1
VITA Intake/ Interview Review Test
Questions
R
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. -
E
ANS True
As part of the intake process, each site must: - ANS -Have a process to ensure a
H
return is within the scope of the VIT/TEC
-Identify the certification level needed to prepare a return.
G
-Have a process to ensure volunteers have the certification needed for the returns they
I
prepare.
-ALL OF THE ABOVE <<<<(correct answer)
H
In most cases, a volunteer must review photo identification for every taxpayer to deter
the possibility of identify theft - ANS TRUE
G
The site is busy with many taxpayers waiting for assistance . All volunteers are busy
preparing tax returns . Can you quality review the return you just prepared instead of
N
waiting for someone else to quality review the return? - ANS No, self review is
I
never an acceptable quality review method.
VITA/TCE sites are required to conduct quality reviews. - ANS Of every return
Y
prepared at the site
L
What should the certified volunteer preparer do before starting the tax return? - ANS
F
-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
13614-C.
- All the Above <<<< (correct answer)
When does the taxpayer sign the tax return? - ANS After quality review and after
being advised of their responsibility for the accuracy of the information on the return.
VITA Intake/ Interview Review Test
Questions
R
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. -
E
ANS True
As part of the intake process, each site must: - ANS -Have a process to ensure a
H
return is within the scope of the VIT/TEC
-Identify the certification level needed to prepare a return.
G
-Have a process to ensure volunteers have the certification needed for the returns they
I
prepare.
-ALL OF THE ABOVE <<<<(correct answer)
H
In most cases, a volunteer must review photo identification for every taxpayer to deter
the possibility of identify theft - ANS TRUE
G
The site is busy with many taxpayers waiting for assistance . All volunteers are busy
preparing tax returns . Can you quality review the return you just prepared instead of
N
waiting for someone else to quality review the return? - ANS No, self review is
I
never an acceptable quality review method.
VITA/TCE sites are required to conduct quality reviews. - ANS Of every return
Y
prepared at the site
L
What should the certified volunteer preparer do before starting the tax return? - ANS
F
-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
13614-C.
- All the Above <<<< (correct answer)
When does the taxpayer sign the tax return? - ANS After quality review and after
being advised of their responsibility for the accuracy of the information on the return.
