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 - answersd. 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 - answersd. 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 - answerse. all of the above
Bob, an IRS tax law certified volunteer
preparer, told the taxpayer that cash income
does not need to be reported because the IRS
will never find out. The return was completed
without the cash income . Jim, the designated
Quality Reviewer, simply missed this omission
and the return was printed, signed, and e-filed.
Who has violated the Volunteer Standards of
Conduct?
a. Bob, the IRS tax law certified volunteer
preparer
b . Jim, the designated Quality Reviewer
c . Betty, the Site Coordinator
d. No one has violated the Volunteer Standards
of Conduct - answersa. Bob, the IRS tax law
certified volunteer preparer
,Heidi, a certified volunteer, is working at the
intake station. As part of her duties, she is
required to explain to the taxpayer what they
are expected to do today as part of the return
preparation process . What should Heidi tell
them?
a . Form 13614-C must be completed prior to
having the return prepared
b . You will be interviewed by the return
preparer and asked additional questions as
needed
c. You need to participate in a quality review of
your tax return by someone other than the
return preparer
d. All of the above - answersd. All of the above
Volunteers must verify the taxpayer has the
following items as soon as possible:
a. Photo identification
b. Social security number documents
c. All income statements, including Forms W-2,
1099-R, etc .
d. All of the above - answersd. All of the above
True or False: The taxpayer should be informed
of their responsibility for the information on the
, tax return during the quality review process . -
answersTrue
True or False: Volunteers who refuse to use the
intake/interview process are violating the
Standards of Conduct. - answersTrue
True or False: Mary, the Greeter, identifies the
taxpayer's tax return requires Advanced IRS tax
law certification. Therefore, the certified tax
preparer must be certified to the Advanced level
but the Quality Reviewer can be certified to any
level, including Basic . - answersFalse
Yes or No: Is having a donation/tip jar in the
waiting area at the VITA/TCE site a violation of
the Volunteer Standards of Conduct? -
answersYes
True or False: I am currently a volunteer
Greeter. I will not be preparing tax returns. I do
not need to take the Volunteer Standards of
Conduct test. - answersFalse
Yes or No: Can a volunteer be removed and
barred from the VITA/TCE programs for
violating the Volunteer Standards of Conduct? -
answersYes
Yes and No: An IRS tax law certified volunteer
preparer told the taxpayer that cash income
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 - answersd. 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 - answersd. 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 - answerse. all of the above
Bob, an IRS tax law certified volunteer
preparer, told the taxpayer that cash income
does not need to be reported because the IRS
will never find out. The return was completed
without the cash income . Jim, the designated
Quality Reviewer, simply missed this omission
and the return was printed, signed, and e-filed.
Who has violated the Volunteer Standards of
Conduct?
a. Bob, the IRS tax law certified volunteer
preparer
b . Jim, the designated Quality Reviewer
c . Betty, the Site Coordinator
d. No one has violated the Volunteer Standards
of Conduct - answersa. Bob, the IRS tax law
certified volunteer preparer
,Heidi, a certified volunteer, is working at the
intake station. As part of her duties, she is
required to explain to the taxpayer what they
are expected to do today as part of the return
preparation process . What should Heidi tell
them?
a . Form 13614-C must be completed prior to
having the return prepared
b . You will be interviewed by the return
preparer and asked additional questions as
needed
c. You need to participate in a quality review of
your tax return by someone other than the
return preparer
d. All of the above - answersd. All of the above
Volunteers must verify the taxpayer has the
following items as soon as possible:
a. Photo identification
b. Social security number documents
c. All income statements, including Forms W-2,
1099-R, etc .
d. All of the above - answersd. All of the above
True or False: The taxpayer should be informed
of their responsibility for the information on the
, tax return during the quality review process . -
answersTrue
True or False: Volunteers who refuse to use the
intake/interview process are violating the
Standards of Conduct. - answersTrue
True or False: Mary, the Greeter, identifies the
taxpayer's tax return requires Advanced IRS tax
law certification. Therefore, the certified tax
preparer must be certified to the Advanced level
but the Quality Reviewer can be certified to any
level, including Basic . - answersFalse
Yes or No: Is having a donation/tip jar in the
waiting area at the VITA/TCE site a violation of
the Volunteer Standards of Conduct? -
answersYes
True or False: I am currently a volunteer
Greeter. I will not be preparing tax returns. I do
not need to take the Volunteer Standards of
Conduct test. - answersFalse
Yes or No: Can a volunteer be removed and
barred from the VITA/TCE programs for
violating the Volunteer Standards of Conduct? -
answersYes
Yes and No: An IRS tax law certified volunteer
preparer told the taxpayer that cash income
