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VITA Certification /40 Questions And Answers Download To Pass!!!
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VITA Certification /40 Questions And AnswersDownload To Pass!!!
Quiz :To ensure quality service and accurate return preparation, every site is
required to have a process for assigning taxpayers to IRS tax law-certified
preparers who are certified at or above the level required to prepare their tax
return.
a. True b. False - Answer :a. True
Quiz :During the intake process, which of the following should the volunteer
verify that the taxpayer and spouse, if applicable, have with them to ensure
the taxpayers can be served that day?
a. Photo identification for both
b. Social Security or taxpayer identification number verification documents for
everyone listed on the return
c. All tax statement documents, including Forms W-2, 1099-R, etc.
d. All of the above - Answer :d. All of the above
Quiz :Explaining the intake/interview and quality review process is important
so the taxpayer understands they are expected to:
a. Have a completed Form 13614-C, Intake/Interview & Quality Review Sheet,
prior to having the return prepared.
b. Answer the tax preparer's additional questions during the interview.
c. Participate in the quality review of their tax return.
d. All of the above. - Answer :d. All of the above.
Quiz :Jan, a greeter, overheard an IRS tax law-certified volunteer, Jim, trying to
sell insurance to a taxpayer he was helping. Jim is an insurance agent in the
community. Jan feels like Jim was pushy, made the taxpayer uncomfortable,
and violated Volunteer Standard of Conduct #3. What should Jan do?
a. Make an announcement to the taxpayers in the waiting room to ignore Jim if
he tries to sell them insurance.
b. Tell the site coordinator what she heard, so he can immediately remove Jim
from the site and report the incident using the external referral process by
sending an email to WI.Voltax@irs.gov.
c. Mind her own business and do nothing. - Answer :b. Tell the site
coordinator what she heard, so he can immediately remove Jim from the site
and report the incident using the external referral process by sending an email
to WI.Voltax@irs.gov.
, Quiz :Ann, an IRS tax law-certified tax preparer, told the taxpayer that cash
income does not need to be reported because the IRS will never know about it.
Ann indicated NO cash income on Form 13614-C. Ann prepared the return
without the cash income. The designated quality reviewer was unaware of the
conversation and therefore unaware of the cash income and the return was
printed, signed, and e-filed. Did the designated quality reviewer violate the
Volunteer Standards of Conduct?
a. Yes b. No - Answer :b. No
Quiz :Pat is a paid tax preparer in the community; he also gives back to the
community by serving as an IRS tax law-certified volunteer tax preparer at a
VITA/TCE site. While conducting the interview with the taxpayer, Pat discovers
the taxpayer's small business will generate a loss, making the return out of
scope for the VITA/ TCE Programs. Pat explains to the taxpayer that the tax
return cannot be prepared at the VITA/TCE site, but he will offer the taxpayer a
discount at his paid tax preparation business down the road. Has Pat violated
the Volunteer Standards of Conduct (VSC)?
a. Yes, it is a violation of the VSC for Pat to solicit business from any taxpayer at
the VITA/TCE site.
b. No, it is not a violation since the return cannot be prepared at the site.
c. No, none of the VSC addresses soliciting business while volunteering at the
VITA/TCE site. - Answer :a. Yes, it is a violation of the VSC for Pat to solicit
business from any taxpayer at the VITA/TCE site.
Quiz :Maggie wants her tax refund quickly; however, she doesn't have a bank
account for direct deposit. She asks Josh, the tax law-certified preparer, to
deposit her refund into his checking account and turn the funds over to her
when received. If Josh agrees to do this, has he violated any of the Volunteer
Standards of Conduct?
a. Yes b. No - Answer :a. Yes
Quiz :Is having a donation/tip jar at the quality review station within the
VITA/TCE site a violation of the Volunteer Standards of Conduct?
a. Yes b. No - Answer :a. Yes
Quiz :Failure of a VITA/TCE volunteer to comply with the Volunteer Standards
of Conduct could result in which of the following?
a. The volunteer's removal from the VITA/TCE Programs.
b. Inclusion in the IRS Volunteer Registry to bar future VITA/TCE activity
indefinitely.
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