ACC 350 Module Three Intake/Interview and Quality Review Test Guidelines and Rubric

Overview

For this activity, you will take the VITA Intake/Interview and Quality Review test. The estimated completion time is two hours, not including the time it will take you to input your responses into the VITA Link & Learn system.

Directions

Click on Form 6744 Volunteer Assistor’s Test/Retake (linked in the Supporting Materials section). This version of the test can be taken outside of the VITA Link & Learn system. You will read through this document and answer the questions before going to the VITA Link & Learn portal to input your answers. Once you’re logged in to VITA Link & Learn, choose the Advanced tab and select the Intake/Interview and Quality Review exam. It mirrors the version in Form 6744. Complete the exam. Take a screenshot of your final score. While a passing score is not required to receive credit for this activity, it is recommended because the first two exams must be passed in order to take the Advanced Course test leading to VITA certification.

You should complete all Intake/Interview and Quality Review test questions in the Word answer sheet (linked in the What to Submit section) before starting the test online. Once you’ve completed the exam online, take a screenshot of the dialog box. The screenshot should include your name. You may take the test a maximum of two times.

Specifically, you must address the following:

1. VITA Tests Answer Sheet: Submit a completed answer sheet (linked in What to Submit) as evidence of completing the Intake/Interview and Quality Review test found in Form 6744. 
   1. Complete the Form 6744 version of the test using the answer sheet provided.
   2. Use IRS Publication 4491 (found in Supporting Materials) to find answers to tax theory and tax law.
   3. Use IRS Publication 4012 (found in Supporting Materials) to find answers to VITA practices and procedures.
2. Online Test Results: Submit a screenshot of your results as evidence of completing the online test.  
   1. Log in with your credentials and select the Advanced tab.
   2. Select and start the Intake/Interview and Quality Review test. This test will only appear in the list if you passed the Volunteer Standards of Conduct test in Module Two.
   3. Complete the test and record your score by taking a screenshot.

Note: Remember that if you haven’t passed the Volunteer Standards of Conduct test in Module Two, the Intake/Interview test will not appear in your list of available tests in VITA Link & Learn online, and you will not be able to receive credit for this criterion. 

What to Submit

Answer Sheet: Use the VITA Tests Answer Sheet to record your answers to both the test and retest questions prior to using the VITA Link & Learn portal. Submit your answer sheet in Word format.

Screenshot: Submit a screenshot after you complete the test showing your passing certificate or screenshot showing your score. The screenshot must also show your login name (top right of screen).

Supporting Materials

The following resources support your work on the assignment:

Test Document: Form 6744 VITA Volunteers Assistor’s Test/Retake
This publication contains the Intake/Interview and Quality Review test. You will read through this document and answer the questions in the provided answer sheet before going to VITA Link & Learn to input your test answers.

Test Portal: VITA Link & Learn
This is the site for all three tests. 

Resource: IRS Publication 4491 VITA/TCE Training Guide
Tax theory, tax laws, filing status, answers to rules of tax law may be found in this guide.

Resource: IRS Publication 4012 VITA/TCE Volunteer Resource Guide
VITA volunteer standards of conduct, intake procedures, interview practices, quality review, consequences of actions that are outside of the scope of a volunteer, and answers questions specific to working as a VITA volunteer with VITA qualified taxpayers may be found in this guide.