Question
9.During the intake process, which of the following should the volunteer verify that the taxpayer and spouse, if applicable, have with them to ensure the
9.During the intake process, which of the following should the volunteer verify that the taxpayer and spouse, if applicable, have with them to ensure the taxpayers can be served that day?
a.Photo identification for both
b.Social Security or taxpayer identification number verification documents for everyone listed on the return
c.All tax statement documents, including Forms W-2, 1099-R, etc.
d.All of the above.
10.To ensure quality service and accurate return preparation, every site is required to have a process for assigning taxpayers to IRS tax law-certified preparers who are certified at or above the level required to prepare their tax return.
a.True
b.False
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