VITA Volunteer Standards of Conduct Flashcard

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Prior to working at a VITA/TCE site, ALL VITA/TCE volunteers (greeters, client facilitators, tax preparers, quality reviewers, etc.) must:

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Annually pass the Volunteer Standards of Conduct (VSC) certification test with a score of 80% or higher and sign and date the Form 13615, Volunteer Standards of Conduct Agreement, agreeing to comply with the VSC by upholding the highest ethical standards.

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

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

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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.

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

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

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Yes

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

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Yes

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Which of the following is a violation of the VITA Standards of Conduct? 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

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All answers are correct

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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?

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Yes

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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?

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Yes

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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?

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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].

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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?

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All answers are correct.