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Exam (elaborations)

VITA Certification Test Exam Questions & Answers

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  • VITA Certification

VITA Certification Test Exam Questions & Answers-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 d...

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  • December 14, 2023
  • 15
  • 2024/2025
  • Exam (elaborations)
  • Questions & answers
  • VITA Certification
  • VITA Certification
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ProfMiaKennedy
VITA Certification Test Exam Questions & Answers
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 - 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 - d. 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 - 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 - 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?

, 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 - 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 - 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 . - True

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

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 . - False

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? - Yes

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. - False

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

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

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