VITA 2025 ADVANCED TEST WITH VERIFIED SOLUTIONS
1. VOLUNTEER STANDARDS OF CONDUCT TEST a. Annually pass the
QUESTIONS Volunteer Standards of
Conduct (VSC) certifi-
1. Prior to working at a VITA/TCE site, ALL cation test with a score
VITA/TCE volunteers (greeters, client facilitators, of
tax preparers, quality reviewers, etc.) must: 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. 2. Can a volunteer be removed and barred from Yes
the VITA/TCE program for violating the Volunteer
Standards of Conduct?
3. 3. If a taxpayer offers you a $20 bill because they Thank the taxpayer, and
were so happy about the quality service they explain that you cannot
received, what is the appropriate action to take? accept any payment for
your services.
4. 4. Jake is an IRS tax law-certified volunteer pre- Max has violated the
parer at a VITA/TCE site. When preparing a return VSC because he is us-
for Jill, Jake learns that Jill does not have a bank ing the information he
account to receive a direct deposit of her refund. gained about Ali to fur-
Jill is distraught when Jake tells her the paper ther his own or another's
refund check will take three to four weeks longer personal benefit.
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?
, VITA 2025 ADVANCED TEST WITH VERIFIED SOLUTIONS
5. 5. Max prepares a tax return for Ali at a VITA/TCE Max has violated the
site. He finds out during the interview that Ali has VSC because he is us-
no health insurance. After Ali leaves the site, Max ing the information he
writes her name and contact information down to gained about Ali to
take home to his wife who sells health insurance further his own or anoth-
for profit. Which of the following statements is er's personal benefit.
true?
6. 6. Bob, an IRS tax law-certified volunteer prepar- Bob, the tax law-certi-
er, told the taxpayer that cash income does not fied volunteer who pre-
need to be reported because the IRS does not pared the return.
know about it. Bob indicated NO cash income on
Form 13614-C. Bob prepared a tax return exclud-
ing 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 vio-
lated the Volunteer Standards of Conduct?
7. 7. Sue, a VITA/TCE coordinator, was watching Yes
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 ar-
rest 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 ac-
tions as the coordinator?
8. 8. Heidi, a VSC-certified volunteer, is working at a. Form 13614-C, In-
the intake station. As part of her duties, she is take/Interview & Quality
1. VOLUNTEER STANDARDS OF CONDUCT TEST a. Annually pass the
QUESTIONS Volunteer Standards of
Conduct (VSC) certifi-
1. Prior to working at a VITA/TCE site, ALL cation test with a score
VITA/TCE volunteers (greeters, client facilitators, of
tax preparers, quality reviewers, etc.) must: 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. 2. Can a volunteer be removed and barred from Yes
the VITA/TCE program for violating the Volunteer
Standards of Conduct?
3. 3. If a taxpayer offers you a $20 bill because they Thank the taxpayer, and
were so happy about the quality service they explain that you cannot
received, what is the appropriate action to take? accept any payment for
your services.
4. 4. Jake is an IRS tax law-certified volunteer pre- Max has violated the
parer at a VITA/TCE site. When preparing a return VSC because he is us-
for Jill, Jake learns that Jill does not have a bank ing the information he
account to receive a direct deposit of her refund. gained about Ali to fur-
Jill is distraught when Jake tells her the paper ther his own or another's
refund check will take three to four weeks longer personal benefit.
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?
, VITA 2025 ADVANCED TEST WITH VERIFIED SOLUTIONS
5. 5. Max prepares a tax return for Ali at a VITA/TCE Max has violated the
site. He finds out during the interview that Ali has VSC because he is us-
no health insurance. After Ali leaves the site, Max ing the information he
writes her name and contact information down to gained about Ali to
take home to his wife who sells health insurance further his own or anoth-
for profit. Which of the following statements is er's personal benefit.
true?
6. 6. Bob, an IRS tax law-certified volunteer prepar- Bob, the tax law-certi-
er, told the taxpayer that cash income does not fied volunteer who pre-
need to be reported because the IRS does not pared the return.
know about it. Bob indicated NO cash income on
Form 13614-C. Bob prepared a tax return exclud-
ing 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 vio-
lated the Volunteer Standards of Conduct?
7. 7. Sue, a VITA/TCE coordinator, was watching Yes
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 ar-
rest 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 ac-
tions as the coordinator?
8. 8. Heidi, a VSC-certified volunteer, is working at a. Form 13614-C, In-
the intake station. As part of her duties, she is take/Interview & Quality
