What is a 13615 form?
Use of Form 13615: This form provides information on a volunteer’s certification. All VITA/TCE volunteers (whether paid or unpaid workers) must pass the Volunteer Standards of Conduct certification, and sign and date Form 13615, Volunteer Standards of Conduct Agreement, prior to working at a VITA/TCE site.
What is a 13614 C?
Form 13614-C, Intake, Interview & Quality Review, is the intake form developed by the IRS-SPEC office—the part of IRS that administers the VITA program. ▪Form 13614-C is: ▪designed to capture the information that is needed to prepare a. complete and accurate tax return.
Which volunteers must pass the VSC certification test?
All volunteers (coordinators, certified volunteer preparers, quality reviewers, greeters, screeners, client facilitators, etc.) are required to complete the VSC certification, annually.
What is a VITA qualified experienced volunteer?
Qualified Experienced Volunteer (QEV) Test – SPEC offers a tax law certification that allows experienced VITA/TCE volunteers to certify on new provisions and tax law changes and more complex tax situations met at sites. Upon passing this test, volunteers are considered certified at the Advanced level.
What should the certified volunteer preparer do?
IRS-certified volunteer preparers are required to exercise due diligence. This means, as a volunteer, you are required to do your part when preparing or quality reviewing a tax return to ensure the information on the return is correct and complete.
What is form 13614-C used for?
Form 13614-C, Intake/Interview & Quality Review Sheet, is a tool designed to help ensure taxpayers are given the opportunity to provide all needed information before their tax return is prepared. When used properly, this form effectively contributes to accurate tax return preparation.
What is Vita TCE certification?
VITA/TCE volunteers with the professional designation of attorney, certified public account or enrolled agent have the option to certify on new provisions and tax law changes by completing the Federal Tax Law Update Test for Circular 230 Professionals.
What is the most advantageous filing status?
Generally, the married filing jointly filing status is more tax beneficial. You can choose married filing separately if you are married and want to be responsible only for your own tax liability and not your spouse’s liability.
What is a 4506 C?
The 4506-C form gives us permission to request a copy of your tax return from the IRS. We use it to verify the accuracy of the financial information you entered on the application.
What is the difference between VITA and TCE?
The IRS’s Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) programs offer free tax return preparation to qualified individuals. VITA sites offer free tax help to people who need assistance in preparing their tax returns, including: People who generally make $58,000 or less.
What happens if I fail Vita test twice?
Taking VITA/TCE Certification Tests If volunteers fail an exam, the retest will be presented on the second attempt. Volunteers preparing tax returns must pass either the Basic or Advanced certification test. A new optional certification test is available in Link & Learn Taxes.