VITA CERTIFICATION TEST EXAM ACTUAL EXAM COMPLETE EXAM
QUESTIONS WITH DETAILED VERIFIED ANSWERS (100% CORRECT
ANSWERS 2025
Terms in this set (80)
Which of the following is a d. All of the above
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
Which volunteers must take d. All of the above
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
If a volunteer violates the e. all of the above
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
,Bob, an IRS tax law certified a. Bob, the IRS tax law certified volunteer preparer
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
Heidi, a certified volunteer, is d. All of the above
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
Volunteers must verify the d. All of the above
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
True or False: The taxpayer True
should be informed of their
responsibility for the
information on the tax return
during the quality review
process .
True or False: Volunteers who True
refuse to use the
intake/interview process are
violating the Standards of
Conduct.
True or False: Mary, the Greeter, False
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
QUESTIONS WITH DETAILED VERIFIED ANSWERS (100% CORRECT
ANSWERS 2025
Terms in this set (80)
Which of the following is a d. All of the above
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
Which volunteers must take d. All of the above
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
If a volunteer violates the e. all of the above
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
,Bob, an IRS tax law certified a. Bob, the IRS tax law certified volunteer preparer
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
Heidi, a certified volunteer, is d. All of the above
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
Volunteers must verify the d. All of the above
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
True or False: The taxpayer True
should be informed of their
responsibility for the
information on the tax return
during the quality review
process .
True or False: Volunteers who True
refuse to use the
intake/interview process are
violating the Standards of
Conduct.
True or False: Mary, the Greeter, False
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
