ACC 350 Module Three Intake/Interview and Quality Review Test…

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


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.


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 testleading 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.

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