VITA 2023 ADVANCED TEST with
Correct Answers latest update
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: -
✔️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? -
✔️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? -
✔️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? -
✔️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? -
✔️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
