VITA Certification /80 Questions And Answers
Updated 2023-2024
Quiz :Which of the following is a violation of the Volunteer Standards of
Conduct?
a . Knowingly preparing a false tax return
b . Having a donation/tip jar in the taxpayer waiting area at the site
c . Using taxpayer's personal information to ask for a date
d. All of the above - Answer :d. All of the above
Quiz :Which volunteers must take Volunteer Standards of Conduct training
and test?
a . Site Coordinators/Local Coordinators
b. Quality Reviewers and tax return preparers
c . Greeters
d. All VITA/TCE volunteers - Answer :d. All of the above
Quiz :If a volunteer violates the Volunteer Standards of Conduct, what are the
possible consequences?
a . Removal from the VITA/TCE programs
b . Criminal investigation c . Elimination of VITA/TCE grant funds
d . Deactivation of EFIN
e. All of the above - Answer :e. all of the above
Quiz :Bob, an IRS tax law certified volunteer preparer, told the taxpayer that
cash income does not need to be reported because the IRS will never find out.
The return was completed without the cash income . Jim, the designated
Quality Reviewer, simply missed this omission and the return was printed,
signed, and e-filed. Who has violated the Volunteer Standards of Conduct?
a. Bob, the IRS tax law certified volunteer preparer
b . Jim, the designated Quality Reviewer
c . Betty, the Site Coordinator
d. No one has violated the Volunteer Standards of Conduct - Answer :a. Bob,
the IRS tax law certified volunteer preparer
Quiz :Heidi, a certified volunteer, is working at the intake station. As part of
her duties, she is required to explain to the taxpayer what they are expected to
do today as part of the return preparation process . What should Heidi tell
them?
a . Form 13614-C must be completed prior to having the return prepared
, b . You will be interviewed by the return preparer and asked additional
questions as needed
c. You need to participate in a quality review of your tax return by someone
other than the return preparer
d. All of the above - Answer :d. All of the above
Quiz :Volunteers must verify the taxpayer has the following items as soon as
possible:
a. Photo identification
b. Social security number documents
c. All income statements, including Forms W-2, 1099-R, etc .
d. All of the above - Answer :d. All of the above
Quiz :True or False: The taxpayer should be informed of their responsibility for
the information on the tax return during the quality review process . -
Answer :True
Quiz :True or False: Volunteers who refuse to use the intake/interview process
are violating the Standards of Conduct. - Answer :True
Quiz :True or False: Mary, the Greeter, identifies the taxpayer's tax return
requires Advanced IRS tax law certification. Therefore, the certified tax
preparer must be certified to the Advanced level but the Quality Reviewer can
be certified to any level, including Basic . - Answer :False
Quiz :Yes or No: Is having a donation/tip jar in the waiting area at the
VITA/TCE site a violation of the Volunteer Standards of Conduct? - Answer :Yes
Quiz :True or False: I am currently a volunteer Greeter. I will not be preparing
tax returns. I do not need to take the Volunteer Standards of Conduct test. -
Answer :False
Quiz :Yes or No: Can a volunteer be removed and barred from the VITA/TCE
programs for violating the Volunteer Standards of Conduct? - Answer :Yes
Quiz :Yes and No: An IRS tax law certified volunteer preparer told the taxpayer
that cash income does not need to be reported. The return was completed
without the cash income. The designated Quality Reviewer simply missed this
omission and the return was printed, signed, and e-filed. Did the designated
Quality Reviewer violate the Volunteer Standards of Conduct? - Answer :No
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