1. 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
d. All of the above
2. Which volunteers must take Volunteer Stan-
dards of Conduct training and test?
a . Site Coordinators/Local Coordinators
b. Quality Reviewers and tax return preparers
c . Greeters
d. All VITA/TCE volunteers
e. all of the above
3. If a volunteer violates the Volunteer Stan-
dards of Conduct, what are the possible con-
sequences?
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
4. Bob, an IRS tax law certified volunteer prepar- a. Bob, the IRS tax law certified volunteer
er, told the taxpayer that cash income does ed Quality Reviewer,
not need to be reported because the IRS will simply missed this omis-
never find out. The return was completed sion and the return
without the cash income . Jim, the designat- was printed, signed,
,and preparer
, e-filed. Who has violated the Volunteer Stan-
dards of Conduct?
a. Bob, the IRS tax law certified volunteer pre-
parer
b. Jim, the designated Quality Reviewer
c. Betty, the Site Coordinator
d. No one has violated the Volunteer Stan-
dards of Conduct
5. Heidi, a certified volunteer, is working at the d. All of the above
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
6. Volunteers must verify the taxpayer has the d. All of the above
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 .
d. All of the above