VITA CERTIFICATION EXAM
VITA/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. - ANSWERS-b. Of every return
prepared at the site.
You do not need to see proof of cash donations made by taxpayer if
you feel that the information is not unusual or questionable.
a. True b. False - ANSWERS-a. True
In most cases a volunteer must review photo identification for every
taxpayer(s) to deter the possibility of identity theft.
a. True b. False - ANSWERS-a. 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. - ANSWERS-d.
After quality review and after being advised of 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. - ANSWERS-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.
- ANSWERS-c. Quality review is an effective tool for preparing an
accurate tax return.
VITA/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. - ANSWERS-b. Of every return
prepared at the site.
You do not need to see proof of cash donations made by taxpayer if
you feel that the information is not unusual or questionable.
a. True b. False - ANSWERS-a. True
In most cases a volunteer must review photo identification for every
taxpayer(s) to deter the possibility of identity theft.
a. True b. False - ANSWERS-a. 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. - ANSWERS-d.
After quality review and after being advised of 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. - ANSWERS-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.
- ANSWERS-c. Quality review is an effective tool for preparing an
accurate tax return.
