H&R Block Download tax software - support

Whether you’re doing your taxes for the first time or are comfortable filing your return without any help, H&R Block’s Download tax software has a product that’s right for you! Let’s take a closer look at what’s included in each of our tax software products so that you can choose the one that best fits your needs.

BASIC

Filing your taxes has never been easier or faster– you can file up to 4 returns with the BASIC package Check out the list below to see all the features included with the BASIC product:

  • Past return import - Spend less time doing your taxes! Import some of last year’s information into this year’s return with a click of your mouse!

  • All tax scenarios - Whether you stick with our BASIC product or upgrade to another package, you’ll have access to all the forms that you’ll need to complete your return. Having said that, there are a number of situations that H&R Block’s tax software doesn’t support.  Click here to find out more.

  • Online Help Centre - If you have questions, we have the answers! Our Online Help Centre has hundreds of useful articles to help you figure out which credits you’re eligible to claim, and where to find them in our software. You can also click a NEED HELP or LEARN MORE link in the software to find out more about a specific field or topic.

  • Step-by-step guidance - As you work through your return, we’ll guide you every step of the way. By the time you file, you’ll be 100% confident that your return is error-free.

  • Safe & secure - We know you’re trusting us with your most private information. That’s why we’ll always make sure that it stays safe and secure no matter where, when, or how you choose to complete your return.

  • Auto-fill my return (AFR)/Téléchargement des données fiscales (TDF) - You can download your slips, RRSP information, carryforward amounts right into your return directly from the government! AFR is available for use starting February 12, 2018 and the TDF service will be available starting March 2, 2018.
     
  • Quick slip entry - With this feature, you can search, add, and enter the information from your slips in three easy steps! It also means you’ll only see the pages that are relevant to you. 
     
  • Express NOA - You can request an Express NOA from the CRA after you successfully NETFILE your return and see it in the software.

  • Unlimited Technical Support – Need help with a technical issue? Get answers to your questions by phone. (1-800-HR-Block)

ASSISTANCE

Do you have a question or need extra confidence that you filed your return correctly? If so, our ASSISTANCE product provides you with everything you need to file your return quickly while giving you the confidence that you’re getting the best result. The ASSISTANCE product combines everything in our BASIC product with the following features and support for up to 8 returns:

  • Helpful Hints Before you file, review a personalized list of helpful hints and rest easy knowing you've claimed everything you're entitled to. If you decide to apply the helpful hints we’ve identified for you, we’ll even direct you to the page in our software, so you won’t have to go hunting for it. It's the next best thing to sitting down with a tax expert! 
  • Pre-File PDF - You asked, and we listened! Before you file, you’ll have the chance to review a detailed PDF of your entire return, including all the forms and schedules that’ll be sent to the government. 
  • Visual tax summary - Are you curious to know how your refund or tax owing was calculated? With Visual tax summary, you'll get an easy to understand visual breakdown of everything that went into your 2016 return!   
  • 2016 to 2017 Comparison - See what amounts have changed between this year's return and last year's return with an easy-to-read comparison chart.  

  • ReFile - If you already filed your return online but you need to make an adjustment, you can do that in the application with the ReFile functionality; edit/adjust your return and re-file it online with the CRA.

     

ASSISTANCE PLUS

Need to file more than 8 returns for your family and friends? If you do, our ASSISTANCE PLUS product is just what you need! With it, you can take advantage of all the great features included in our ASSISTANCE product but instead of 8 returns, we’ll give you 12!

  

I need a detailed review of my return

You can always add an Expert Review to any of our three products. We offer phone reviews with our tax experts for 20 and 40 minutes. You choose how much time you need, depending on the number of questions you have. 

 

Consult

Review

What’s included

Up to 20 min

Up to 40 min

Review of your return

X

X

Personalized recommendations and suggestions to improve your results

X

X

Confidence that your filing an accurate return

X

X

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