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State of California Franchise Tax Board

VITA - Quiz

Welcome to the Volunteer Procedures Quiz. This quiz is not submitted for scoring, nor will it be recorded. This is just a chance for you to see how much you know about each section. Your answers will be evaluated upon your clicking the Submit button. If your answer is incorrect, we urge you to try again and then go back and study that particular sub-section which pertains to that question.

If you have taken some practice quizzes and feel comfortable with your results, please proceed to the final exam. This exam is graded and will determine if the Franchise Tax Board can grant you a certification as a Volunteer Income Tax Assistant. You may take the final exam at any time by clicking the link on the upper right of this page.

Good luck!

1 . The scope of VITA/TCE is to provide:  

2 . The most effective publicity is usually:  

3 . Once the return has been prepared, you may retain confidential information from the client's return in case the client needs to file a Form 540X.  

4 . The phone number you will give your client if they have questions about their account and you are not with them.  

5 . Any change in service hours or location should be reported immediately to:  

6 . The legal responsibility of the tax return belongs to:  

7 . If there is a doubt about whether a taxpayer should file a return, the volunteer should:  

8 . All information received from a client is confidential.  

9 . Volunteer site coordinators may use local newspapers, television and radio shows to publicize the program.  

10 . Discussion and retention of client information by an FTB volunteer site is not allowed.