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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 . A volunteer is responsible for:  

2 . Does a volunteer have any legal responsibility for the accuracy of the completed return?  

3 . If a taxpayer asks for information regarding the Federal Privacy Act, refer them to:  

4 . SIDN must be included on all returns whether E-filed or manually completed.  

5 . 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.  

6 . Ordering additional paper forms can be done by:  

7 . Volunteers should not try to publicize their own sites.  

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

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

10 . SIDN/site numbers can be set as defaults in the TaxWise system.