Tax help Colorado:Intake Quality Review Test

When does the taxpayer sign the tax return?

After quality review and after being advised of their responsibility for the accuracy of the information on the return

Which of the following is true?

C. Quality review is an effective tool for preparing an accurate tax return

10.As part of the intake process, each site must:

D. All of the above

What should the certified volunteer preparer do before starting the tax return?

Make sure all questions on Form 13614-C are answered. b. Change "Unsure" answers to "Yes" or "No" based on a conversation with the taxpayer. c. Complete all applicable Certified Volunteer Preparer shaded-area questions on Form 13614-C. D.All of all the above

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

True

When reviewing Form 13614-C, you see the "Interest" question is marked "Yes" and the taxpayer gives you a Form 1099-INT. You should ask the taxpayer if they had any other interest income.

True

You do not need to see proof of insurance coverage for a taxpayer if you feel that this information is not unusual or questionable.

True

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?

No, self review is never an acceptable quality review method

VITA and TCE sites are required to conduct quality reviews:

Of every return prepared at the site

All IRS-certified volunteer preparers participating in the VITA/TCE Programs must use Form 13614-C along with an effective interview for every return prepared at the site.

True