Vita Certification Exam.pdf

VITA CERTIFICATION EXAM - 1st Attempt| Newest
update|Recently testing real exam
questions|COMPREHENSIVE QUESTIONS AND
VERIFIED ANSWERS|already graded A+



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 - ✔✔ANSW✔✔..👌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 - ✔✔ANSW✔✔..👌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 - ✔✔ANSW✔✔..👌e. all of the above


VITA and TCE sites are required to conduct quality reviews:
a. Of all the returns prepared by volunteers who have less than two years of experience
preparing returns
b. Of every return prepared at the site
c. Only when there is a Quality Reviewer available
d. Of all returns prepared by volunteers with certification levels below Advanced,
Military, or International - ✔✔ANSW✔✔..👌b. Of every return prepared at the site

True or False: You do not need to see proof of insurance coverage for a taxpayer if you
feel that this information is not unusual or questionable . - ✔✔ANSW✔✔..👌True

True or False: A volunteer must review photo identification for every taxpayer to deter
the possibility of identity theft . - ✔✔ANSW✔✔..👌True

, When does the taxpayer sign the tax return?
a. Before quality review and before being advised of their responsibility for the accuracy
of the information on the return
b. Before quality review and after being advised of their responsibility for the accuracy of
the information on the return
c. After quality review and before being advised of their responsibility for the accuracy of
the information on the return
d. After quality review and after being advised of their responsibility for the accuracy of
the information on the return - ✔✔ANSW✔✔..👌d. After quality review and after being
advised their responsibility for the accuracy of the information on the return.

The site is busy with many taxpayers waiting for assistance . All volunteers are busy
preparing tax returns . Can you quality review the return you just prepared instead of
waiting for someone else to quality review the return?
a . Yes, if it is a returning taxpayer b . Yes, with approval of the Site Coordinator
c. No, self review is never an acceptable quality review method d. No, unless you are
certified at the Advanced level - ✔✔ANSW✔✔..👌c. No, self review is never an
acceptable quality review method

Which of the following is true?
a. Quality review can be conducted by a volunteer preparer certified at Basic when the
tax return required an Advanced certification to prepare b. Quality review is conducted
after the taxpayer signs the tax return
c. Quality review is an effective tool for preparing an accurate tax return
d. Taxpayers do not need to be involved in the quality review process -
✔✔ANSW✔✔..👌c. Quality review is an effective tool for preparing an accurate tax
return

As part of the intake process, each site must:
a. Have a process to ensure a return is within the scope of the VITA/TCE Programs
b. Identify the certification level needed to prepare a return
c. Have a process to ensure volunteers have the certification needed for the returns
they prepare
d. All of the above - ✔✔ANSW✔✔..👌d. All of the above

When should an IRS-certified volunteer preparer participating in the VITA/TCE
Programs perform a complete interview of a taxpayer?
a. Only when the taxpayer has questions
b. Only if the taxpayer has never visited your site
c. Only when the site is not busy d. For every return prepared at the site -
✔✔ANSW✔✔..👌d. For every prepared tax return

The certified volunteer preparer should verify the return is within their certification level
as part of the Intake/Interview process. - ✔✔ANSW✔✔..👌True