Below is the overview training process and detailed training checklist for Tax Year (TY) 2026. The link to register as a volunteer is listed under each category.
For new tax preparers
We are excited you want to join the CASH team!
All the training and scheduling can be found on our Better Impact page. This is an overview of the training required and the checklist below has more details of the training process. Click the link below to signup, register, and start training on our Better Impact Page.
General Training / Requirements –
All the general training is required and must be completed first before starting the specialized training.
- CASH Open House – In-Person or Online; Recorded sessions starting in December
- NYS-mandated Sexual Harassment Training – Online
- Language Access Training – Online
- Photo Release – Online
Specialized Tax Prep Training –
Tax-focused training must be completed in the order seen here.
- Self-Study Part 1
- Modules 1 and 2
- In-Person Session 1 (optional)
- Self-Study Part 2
- Remaining Modules
- In-Person Session 2 (optional)
- In-Person Session 3
Last Requirements –
After completing the general training and specialized training, these are the next steps.
- Taking, completing, and submitting IRS exam
- Tax Prep Onboarding
Detailed training checklist – new tax prep
For returning tax preparers
We are excited you are coming back to CASH!
All the training and scheduling can be found on our Better Impact page. This is an overview of the training required and the checklist below has more details of the training process. Click the link below to signup, register, and start training on our Better Impact Page.
General Training / Requirements –
All the general training is required and must be completed before starting the specialized training.
- CASH Open House – Online; Starting in December
- NYS-mandated Sexual Harassment Training – Online
- Language Access Training – Online
- Photo Release – Online
Specialized Tax Prep Training –
- “What’s New” session
Last Requirements –
After completing the general training and specialized training, complete the following requirements.
- Taking, completing, and submitting IRS test
- Tax Prep Onboarding
Detailed training checklist – returning tax prep–
For Interns
If you would like an internship, please fill out our Volunteer/ Intern Interest Form and upload your resume. The deadline for the general internship is December 23rd and for the paid internship, November 28th. After submitting the interest form, if you do not hear back from CASH within a business day, please contact the Volunteer Program Manager: dlangley@empirejustice.org
All the training and scheduling can be found on our Better Impact page. This is an overview of the training required and the checklist below has more details of the training process. Click the link below to signup, register, and start training on our Better Impact Page.
General Training / Requirements –
All the general training is required and must be completed before starting the specialized training.
- CASH Open House – Online; Starting in December
- NYS-mandated Sexual Harassment Training – Online
- Language Access Training – Online
- Photo Release – Online
Specialized Training –
Tax-focused training must be completed in the order seen here.
- Self-Study Part 1
- Modules 1 and 2
- In-Person Session 1
- Self-Study Part 2
- Remaining Modules
- In-Person Session 2
- In-Person Session 3
Client Support training
- Attend Client Support (Front Desk, Office Support, and Community Resource Navigator) In-person Training
Last Requirements –
After completing the general training and specialized training, complete the following requirements.
- Taking, completing, and submitting IRS test
- Tax Prep Onboarding
- Attend Client Support (Front Desk, Office Support, and Community Resource Navigator) Training and Onboarding
Detailed training checklist – Interns
For client & office support volunteers
All the training and scheduling can be found on our Better Impact page. This is an overview of the training required and the checklist below has more details about the training process. Click the link below to signup, register, and start training on our Better Impact Page.
General Training / Requirements –
All the general training is required and must be completed before starting the specialized training.
- CASH Open House – Online; Starting in December
- NYS-mandated Sexual Harassment Training – Online
- Language Access Training – Online
- Photo Release – Online
Last Requirements –
After completing the general training complete the following requirements.
- Taking, completing, and submitting IRS tests
- Attend Client & Office Support Training and Onboarding
Important dates:
NOTE: You will only be able to see and sign up for these pieces of training once you have completed all the pieces of the General Training.
Detailed Training checklist – client support
Volunteer Shifts
Client Support shifts
| Volunteer Needs | Client Support Shift 1 | Client Support Shift 2 | Client Support Shift 3 |
| Mon | 9:30A-1:30P | 1:30P-5:30P | 5:30- 8 pm |
| Tues | 9:30A-1:30P | 1:30P-5:30P | |
| Wed | 9:30A-1:30P | 1:30P-5:30P | 5:30- 8 pm |
| Thur | 11:30A-2:30P | 2:30P-5:30P | |
| Fri | 9:30A-1:30P | 1:30P-5:30P | |
| Sat | 10:30A-1:30P | 1:30P-4:30P |
Tax Prep and Quality Review Shifts
| Volunteer Needs | Tax Prep/ QR Shift 1 | Tax Prep/ QR Shift 2 | Tax Prep/ QR Shift 3 |
| Mon | 9:30A-1:30P | 1:30P-5:30P | 5:30- 8 pm |
| Tues | 9:30A-1:30P | 1:30P-5:30P | |
| Wed | 9:30A-1:30P | 1:30P-5:30P | 5:30- 8 pm |
| Thur | 11:30A-2:30P | 2:30P-5:30P | |
| Fri | 9:30A-1:30P | 1:30P-5:30P | |
| Sat | 10:30A-1:30P | 1:30P-4:30P |
