VITA Intake/ Interview Review Test
Questions
All IRS-certified volunteer preparers participating in the VITA/TEC Programs MUST use form
13614-C along with an effective interview for every return prepared at the site. - ANSTrue
What should the certified volunteer preparer do before starting the tax return? - ANS-Make sure
all questions on Form 13614-C are answered
-Change "Unsure" answers to "Yes" or "No" based on a conversation with the taxpayer.
-Complete all applicable Certified Volunteer Preparer shaded-area questions on Form 13614-C.
- All the Above <<<< (correct answer)
When reviewing Form 13614-C, you see the "Interest" question is marked "Yes" and the
taxpayer gives you a Form 1099-INT. You should ask the taxpayer if they had any other interest
income - ANSTRUE
VITA/TCE sites are required to conduct quality reviews. - ANSOf every return prepared at the
site
You do not need to see proof of insurance coverage for a taxpayer if you feel that this
information is not unusual or questionable - ANSTRUE
In most cases, a volunteer must review photo identification for every taxpayer to deter the
possibility of identify theft - ANSTRUE
When does the taxpayer sign the tax return? - ANSAfter quality review and after being advised
of their responsibility for the accuracy of the information on the return.
The site is busy with many taxpayers waiting for assistance . All volunteers are busy preparing
tax returns . Can you quality review the return you just prepared instead of waiting for someone
else to quality review the return? - ANSNo, self review is never an acceptable quality review
method.
Which of the following is true? - ANSQuality review is an effective tool for preparing an accurate
tax return.
As part of the intake process, each site must: - ANS-Have a process to ensure a return is within
the scope of the VIT/TEC
-Identify the certification level needed to prepare a return.
-Have a process to ensure volunteers have the certification needed for the returns they prepare.
-ALL OF THE ABOVE <<<<(correct answer)
Questions
All IRS-certified volunteer preparers participating in the VITA/TEC Programs MUST use form
13614-C along with an effective interview for every return prepared at the site. - ANSTrue
What should the certified volunteer preparer do before starting the tax return? - ANS-Make sure
all questions on Form 13614-C are answered
-Change "Unsure" answers to "Yes" or "No" based on a conversation with the taxpayer.
-Complete all applicable Certified Volunteer Preparer shaded-area questions on Form 13614-C.
- All the Above <<<< (correct answer)
When reviewing Form 13614-C, you see the "Interest" question is marked "Yes" and the
taxpayer gives you a Form 1099-INT. You should ask the taxpayer if they had any other interest
income - ANSTRUE
VITA/TCE sites are required to conduct quality reviews. - ANSOf every return prepared at the
site
You do not need to see proof of insurance coverage for a taxpayer if you feel that this
information is not unusual or questionable - ANSTRUE
In most cases, a volunteer must review photo identification for every taxpayer to deter the
possibility of identify theft - ANSTRUE
When does the taxpayer sign the tax return? - ANSAfter quality review and after being advised
of their responsibility for the accuracy of the information on the return.
The site is busy with many taxpayers waiting for assistance . All volunteers are busy preparing
tax returns . Can you quality review the return you just prepared instead of waiting for someone
else to quality review the return? - ANSNo, self review is never an acceptable quality review
method.
Which of the following is true? - ANSQuality review is an effective tool for preparing an accurate
tax return.
As part of the intake process, each site must: - ANS-Have a process to ensure a return is within
the scope of the VIT/TEC
-Identify the certification level needed to prepare a return.
-Have a process to ensure volunteers have the certification needed for the returns they prepare.
-ALL OF THE ABOVE <<<<(correct answer)
