1.) Interpret tax laws, regulations, codification, and filing statuses as they apply to the VITA program. Include the following:

How tax laws, regulations, and codification apply to VITA clients

How various filing statuses apply to VITA clients

Provide reasoning used in selecting the filing status for each scenario.

2.) Describe the tools and procedures used to prepare an accurate tax return according to VITA for each scenario.

Tools include software and VITA-specific documentation that allow you to prepare a tax return.

3.) Describe the steps of the intake and review process used for each scenario. Include the following:

Differentiate the VITA tax return process from the non-VITA tax return process.

Outline the quality review process in detail.

4.) Describe how to input information into VITA tax software for each scenario. Consider the following:

Value

Accuracy

Speed

Real-time updates to laws, regulations, and the codification

Reporting

Research

5.) Explain how a correct tax liability is obtained using the VITA tax software in each scenario. Consider the following:

Total Tax line-item amount on Form 1040

Tax tables

Correct input of data

Filing status

Intake sheet validation

Accuracy