Volunteer Standards of Conduct
Things all volunteers must do - ANSpass the Volunteer Standards of Conduct (VSC) Test, sign
the VSC agreement, pass with a BASIC certification or above
Can a volunteer be removed/banned for violating the Volunteer Standards of Conduct? -
ANSyes
If a taxpayer offers you a $20 bill because they were so happy about the quality
service they received, what would be the appropriate action to take? - ANSThank them, but
explain that you can't accept any payment for your services.
When
preparing a return for Jill, Jake learns that Jill does not have a bank account to
receive a direct deposit of her refund. Jill is distraught when Jake tells her the
paper refund check will take three or four weeks longer than the refund being direct
deposited. Jill asks Jake if he can deposit her refund in his bank account and then
turn the money over to her when he gets it. What should Jake do? - ANSJake should explain
that a taxpayer's federal or state refund cannot be deposited
into a VITA/TCE volunteer's bank account and she will have to open an
account in her own name to have the refund direct deposited
Max prepares a tax return for Ali at a VITA/TCE site. He finds out during the interview
that Ali has no health insurance. After Ali leaves the site, Max writes her name
and contact information down to take home to his wife who sells health insurance
for profit. Which of the following statements is true? - ANSMax has violated the VSC because
he is using confidential information to
engage in a financial transaction to further his own or another's personal interest.
Bob, an IRS tax law-certified volunteer preparer, told the taxpayer that cash
income does not need to be reported because the IRS does not know about it.
Bob prepared a tax return excluding 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? - ANSBob, the tax law-certified
volunteer who prepared the return.
Sue, a VITA/TCE site coordinator, was watching the local news when she saw
Aaron, a new tax law-certified volunteer, in a story about several bank employees
being arrested for suspicion of embezzlement. She saw Aaron being led out of the
bank in handcuffs. Three days later, Sue is shocked when she sees Aaron show
up at the site ready to volunteer, apparently out on bond. She pulls Aaron aside
and explains that his arrest on suspicion of embezzlement could have a negative
Things all volunteers must do - ANSpass the Volunteer Standards of Conduct (VSC) Test, sign
the VSC agreement, pass with a BASIC certification or above
Can a volunteer be removed/banned for violating the Volunteer Standards of Conduct? -
ANSyes
If a taxpayer offers you a $20 bill because they were so happy about the quality
service they received, what would be the appropriate action to take? - ANSThank them, but
explain that you can't accept any payment for your services.
When
preparing a return for Jill, Jake learns that Jill does not have a bank account to
receive a direct deposit of her refund. Jill is distraught when Jake tells her the
paper refund check will take three or four weeks longer than the refund being direct
deposited. Jill asks Jake if he can deposit her refund in his bank account and then
turn the money over to her when he gets it. What should Jake do? - ANSJake should explain
that a taxpayer's federal or state refund cannot be deposited
into a VITA/TCE volunteer's bank account and she will have to open an
account in her own name to have the refund direct deposited
Max prepares a tax return for Ali at a VITA/TCE site. He finds out during the interview
that Ali has no health insurance. After Ali leaves the site, Max writes her name
and contact information down to take home to his wife who sells health insurance
for profit. Which of the following statements is true? - ANSMax has violated the VSC because
he is using confidential information to
engage in a financial transaction to further his own or another's personal interest.
Bob, an IRS tax law-certified volunteer preparer, told the taxpayer that cash
income does not need to be reported because the IRS does not know about it.
Bob prepared a tax return excluding 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? - ANSBob, the tax law-certified
volunteer who prepared the return.
Sue, a VITA/TCE site coordinator, was watching the local news when she saw
Aaron, a new tax law-certified volunteer, in a story about several bank employees
being arrested for suspicion of embezzlement. She saw Aaron being led out of the
bank in handcuffs. Three days later, Sue is shocked when she sees Aaron show
up at the site ready to volunteer, apparently out on bond. She pulls Aaron aside
and explains that his arrest on suspicion of embezzlement could have a negative
