Intake / Interview and Quality Review Test

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All IRS-certified volunteer preparers participating in the VITA/TCE programs must use Form 13614-C or Form 13614-NR along with a thorough interview for every return prepared at the site. *

0 points

a. True

b. False

What must the certified volunteer preparer do with Form 13614-C before starting the tax return? *

1 point

a. Verify each of the taxpayer’s responses on Form 13614-C.

b. For any box left unchecked, write “No”, “N/A” or leave a check mark in the Notes/Comments section to indicate an item does not apply based on a conversation with the taxpayer.

c. Determine the certification level required to complete the return.

d. All the above.

The Basic certification level is required to prepare a return with unreported tip income. *

1 point

a. True

b. False

A date must be entered on Form 13614-C, Page 1, to determine the appropriate filing status for taxpayers who are: *

1 point

a. Divorced

b. Legally separated

c. Widowed

d. All the above

VITA/TCE volunteers use Publication 4299, Privacy, Confidentiality, and Civil Rights - A Public Trust, to determine if a return is within scope. *

1 point

a. True

b. False

VITA/TCE sites are required to conduct quality reviews: *

1 point

a. For all returns prepared by volunteers who have less than two years of experience preparing returns.

b. For every return prepared at the site.

c. Only when there is a quality reviewer available.

d. For all returns prepared by volunteers with certification levels below Advanced, Military, or International.

In most cases a volunteer must review photo identification for every taxpayer(s) to prevent the possibility of identity theft. *

1 point

a. True

b. False

When does the taxpayer sign the tax return? *

1 point

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.

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? *

1 point

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.

Which of the following is true? *

1 point

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.

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