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HR Block Tax Software Review 2023

8.2 good ratings
H&R Block
Updated On 28 August, 2023

H&R Block is a website that provides tax preparation and filing services for individuals and small businesses. The website offers a range of tax services, including online tax preparation, tax advice, and tax calculators to help people calculate their tax obligations accurately.

The website is designed to be user-friendly, with a simple and intuitive interface that guides users through the tax preparation process step-by-step. Users can easily create an account and start preparing their tax returns online by answering a series of questions or uploading their tax documents. H&R Block also provides options for users who prefer to file their taxes in person at one of their many physical locations.

One of the key features of H&R Block is their “Maximum Refund Guarantee,” which promises users that they will receive the maximum refund possible on their tax return or they will be refunded the tax preparation fees. This gives users peace of mind that they are getting the most out of their tax returns and that their taxes are being prepared accurately.

Another benefit of H&R Block is their access to tax professionals who can provide personalized tax advice and guidance. Users can connect with a tax expert either in person or through virtual appointments to get answers to their tax-related questions or to receive help with more complex tax situations.

Pros

  • User-friendly online tax preparation process
  • Access to tax professionals for personalized advice
  • Maximum Refund Guarantee
  • Online and in-person tax preparation options
  • Tax preparation services for several tax situations
  • Comprehensive tax resources and tools available 
  • Mobile app available for easy tax preparation 
  • Free tax calculator tools 
  • Easy and secure document upload 
  • Affordable pricing options

Cons

  • Additional fees for certain tax forms or services
  • Some users may prefer more DIY tax preparation 
  • In-person tax preparation is not available in all areas
  • Interface and process can be overwhelming
  • Limited options for live customer support
  • Only supports tax preparation for U.S. residents
  • Potential for errors in tax preparation if the user inputs incorrect information
  • Limited options for integrating with other financial management software
  • Not the most competitive pricing compared to other tax preparation services
  • Some users may prefer a more personalized, one-on-one tax preparation experience

Performance At Glance

Specifications

Rating at Glance

Our Verdict

Ease of Use

File your taxes with ease, thanks to H&R Block's user-friendly software.

Customer Support

Get expert tax advice and guidance from the professionals at H&R Block.

Value for Money

Maximize your refund and your budget with H&R Block's affordable tax preparation services.

Features

Access all the tax tools and resources you need to file confidently with H&R Block.

Features of H&R Block Tax Software

H&R Block provides a wide range of tax preparation services and features to help individuals and small business owners prepare and file their taxes accurately and efficiently. 

Features

Details

Data Verification

Yes

Payroll & Employer Forms

Yes

Tax Filing

Yes

Data Import/Export

Yes

Electronic Filing

Yes

For Partnerships

Yes

Tax Calculation

Yes

Accuracy and Thoroughness of H&R Block’s Tax Preparation Services

H&R Block’s tax preparation services are known for their accuracy and thoroughness. They offer a guarantee of accuracy for all calculations made within their tax preparation software, which means that users can have peace of mind knowing that their taxes are being prepared correctly.

  • H&R Block’s accuracy guarantee includes reimbursement of penalties and interest charged by the IRS due to calculation errors made by the software. This guarantee applies to all federal and state tax returns prepared using H&R Block’s tax preparation software.
  • To ensure accuracy, H&R Block’s software undergoes rigorous testing and validation before it is released to the public. Additionally, the software is updated regularly to reflect changes in tax laws and regulations, ensuring that users have access to the most up-to-date tax information.
  • In the event that a user identifies an error in their tax return that was not caused by their own input error, H&R Block offers free audit support and representation, as well as access to tax professionals who can provide guidance and assistance.

H&R Block’s accuracy guarantee and commitment to regularly updating their software ensure that users can trust their tax preparation services to accurately and thoroughly prepare their taxes, providing them with peace of mind and confidence in their tax filings.

H&R Block’s Mobile App and its Features

H&R Block login offers a mobile app that provides users with a convenient way to prepare and file their taxes on the go. The app is available for both iOS and Android devices and includes a range of features to support tax preparation.

Here are some of the key features of the H&R Block mobile app:

Secure data transfer

The app allows users to securely transfer their tax information from their mobile device to their H&R Block account.

W-2 photo capture

Users can easily capture an image of their W-2 form using their mobile device’s camera, eliminating the need to enter the information manually.

Tax prep progress tracker

The app includes a progress tracker that allows users to see how far along they are in the tax preparation process.

Real-time support

Users can connect with H&R Block tax professionals in real-time to ask questions or get help with their tax preparation.

Easy filing

The app makes it easy to file taxes electronically, with options for direct deposit or mailed checks for refunds.

Import prior year data

Users can import prior year tax data from H&R Block or other tax software providers to save time and ensure accuracy.

Tax calculators

The app includes a range of tax calculators, including a tax refund estimator, to help users understand their tax situation and plan accordingly.

The H&R Block mobile app provides a convenient and easy-to-use way for users to prepare and file their taxes from their mobile devices. Its range of features, including secure data transfer, W-2 photo capture, and real-time support, make tax preparation faster, more efficient, and more accurate.

H&R Block Integration with other financial software?

H&R Block offers integration with other financial software to help small business owners streamline their tax preparation process. Specifically, H&R Block has integrated with Wave, a financial software platform designed for small business owners, to provide a more comprehensive and efficient tax preparation experience.

With the integration between H&R Block and Wave, small business owners can easily import their financial data directly into H&R Block’s tax preparation software. This eliminates the need to manually enter financial data, reducing the potential for errors and saving time.

