//where i found error
×

Training Center

For tax preparers

Step 1: Review CASH operations overview slides

Step 2: Complete NYS-mandated sexual harassment training

Step 3: Complete language access training

Additional materials:

Step 4: Download/Pick Up Training Materials

  • Pub 4012 – Main Reference Guide for Tax Preparation
  • Pub 6744 – Test/Retest Booklet
    • Limited supply of printed materials (Pub 4012 & 6744) are available for pickup at the CASH Site, Rochester Public Library, 4th Floor, 161 South Avenue, Rochester, NY 14626
  • Additional Training & Reference materials available
  • Helpful Hints for Tests: BasicAdvanced

Step 5: Complete Online Training
Each item has videos, downloadable files, and other information.

Step 6: Complete IRS certification test

Step 7: Complete background check

  • Once you submit your IRS certification test to CASH Admin Asst, you will be sent a link to fill paperwork regarding your background check. It takes about 10 minutes to fill out. The Volunteer Program Manager will notify you once you are in the clear within a week after you complete the paperwork. 
  • For more information, please read this document.

Step 8: Attend an In-person Onboarding Session. 

  • Sign up for an On-Boarding session on Volunteer Hub
    • Bring  Picture ID
  •  At the onboarding session, you will be given information
    needed to volunteer either at the site or remotely

Step 9: Complete Online Training Evaluation Survey

  • Evaluation link will be available January 2021

For non-tax volunteers

Step 1: Review CASH operations overview slides

Step 2: Complete NYS-mandated sexual harassment training

Training is required annually for staff and volunteers of Empire Justice Center (CASH’s parent agency)

Step 3: Complete language access training

Additional materials:

Step 4: Complete IRS Volunteer Standards of Conduct (VSC) training

Step 5: Sign up for training

  • Sign up on Volunteer Hub

Step 6: Complete background check

  • Once you submit your IRS certification test to CASH Admin Asst, you will be sent a link to fill paperwork regarding your background check. It takes about 10 minutes to fill out. The Volunteer Program Manager will notify you once you are in the clear within a week after you complete the paperwork. 
  • For more information, please read this document.

Step 7: Complete Online Training Evaluation Survey

  • Evaluation link will be available January 2021

Volunteer information

Tax Volunteer Resources 

CASH Staff information

 

Name Role Email
Ellen Oberton VITA Program Manager eoberton@empirejustice.org
Lee Ana Hess Volunteer Program Manager lhess@empirejustice.org
Susan Bonkowski Office Manager sbonkowski@empirejustice.org
  Virtual Coordinator * cashdowntown09@gmail.com *

*If you have any questions while working a shift from home, contact the Virtual Coordinator. 

 

Links

 

How-to videos

Random information

  • If Language Line is needed, contact Lee Ana for the phone number and pin. 

Office Support Volunteer Resources 

CASH Staff information

 

Name Role Email
Ellen Oberton VITA Program Manager eoberton@empirejustice.org
Lee Ana Hess Volunteer Program Manager lhess@empirejustice.org
Susan Bonkowski Office Manager sbonkowski@empirejustice.org
     

 

Links

Get in touch

Contact us with your training related questions