VITA 2022 ADVANCED RETAKE TEST Questions and Correct Answer
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Course
VITA
Institution
VITA
VOLUNTEER STANDARDS OF CONTUCT RETEST QUESTIONS
1. Which volunteers must pass the Volunteer Standards of Conduct (VSC) certification test?
:-- All VITA/TCE site volunteers must pass the VSC certification test
2. Failure of a VITA/TCE volunteer to comply with the Volunteer Standards of Conduct
...
VITA 2022 ADVANCED RETAKE TEST
Questions and Correct Answer
VOLUNTEER STANDARDS OF CONTUCT RETEST QUESTIONS
1. Which volunteers must pass the Volunteer Standards of Conduct (VSC) certification test?
✓ :-- All VITA/TCE site volunteers must pass the VSC certification test
2. Failure of a VITA/TCE volunteer to comply with the Volunteer Standards of Conduct
could result in which of the following?
:-- a. The volunteer's removal from the VITA/TCE program.
b. The volunteer's inclusion in the IRS Volunteer Registry to bar future VITA/TCE activity
indefinitely.
c. Termination of the sponsoring organization's partnership with the IRS.
✓ d. All of the above may be considered an appropriate action depending on the type of
violation and the sponsoring organization's corrective actions. <<< CORRECT
3. Is having a donation/tip jar at the quality review station within the VITA/TCE site a
violation of the Volunteer Standards of Conduct?
✓ :-- Yes
DO NOT COPY AND PASTE!!
, Elscores: Wednesday, 21 August 2024 Latest Update
4. Maggie wants her tax refund quickly; however, she doesn't have a bank account for direct
deposit. She asks Josh, the tax law-certified preparer, to deposit her refund into his checking
account and turn the funds over to her when received. If Josh agrees to do this, has he
violated any of the Volunteer Standards of Conduct?
✓ :-- Yes
5. Pat is a paid tax preparer in the community; he also gives back to the community by
serving as an IRS tax law-certified volunteer tax preparer at a VITA/TCE site. While
conducting the interview with the taxpayer, Pat discovers the taxpayer's small business will
generate a loss, making the return out of scope for the VITA/TCE program. Pat explains to
the taxpayer that the tax return cannot be prepared at the VITA/TCE site, but he will offer the
taxpayer a discount at his paid tax preparation business down the road. Did Pat violate the
Volunteer Standards of Conduct (VSC)?
✓ :-- Yes, it is a violation of the VSC for Pat to solicit business from any taxpayer at
the
VITA/TCE site.
6. Ann, an IRS tax law-certified tax preparer, told the taxpayer that cash income does not
need to be reported because the IRS will never know about it. Ann indicated NO cash income
on Form 13614-C. Ann prepared the return without the cash income. The designated quality
reviewer was unaware of the conversation and therefore unaware of the cash income and the
return was printed, signed, and e-filed. Did the designated quality reviewer violate the
Volunteer Standards of Conduct?
✓ :-- No
DO NOT COPY AND PASTE!!
, Elscores: Wednesday, 21 August 2024 Latest Update
7. Jan, a greeter, overheard an IRS tax law-certified volunteer, Jim, trying to sell insurance to
a taxpayer he was helping. Jim is an insurance agent in the community. Jan feels like Jim was
pushy, made the taxpayer uncomfortable, and violated Volunteer Standard of Conduct #3.
What should Jan do?
✓ :-- Tell the coordinator what she heard, so they can immediately remove Jim from
the site and
report the incident using the external referral process by sending an email to
WI.Voltax@irs.gov.
8. Explaining the intake/interview and quality review process is important so the taxpayer
understands they are expected to:
✓ :-- a. Have a completed Form 13614-C, Intake/Interview & Quality Review Sheet,
prior to having the return prepared.
b. Answer the tax preparer's additional questions during the interview.
c. Participate in the quality review of their tax return.
d. All of the above. <<< CORRECT
9. During the intake process, which of the following should the volunteer verify that the
taxpayer (and/or spouse if applicable) has with them to ensure the taxpayers can be served
that day?
DO NOT COPY AND PASTE!!
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