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Training Center

Below is the overview training process and detailed training checklist for Tax Year (TY) 2021. 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.

  1. CASH Open House – In-Person or Online; Recorded sessions starting in December
  2. NYS-mandated Sexual Harassment Training – Online
  3. Language Access Training – Online
  4. Photo Release – Online

Specialized Tax Prep Training –

Tax-focused training must be completed in the order seen here.

  1. Self-Study Part 1
    1. Modules 1 and 2
  2. In-Person Session 1 (optional)
  3. Self-Study Part 2
    1. Remaining Modules
  4. In-Person Session 2 (optional)
  5. In-Person Session 

Last Requirements –

After completing the general training and specialized training, these are the next steps.

  1. Taking, completing, and submitting IRS exam
  2. Tax Prep Onboarding

    Detailed training checklist – new tax prep    –  Updated 1/20/22

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.

  1. CASH Open House – Online; Starting in December
  2. NYS-mandated Sexual Harassment Training – Online
  3. Language Access Training – Online
  4. Photo Release – Online

Specialized Tax Prep Training –

  1. “What’s New” session

Last Requirements –

After completing the general training and specialized training, complete the following requirements.

  1. Taking, completing, and submitting IRS test
  2. Tax Prep Onboarding

Detailed training checklist – returning tax prep–  Updated 1/20/22

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, December 1st.  After submitting the interest form, if you do not hear back from CASH within a business day, please contact the Volunteer Program Manager.

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.

  1. CASH Open House – Online; Starting in December
  2. NYS-mandated Sexual Harassment Training – Online
  3. Language Access Training – Online
  4. Photo Release – Online

Specialized Training –

Tax-focused training must be completed in the order seen here.

  1. Self-Study Part 1
    1. Modules 1 and 2
  2. In-Person Session 1
  3. Self-Study Part 2
    1. Remaining Modules
  4. In-Person Session 2
  5. In-Person Session 3

Client Support training

  1. 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.

  1. Taking, completing, and submitting IRS test
  2. Tax Prep Onboarding
  3. Attend Client Support (Front Desk, Office Support, and Community Resource Navigator) Training and Onboarding

Detailed training checklist – Interns–  Updated 11/30/21

 

For client 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 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.

  1. CASH Open House – Online; Starting in December
  2. NYS-mandated Sexual Harassment Training – Online
  3. Language Access Training – Online
  4. Photo Release – Online

Last Requirements –

After completing the general training complete the following requirements.

  1. Taking, completing, and submitting IRS test
  2. Attend Client Support (Front Desk, Office Support, and Community Resource Navigator) 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.

Client support Training and Onboarding (In-person):

  • January 18th- 10 am
  • January 18th- 12 pm
  • January 21st – 11 am
  • January 21st – 2 pm

Detailed Training checklist – client support –  Updated 11/30/21                             

Volunteer Shifts

 

Client Support shifts

Volunteer Needs Client Support Shift 1 Client Support Shift 2
Mon 9:30A-1:30P 1:30P-5:30P
Tues 9:30A-1:30P 1:30P-5:30P
Wed 9:30A-1:30P 1:30P-5:30P
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
Mon 9:30A-1:30P 1:30P-5:30P
Tues 9:30A-1:30P 1:30P-5:30P
Wed 9:30A-1:30P 1:30P-5:30P
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
 

 

 Volunteers who have completed the application:

Please click the button to log in to your Better Impact after creating your account.

Get in touch

Contact us with your training related questions