In addition to data import, H&R Block’s integration with Wave also includes features such as automated data categorization and tax preparation tips tailored specifically to small business owners. This integration helps small business owners stay organized and informed throughout the tax preparation process, ensuring that they maximize deductions and minimize their tax liability.

Overall, H&R Block’s integration with other financial software, such as Wave, demonstrates its commitment to providing small business owners with efficient and comprehensive tax preparation solutions. By streamlining the tax preparation process and providing tailored guidance, H&R Block enables small business owners to focus on growing their businesses rather than worrying about tax compliance.

H&R Block Integration with other Financial Software

H&R Block offers integration with other financial software to help small business owners streamline their tax preparation process. Specifically, H&R Block has integrated with Wave, a financial software platform designed for small business owners, to provide a more comprehensive and efficient tax preparation experience.

With the integration between H&R Block and Wave, small business owners can easily import their financial data directly into H&R Block’s tax preparation software. This eliminates the need to manually enter financial data, reducing the potential for errors and saving time.

In addition to data import, H&R Block’s integration with Wave also includes features such as automated data categorization and tax preparation tips tailored specifically to small business owners. This integration helps small business owners stay organized and informed throughout the tax preparation process, ensuring that they maximize deductions and minimize their tax liability.

By streamlining the tax preparation process and providing tailored guidance, H&R Block enables small business owners to focus on growing their businesses rather than worrying about tax compliance.

Top H&R Block Tax Software Alternatives Comparison

While H&R Block offers a range of features and support options, these alternatives, such as TurboTax, TaxAct, and FreeTaxUSA, may be more affordable or better suited to your specific tax situation. It’s worth exploring different options to find the one that works best for you.

Tax Software Comparison

H&R Block

TurboTax

TaxAct

FreeTaxUSA

Federal E-file

Yes

Yes

Yes

Yes

State E-file

Additional fee

Additional fee

Additional fee

Additional fee

Maximum Refund Guarantee

Yes

Yes

No

No

Deduction guidance and support

Yes

Yes

Yes

Yes

W-2 Snap and Autofill

Yes

Yes

No

No

Import Last Year's Tax Return

Yes

Yes

Yes

Yes

Self-Employed Support

Yes

Yes

Yes

Yes

Cost (Federal)

$29.99-$109.99

$60-$120

$15-$100

$0-$14.99

Cost (State)

Additional fee

Additional fee

Additional fee

Additional fee

  • TurboTax is a popular tax preparation software that is known for its user-friendly interface and comprehensive features. Like H&R Block, TurboTax offers a range of pricing options based on the complexity of your tax situation. TurboTax also provides a variety of tax calculators and support options, including access to live tax professionals.
  • TaxAct is a more affordable option for the tax preparation that still offers a range of features and support options. TaxAct’s pricing is straightforward and based on the level of support you need, with options for free filing as well as paid versions for more complex tax situations. TaxAct also offers a price-lock guarantee, meaning that you won’t be charged more if the price of the software increases after you purchase it.
  • FreeTaxUSA offers a free filing option for simple tax situations, making it a great option for those on a budget. The paid versions are also more affordable than many other tax preparation software options, while still offering a range of features such as free data import and live chat support.

Conclusion

H&R Block is a well-known tax preparation software company that offers a range of products to meet the tax needs of individuals and small business owners. The company has been in business for over 60 years and has a solid reputation for providing reliable and accurate tax services.

One of the standout features of H&R Block’s tax software is its ease of use. The software is designed to be user-friendly and intuitive, with simple step-by-step instructions that guide users through the tax preparation process. Additionally, H&R Block’s software includes helpful features such as data verification, payroll, and employer forms, and data import/export, which make the tax preparation process even more convenient.

H&R Block is a reliable and reputable tax preparation software company that offers a range of products to meet the needs of individual taxpayers and small business owners. Its user-friendly interface, helpful features, excellent customer support, and thoroughness make it a great choice for those looking for a convenient and reliable way to prepare and file their taxes.

Frequently Asked Questions:

  • How do I install H&R Block tax software?

To install H&R Block tax software, you can purchase a download or CD version of the software from H&R Block’s website or a retail store. Follow the instructions on the packaging to install the software onto your computer. You can also choose to use H&R Block’s online tax filing software, which does not require any installation.

  • Can I use H&R Block tax software on multiple computers?

H&R Block tax software can typically be installed on up to five computers per license. However, this may vary depending on the specific product and licensing agreement. Check the licensing terms for the version of H&R Block tax software you are using for more information.

  • Is my personal information safe with H&R Block tax software?

Yes, H&R Block takes the security and privacy of its customers’ personal information very seriously. They use industry-standard security measures and encryption to protect your data. H&R Block also has a strict privacy policy that outlines how they use and protect your information.

  • Does H&R Block tax software include free e-filing?

Yes, most versions of H&R Block tax software include free e-filing. E-filing is the electronic submission of your tax return to the IRS, which can be faster and more secure than mailing a paper return.

  • Can I import my previous year’s tax return into H&R Block tax software?

Yes, H&R Block tax software allows you to import your previous year’s tax return data as long as the return was prepared using software that supports the importing of data. This can save time and ensure that your current year’s return is accurate and consistent with previous years.

  • Can I prepare and file business taxes with H&R Block tax software?

Yes, H&R Block offers tax preparation software specifically designed for small business owners, including partnerships and S corporations. These products include features such as payroll and employer forms and can be used to prepare and file both federal and state business taxes.

H&R Block

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