Vita intake - Study guides, Class notes & Summaries

VITA 2024 ADVANCED TEST EXAM QUESTIONS & ANSWERS-1. 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. ...

VITA Advanced Exam (Latest Update) Questions and Verified Answers| 100% Correct| Grade A Q: During the intake process, the volunteer should verify the taxpayer (and/or spouse, if applicable) has photo identification. Additionally, taxpayers must provide verification of taxpayer identification numbers (SSN or ITIN) for everyone listed on the tax return. Answer: True Q: Mary, a VSC-certified greeter, reviews the taxpayer's completed Form 13614-C, page 2, to identify what potential ...

VITA Intake/ Interview Review Test Questions | Questions with 100% Correct Answers | Verified | Updated 2024 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. - Answer️️ - True What should the certified volunteer preparer do before starting the tax return? - Answer️️ -- Make sure all questions on Form 13614-C are answered -Change "Unsure" answers to "Yes" o...

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 ...

1. 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 and b <<&l...

VITA Intake/ Interview Review Test Questions 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 As part of the intake process, each site must: - ANS - -Have a process to ensure a return is within the scope of the VIT/TEC -Identify the certification level needed to prepare a return. -Have a process to ensure volunteers have the certification needed for ...

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 136...

VITA Intake Interview Review Test Questions with 100% correct answers already graded A+.

VITA Intake/ Interview Review Test Questions With Solutions 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 a...