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VITA 2025 ADVANCED TEST BRAND
NEW ACTUAL EXAM WITH ANSWERS.
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
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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.
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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
8. Heidi, a VSC-certified volunteer, is working at the intake
station. As part of her duties, she is required to explain to the
VITA 2025 ADVANCED TEST BRAND
NEW ACTUAL EXAM WITH ANSWERS.
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
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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.
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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
8. Heidi, a VSC-certified volunteer, is working at the intake
station. As part of her duties, she is required to explain to the
