VITA ADVANCED TEST Question and
answers 100% correct 2025
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.
6. Bob, an IRS tax law-certified volunteer preparer, told the taxpayer that cash
income does not need to be reported because the IRS does not know about it.
Bob indicated NO cash income on Form 13614-C. Bob prepared a tax return
excluding the cash income. Jim, the designated quality reviewer, was
unaware of the conversation and therefore unaware of the cash income and
the return was printed, signed, and e-filed. Who violated the Volunteer
Standards of Conduct? - correct answer ✔Bob, the tax law-certified
volunteer who prepared the return.
7. Sue, a VITA/TCE coordinator, was watching the local news when she saw
Aaron, a new tax law-certified volunteer, in a story about several bank
employees being arrested for suspicion of embezzlement. She saw Aaron
being led out of the bank in handcuffs. Three days later, Sue is shocked when
she sees Aaron show up at the site ready to volunteer, apparently out on
bond. She pulls Aaron aside and explains that his arrest on suspicion of
embezzlement could have a negative effect on the site and therefore she
must ask him to leave the site. Sue removed his access to the software, she
then uses the external referral process to report the details to SPEC
headquarters by sending an email to . Did Sue take
appropriate actions as the coordinator? - correct answer ✔Yes
answers 100% correct 2025
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.
6. Bob, an IRS tax law-certified volunteer preparer, told the taxpayer that cash
income does not need to be reported because the IRS does not know about it.
Bob indicated NO cash income on Form 13614-C. Bob prepared a tax return
excluding the cash income. Jim, the designated quality reviewer, was
unaware of the conversation and therefore unaware of the cash income and
the return was printed, signed, and e-filed. Who violated the Volunteer
Standards of Conduct? - correct answer ✔Bob, the tax law-certified
volunteer who prepared the return.
7. Sue, a VITA/TCE coordinator, was watching the local news when she saw
Aaron, a new tax law-certified volunteer, in a story about several bank
employees being arrested for suspicion of embezzlement. She saw Aaron
being led out of the bank in handcuffs. Three days later, Sue is shocked when
she sees Aaron show up at the site ready to volunteer, apparently out on
bond. She pulls Aaron aside and explains that his arrest on suspicion of
embezzlement could have a negative effect on the site and therefore she
must ask him to leave the site. Sue removed his access to the software, she
then uses the external referral process to report the details to SPEC
headquarters by sending an email to . Did Sue take
appropriate actions as the coordinator? - correct answer ✔Yes
