VITA CERTIFICATION EXAM
ELABORATIONS QUESTIONS
AND VERIFIED ANSWERS
2026/2027 UPDATE | 100%
SOLVED
Which of the following is a violation of the Volunteer Standards of
Conduct?
a . Knowingly preparing a false tax return
b . Having a donation/tip jar in the taxpayer waiting area at the site
c . Using taxpayer's personal information to ask for a date
d. All of the above - ANSWER ✔✔d. All of the above
,Which volunteers must take Volunteer Standards of Conduct training
and test?
a . Site Coordinators/Local Coordinators
b. Quality Reviewers and tax return preparers
c . Greeters
d. All VITA/TCE volunteers - ANSWER ✔✔d. All of the above
If a volunteer violates the Volunteer Standards of Conduct, what are the
possible consequences?
a . Removal from the VITA/TCE programs
b . Criminal investigation c . Elimination of VITA/TCE grant funds
d . Deactivation of EFIN
e. All of the above - ANSWER ✔✔e. all of the above
Bob, an IRS tax law certified volunteer preparer, told the taxpayer that
cash income does not need to be reported because the IRS will never
find out. The return was completed without 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?
a. Bob, the IRS tax law certified volunteer preparer
, b . Jim, the designated Quality Reviewer
c . Betty, the Site Coordinator
d. No one has violated the Volunteer Standards of Conduct -
ANSWER ✔✔a. Bob, the IRS tax law certified volunteer preparer
Heidi, a certified volunteer, is working at the intake station. As part of her
duties, she is required to explain to the taxpayer what they are expected
to do today as part of the return preparation process . What should Heidi
tell them?
a . Form 13614-C must be completed prior to having the return prepared
b . You will be interviewed by the return preparer and asked additional
questions as needed
c. You need to participate in a quality review of your tax return by
someone other than the return preparer
d. All of the above - ANSWER ✔✔d. All of the above
Volunteers must verify the taxpayer has the following items as soon as
possible:
a. Photo identification
b. Social security number documents
c. All income statements, including Forms W-2, 1099-R, etc .
COPYRIGHT©JOSHCLAY 2025/2026. YEAR PUBLISHED 2026. COMPANY REGISTRATION NUMBER: 619652435. TERMS OF USE. PRIVACY
STATEMENT. ALL RIGHTS RESERVED
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ELABORATIONS QUESTIONS
AND VERIFIED ANSWERS
2026/2027 UPDATE | 100%
SOLVED
Which of the following is a violation of the Volunteer Standards of
Conduct?
a . Knowingly preparing a false tax return
b . Having a donation/tip jar in the taxpayer waiting area at the site
c . Using taxpayer's personal information to ask for a date
d. All of the above - ANSWER ✔✔d. All of the above
,Which volunteers must take Volunteer Standards of Conduct training
and test?
a . Site Coordinators/Local Coordinators
b. Quality Reviewers and tax return preparers
c . Greeters
d. All VITA/TCE volunteers - ANSWER ✔✔d. All of the above
If a volunteer violates the Volunteer Standards of Conduct, what are the
possible consequences?
a . Removal from the VITA/TCE programs
b . Criminal investigation c . Elimination of VITA/TCE grant funds
d . Deactivation of EFIN
e. All of the above - ANSWER ✔✔e. all of the above
Bob, an IRS tax law certified volunteer preparer, told the taxpayer that
cash income does not need to be reported because the IRS will never
find out. The return was completed without 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?
a. Bob, the IRS tax law certified volunteer preparer
, b . Jim, the designated Quality Reviewer
c . Betty, the Site Coordinator
d. No one has violated the Volunteer Standards of Conduct -
ANSWER ✔✔a. Bob, the IRS tax law certified volunteer preparer
Heidi, a certified volunteer, is working at the intake station. As part of her
duties, she is required to explain to the taxpayer what they are expected
to do today as part of the return preparation process . What should Heidi
tell them?
a . Form 13614-C must be completed prior to having the return prepared
b . You will be interviewed by the return preparer and asked additional
questions as needed
c. You need to participate in a quality review of your tax return by
someone other than the return preparer
d. All of the above - ANSWER ✔✔d. All of the above
Volunteers must verify the taxpayer has the following items as soon as
possible:
a. Photo identification
b. Social security number documents
c. All income statements, including Forms W-2, 1099-R, etc .
COPYRIGHT©JOSHCLAY 2025/2026. YEAR PUBLISHED 2026. COMPANY REGISTRATION NUMBER: 619652435. TERMS OF USE. PRIVACY
STATEMENT. ALL RIGHTS RESERVED
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