Vita intake Study guides, Class notes & Summaries

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...

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VITA Intake/ Interview Review Test Questions an 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 applicable...

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 indefin...

To ensure quality service and accurate return preparation, every site is required to have a process for assigning taxpayers to IRS tax law-certified preparers who are certified at or above the level required to prepare their tax return. a. True b. False a. True During the intake process, which of the following should the volunteer verify that the taxpayer and spouse, if applicable, have with them to ensure the taxpayers can be served that day? a. Photo identification for both b. Socia...

Make an effort to find the answer When in doubt: • Seek assistance from the coordinator • Seek assistance from a tax preparer with more experience • Reschedule/suggest the taxpayer come back when a more experienced tax preparer is available • Reference/research publications (i.e. Publication 17, Publication 4012, Publication 596, etc.) • Research for the answer • Call the VITA/TCE Hotline at 1-800-829-VITA (8482) • Research the Interactive Tax Assistance (ITA) on to address tax ...

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 Questions and Answers

VITA Intake/ Interview Review Test Questions & Verified 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. - 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 ...

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...