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Online Webinar

Using the internet and your phone, you will listen and watch as a live instructor demonstrates the course topics inside the Refunds Today software. Time will also be provided at the conclusion for questions and answers. These classes start in the summer and are held multiple times a week through the month of January. Each class is available in both English and Spanish.

In-House Training

Held at the Refunds Today Training Facility in Santa Fe Springs, CA., these classes focus on the functions of the tax software, creating returns, transmitting returns, software configuration, and are excellent for those needing a refresher after a long summer layoff or for those training new staff. These classes usually start in the early fall.



BASIC — Approximately 2-3 hours in length, this course is designed to show you the basic features and functionality of the Refunds Today software, the creation of a basic tax return including Earned Income Credit, multiple dependants, Affordable Care Act, Schedules B and C, as well as how to create an e-file.

COMPREHENSIVE — Approximately 3 hours in length, this course dives into more complex tax returns including but not limited to Sale of Home, Schedule E, Affordable Care Act, Depreciation, Foreclosures as well as advanced software setup features and functionality. (*) Eligible for 1 hour of CE credit. Attendees must have a PTIN and meet attendance criteria to get credit.


Annual Seminar — Los Angeles, CA

Refunds Today's annual 1-Day User's Seminar held in the Los Angeles area attracts between 300 — 400 participants. This one-day event provides an excellent opportunity for you to get hands on training with the Refunds Today software or dive into more complex tax issues as taught by our staff of seasoned tax analysts. You'll also meet your banking partners and be able to network with your fellow Refunds Today users. Seminar normally held on the end of November/beginning of December at a hotel/conference center near Los Angeles International Airport.

AFSP Credits — You can get IRS AFSP credits for attending this event! Basic Training qualifies for 3 CE Tax Law Update credits and Comprehensive qualifies for 4 CE Credits: 3 for Tax Law Updates and 1 for Federal Tax Content. PTIN is required at time of sign up to qualify.


Pre-Recorded Training

Get the training you need, anytime of the day or night, anywhere in the world you are. Refunds Today offers a FREE robust line of prerecorded software training clips that will help you and your staff with everything from start to finish. Some of the over 60 training clips include:

All these plus more are available at your fingertips, anytime you need them.