VITA ADVANCED TEST ACTUAL TEST 2026 | ALL
QUESTIONS AND CORRECT ANSWERS |
GRADED A+ | VERIFIED ANSWERS | UPDATED
VERSION
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
QUESTIONS AND CORRECT ANSWERS |
GRADED A+ | VERIFIED ANSWERS | UPDATED
VERSION
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
