Volunteer Income Tax Assistance (VITA) Certification Practice Test

What should a VITA volunteer tell the taxpayer regarding the return preparation process?

1. The taxpayer should only fill out Form 13614-C

2. They must wait to be interviewed without any prior requirements

3. They should participate in a quality review of their tax return

4. All of the above

The correct answer is: All of the above

A VITA volunteer should inform the taxpayer about the return preparation process thoroughly, which includes several important steps. It is essential for the taxpayer to fill out Form 13614-C, also known as the Intake/Interview and Quality Review Sheet. This form captures key information that is necessary for accurate return preparation. Additionally, it’s important for the taxpayer to understand that they may need to wait for their turn to be interviewed, and during this time, they should gather all necessary documents and information, which aids in a smoother and faster process. Participating in a quality review is also a vital part of the VITA program. This step helps to ensure that the tax return has been prepared correctly and that all eligible credits and deductions have been claimed. Engaging in this review not only supports accuracy but also builds the taxpayer's confidence in the return being submitted. Therefore, communicating these aspects to the taxpayer about completing Form 13614-C, the interview process, and the quality review ensures they are well-informed and prepared for their tax return preparation experience.