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VITA Certification Exam| Questions and Answers, 100% Correct| Latest 2024

VITA Certification Exam| Questions and Answers, 100% Correct| Latest 2024
VITA Certification Exam| Questions and
Answers, 100% Correct| Latest 2024
To ensure quality service and accurate return preparation, every site is required to
have a process for assigning taxpayers to IRS tax law-certified preparers who are
certified at or above the level required to prepare their tax return.
a. True b. False
a. True
During the intake process, which of the following should the volunteer verify that
the taxpayer and spouse, if applicable, have with them to ensure the taxpayers can
be served that day?
a. Photo identification for both
b. Social Security or taxpayer identification number verification documents for
everyone listed on the return
c. All tax statement documents, including Forms W-2, 1099-R, etc.
d. All of the above
d. All of the above
Explaining the intake/interview and quality review process is important so the
taxpayer understands they are expected to:
a. Have a completed Form 13614-C, Intake/Interview & Quality Review Sheet,
prior to having the return prepared.
b. Answer the tax preparer's additional questions during the interview.
c. Participate in the quality review of their tax return.
d. All of the above.
d. All of the above.
Jan, a greeter, overheard an IRS tax law-certified volunteer, Jim, trying to sell
insurance to a taxpayer he was helping. Jim is an insurance agent in the
community. Jan feels like Jim was pushy, made the taxpayer uncomfortable, and
violated Volunteer Standard of Conduct #3. What should Jan do?
a. Make an announcement to the taxpayers in the waiting room to ignore Jim if he
tries to sell them insurance

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Specificaties

Niveau: University
School: South University
Opleiding: Nursing Fudermentals
Vaknaam: VITA Certification Exam
Alle documenten voor dit vak ›
Vakcode: VITA
Studiejaar: 2024
Document
Rubriek: Tentamens
Gemaakt op: 22-01-2024
Type: .pdf
Pagina's: 17
Taal: English
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VITA Certification Exam To ensure quality service and accurate return preparation every site is required to have a process for assigning taxpayers to IRS tax law-certified preparers who are certified at or above the level required to prepare their tax

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