VITA Certification Exam Questions
with Correct Verified Solutions 100%
Guaranteed Pass
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 - ANS ✔d. All of the above
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 - ANS ✔d. All of the above
VITA Certification
, 2
VITA Cert
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 - ANS ✔e. all of the above
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 - ANS ✔a.
Bob, the IRS tax law certified volunteer preparer
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?
VITA Certification
, 3
VITA Cert
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 - ANS ✔d. All of the above
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 - ANS ✔d. All of the above
True or False: The taxpayer should be informed of their responsibility
for the information on the tax return during the quality review
process . - ANS ✔True
True or False: Volunteers who refuse to use the intake/interview
process are violating the Standards of Conduct. - ANS ✔True
VITA Certification
The benefits of buying summaries with Stuvia:
Guaranteed quality through customer reviews
Stuvia customers have reviewed more than 700,000 summaries. This how you know that you are buying the best documents.
Quick and easy check-out
You can quickly pay through credit card or Stuvia-credit for the summaries. There is no membership needed.
Focus on what matters
Your fellow students write the study notes themselves, which is why the documents are always reliable and up-to-date. This ensures you quickly get to the core!
Frequently asked questions
What do I get when I buy this document?
You get a PDF, available immediately after your purchase. The purchased document is accessible anytime, anywhere and indefinitely through your profile.
Satisfaction guarantee: how does it work?
Our satisfaction guarantee ensures that you always find a study document that suits you well. You fill out a form, and our customer service team takes care of the rest.
Who am I buying these notes from?
Stuvia is a marketplace, so you are not buying this document from us, but from seller DoctorKen. Stuvia facilitates payment to the seller.
Will I be stuck with a subscription?
No, you only buy these notes for $11.49. You're not tied to anything after your purchase.