VITA 2023 ADVANCED TEST
VITA 2023 ADVANCED TEST VOLUNTEER STANDARDS OF CONDUCT TEST QUESTIONS 1. Prior to working at a VITA/TCE site, ALL VITA/TCE volunteers (greeters, client facilitators, tax preparers, quality reviewers, etc.) must: - Correct Answer a. Annually pass the Volunteer Standards of Conduct (VSC) certification test with a score of 80% or higher. b. Sign and date the Form 13615, Volunteer Standards of Conduct Agreement, agreeing to comply with the VSC by upholding the highest ethical standards. c. Pass the Advanced tax law certification. d. All of the above. e. Both a and b <<< CORRECT 2. Can a volunteer be removed and barred from the VITA/TCE program for violating the Volunteer Standards of Conduct? - Correct Answer Yes 3. If a taxpayer offers you a $20 bill because they were so happy about the quality service they received, what is the appropriate action to take? - Correct Answer Thank the taxpayer, and explain that you cannot accept any payment for your services. 4. Jake is an IRS tax law-certified volunteer preparer at a VITA/TCE site. 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 to 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? - Correct Answer Max has violated the VSC because he is using the information he gained about Ali to further his own or another's personal benefit. 5. 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? - Correct Answer Max has violated the VSC because he is using the information he gained about Ali to further his own or another's personal benefit.
Written for
- Institution
- VITA
- Course
- VITA
Document information
- Uploaded on
- March 2, 2023
- Number of pages
- 9
- Written in
- 2022/2023
- Type
- Exam (elaborations)
- Contains
- Questions & answers
Subjects
- client facilitators
- tax preparers
- quality reviewers
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1 prior to working at a vitatce site
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all vitatce volunteers greeters
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etc must
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1 prior to working at a vitatce site
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all vitatce volun
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