.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |
| Wednesday, September 3, 2025 2:00 p.m. – 3:30 p.m. PDT |
Online Webinar via Microsoft Teams | Register Online | English |