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VITA Certification 2024/2025 already graded A+ R185,57   Add to cart

Exam (elaborations)

VITA Certification 2024/2025 already graded A+

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  • Course
  • VITA Certification
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  • VITA Certification

VITA Certification 2024/2025 already graded A+

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  • January 29, 2024
  • 12
  • 2023/2024
  • Exam (elaborations)
  • Questions & answers
  • VITA Certification
  • VITA Certification
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VITA Certification

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 - ANSd. 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 - ANSd. All of the above

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 - ANSe. 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 - ANSa. 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?
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 - ANSd. 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 - ANSd. 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 . - ANSTrue

True or False: Volunteers who refuse to use the intake/interview process are violating the
Standards of Conduct. - ANSTrue

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 . - ANSFalse

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? - ANSYes

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. - ANSFalse

Yes or No: Can a volunteer be removed and barred from the VITA/TCE programs for violating
the Volunteer Standards of Conduct? - ANSYes

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? - ANSNo

Maggie asks Josh, the tax law certified preparer, to deposit her refund into Josh's checking
account and turn the funds over to her when received. If Josh says yes, he is in violation of the
standards. - ANSYes.

Every site is required to have a process for assigning taxpayers to tax law certified prepared
who are certified at or above the level required to prepare their return. - ANSTrue

Which of the following statements is NOT correct?
a. Volunteers should confirm the taxpayer's identity through photo ID.
b. Volunteers should verify the Social Security number and/or ITIN.
c. Volunteers should review all documents needed to prepare an accurate return.
d. Volunteers do not need to refer to the intake sheet when preparing the tax return . - ANSd.
Volunteers do not need to refer to the intake sheet when preparing the tax return .

The quality review process includes:
a. Assigning a Quality Reviewer with the appropriate certification level.

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