Vita intake - Study guides, Class notes & Summaries

VITA Intake/ Interview Review Test Questions / Answers 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. - ANS True 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 ap...

VITA Intake- Interview Review Test 2024 Questions and Answers 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. -Answer-True What should the certified volunteer preparer do before starting the tax return? -Answer--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...

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. - True What should the certified volunteer preparer do before starting the tax return? - -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...

e. Both A and B Prior to working at a VITA/TCE site, ALL VITA/TCE volunteers (greeters, client facilitators, tax preparers, quality reviewers, etc .) must: a. Annually pass the Volunteer Standards of Conduct (VSC) certification test with a score of 80% or higher. b . Sign and date the Form 13615, Volunteer Standards of Conduct Agreement, agreeing to comply with the VSC by upholding the highest ethical standards . c. Pass the Advanced tax law certification. d . All of the above .e . Both a a...

VITA Intake/ Interview And Quality Review Test Questions & Verified Correct Answers Form 13614-C - ANSWER IRS form used for every return prepared at the site Form 13614-NR - ANSWER IRS form used for every return prepared at the site (nonresident) VITA/TCE programs - ANSWER Programs where IRS-certified volunteer preparers participate Thorough interview - ANSWER Interview conducted for every return prepared at the site Certified volunteer preparer - ANSWER Volunteer preparer certified...

VITA Intake- Interview Review Test Questions and Answers

VITA Intake/ Interview Review Test Questions

VITA Certification Exam (New 2023/ 2024 Update) Questions and Verified Answers| 100% Correct| Graded A QUESTION As part of the intake process, each site must: a. Have a process to ensure a return is within the scope of the VITA/TCE Programs b. Identify the certification level needed to prepare a return c. Have a process to ensure volunteers have the certification needed for the returns they prepare d. All of the above Answer: d. All of the above QUESTION When sh...

VITA Intake/ Interview Review Test Questions and Correct Answers 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. True What should the certified volunteer preparer do before starting the tax return? -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 ...

Form 13614-C, Intake/Interview & Quality Review Sheet, is a tool designed to assist IRS tax law-certified volunteers in asking the necessary questions to obtain the information necessary to prepare an accurate tax return. Purpose of this Training The training provided will educate all volunteers, especially greeters, who are not certified in tax law and who work in the intake area, on their role and involvement in the return preparation process. Adherence to the Intake/Interview ...