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CASH Training Center

Training Materials and Resources

2019 Volunteer Training Schedule

(includes links to the Vhub)

FRONT DESK MANAGERS (FDM)

Coming January 2019

Pre Training Assignment

Training Manual

PPT Training Slides

CASH ADVISORS (CA)

Coming January 2019

Pre Training Assignment Volunteer Standards of Conduct

Training Manual

PowerPoint Training Slides for New CAs

PowerPoint Training Slides for Returning CAs

TAX PREPARERS

VITA Online Tax Training Platform

  • This online training platform can be used in addition to or in lieu of in-person training.
  • Volunteers who choose this online option are required to attend an in-person NYS/Finishing the Return Workshop.
  • Click here and follow the links to sign up for online training and a NYS/Finishing the Return Workshop.

TRAINING MATERIALS

New Preparers

Agenda
PowerPoint

Returning Preparers

Agenda
PowerPoint