VITA/TCE Tax Steps Process UPDATED ACTUAL Questions and
CORRECT Answers
1. What's step one of the in-person tax Taxpayer arrives at tax site, with ID and twx documents.
process? Completes IRS intake sheet.
2. What's step one of the virtual tax Taxpayer completes online IRS intake sheet, uploads ID
prep process? and tax documents to GetYourRefund/ the Hub.
3. What's step two of the in-person tax Intake specialist reviews documents with taxpayer to en-
prep process? sure info is correct and complete. Scans and uploads
documents to the Hub.
4. What's step two of the virtual tax Intake specialist reviews uploaded documents on the
prep process? Hub, calls taxpayer to ensure info is correct and com-
plete.
5. What's step three of the tax prep Tax preparer prepares return using TaxSlayer.
process?
6. What's step four of the tax prep Quality reviewer checks return to verify all information
process? has been entered correctly. Reviews return with taxpayer
(in-person or via phone call), answering any questions
and ensuring taxpayer understands refund or liability
amount.
7. What's step 5 of the tax prep Taxpayer signs return (physically or via The Hub) and
process? gives consent to e-file to IRS.
8. What's the process for reporting Email Elizabeth Olson at who then
glitches with the returns process? troubleshoots.
CORRECT Answers
1. What's step one of the in-person tax Taxpayer arrives at tax site, with ID and twx documents.
process? Completes IRS intake sheet.
2. What's step one of the virtual tax Taxpayer completes online IRS intake sheet, uploads ID
prep process? and tax documents to GetYourRefund/ the Hub.
3. What's step two of the in-person tax Intake specialist reviews documents with taxpayer to en-
prep process? sure info is correct and complete. Scans and uploads
documents to the Hub.
4. What's step two of the virtual tax Intake specialist reviews uploaded documents on the
prep process? Hub, calls taxpayer to ensure info is correct and com-
plete.
5. What's step three of the tax prep Tax preparer prepares return using TaxSlayer.
process?
6. What's step four of the tax prep Quality reviewer checks return to verify all information
process? has been entered correctly. Reviews return with taxpayer
(in-person or via phone call), answering any questions
and ensuring taxpayer understands refund or liability
amount.
7. What's step 5 of the tax prep Taxpayer signs return (physically or via The Hub) and
process? gives consent to e-file to IRS.
8. What's the process for reporting Email Elizabeth Olson at who then
glitches with the returns process? troubleshoots.
