Verified Answers| Latest 2026/ 2027
Update| Graded A+
You do not need to see proof of cash donations made by taxpayer if you
feel that the information is not unusual or questionable.
a. True b. False - correct answer -a. True
In most cases a volunteer must review photo identification for every
taxpayer(s) to deter the possibility of identity theft.
a. True b. False - correct answer -a. True
When does the taxpayer sign the tax return?
a. Before quality review and before being advised of their responsibility
for the accuracy of the information on the return.
b. Before quality review and after being advised of their responsibility
for the accuracy of the information on the return.
c. After quality review and before being advised of their responsibility
for the accuracy of the information on the return.
,d. After quality review and after being advised of their responsibility for
the accuracy of the information on the return. - correct answer -d. After
quality review and after being advised of their responsibility for the
accuracy of the information on the return.
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 waiting for someone else to quality
review the return?
a. Yes, if it is a returning taxpayer.
b. Yes, with approval of the site coordinator.
c. No, self review is never an acceptable quality review method.
d. No, unless you are certified at the Advanced level. - correct answer -
c. No, self review is never an acceptable quality review method.
Which of the following is true?
a. Quality review can be conducted by a volunteer preparer certified at
Basic when the tax return required an Advanced certification to
prepare.
b. Quality review is conducted after the taxpayer signs the tax return.
c. Quality review is an effective tool for preparing an accurate tax
return.
, d. Taxpayers do not need to be involved in the quality review process. -
correct answer -c. Quality review is an effective tool for preparing an
accurate tax return.
As part of the intake process, each site must:
a. Have a process to ensure a return is within the scope of the VITA/TCE
Programs.
b. Identify the certification level needed to prepare a return.
c. Have a process to ensure volunteers have the certification needed for
the returns they prepare.
d. All of the above. - correct answer -d. All of the above.
When should an IRS-certified volunteer preparer participating in the
VITA/TCE programs perform a complete interview of a taxpayer?
a. Only when the taxpayer has questions.
b. Only if the taxpayer has never visited your site.
c. Only when the site is not busy.
d. For every return prepared at the site. - correct answer -d. For every
return prepared at the site.