VITA Volunteer Standards of Conduct Flashcard

Front

Prior to working at a VITA/TCE site, ALL VITA/TCE volunteers (greeters, client facilitators, tax preparers, quality reviewers, etc.) must: Annually pass the Volunteer Standards of Conduct (VSC) certification test with a score of 80% or higher. Sign and date the Form 13615, Volunteer Standards of Conduct Agreement, agreeing to comply with the VSC by upholding the highest ethical standards.

Back

A and B

Front

Which volunteers must pass the Volunteer Standards of Conduct (VSC) certification test?

Back

All VITA/TCE site volunteers must pass the VSC certification test.

Front

Failure of a VITA/TCE volunteer to comply with the Volunteer Standards of Conduct could result in which of the following? Options: The volunteer’s removal from the VITA/TCE Programs., Inclusion in the IRS Volunteer Registry to bar future VITA/TCE activity indefinitely., Termination of the sponsoring organization’s partnership with the IRS., All of the above may be considered an appropriate action depending on the type of violation and the sponsoring partner’s corrective actions.

Back

All of the above may be considered an appropriate action depending on the type of violation and the sponsoring partner’s corrective actions.

Front

Can a volunteer be removed and barred from the VITA/TCE programs for violating the Volunteer Standards of Conduct?

Back

Yes

Front

Is having a donation/tip jar at the quality review station within the VITA/TCE site a violation of the Volunteer Standards of Conduct?

Back

Yes

Front

Which of the following is a violation of the VITA Standards of Conduct?
Options:
Knowingly preparing a false return
Having a donation/tip jar in the waiting area at the site
Using taxpayer’s personal information to ask for a date
All answers are correct

Back

All answers are correct

Front

Maggie wants her tax refund quickly; however, she doesn’t have a bank account for direct deposit. She asks Josh, the tax law-certified preparer, to deposit her refund into his checking account and turn the funds over to her when received. If Josh agrees to do this, has he violated any of the Volunteer Standards of Conduct?

Back

Yes

Front

Did the designated quality reviewer violate the Volunteer Standards of Conduct by missing the omission of cash income on a tax return that was printed, signed, and e-filed?

Back

Yes

Front

What should Jan do after overhearing a tax law-certified volunteer, Jim, trying to sell insurance to a taxpayer he was helping, which made the taxpayer uncomfortable and violated Volunteer Standard of Conduct #3?

Back

Tell the site coordinator what she heard, so he can immediately remove Jim from the site and report the incident using the external referral process by sending an email to [e-mail].

Front

What should Heidi, a VSC-certified volunteer working at the intake station, tell the taxpayer they are expected to do today as part of the return preparation process?

Back

All answers are correct.