How do I send my tax documents?
There are several options for sending tax documents to your tax professional, including:
Attach files — Attach electronic versions of documents, such as PDFs, scanned documents, pictures, etc. to the Documents folder in your online account.
Smartphone App — Download the Block Live Smartphone App (iPhone and Android) to take pictures of your tax documents and automatically upload the images to the Documents folder in your online account.
Fax — Print your personalized fax cover sheet from your online account. Your faxes will automatically be digitized and added to the Documents folder in your online account.
What tax documents do I need to provide?
You'll need to provide tax documents such as W-2, 1099, or any document that reports taxes withheld. For a more in depth checklist, use the H&R Block tax preparation checklist. Additionally, you will need to provide a valid photo ID and we recommend providing a copy of last year's tax return.
What are the System Requirements:
You'll need a Windows or Macintosh computer along with a web browser running Flash 10.3 or higher. Block Live will automatically prompt you to install the free Flash plug-in if you don't have it.
Can I use my current Tax Pro with this service?
Not all of our tax professionals are currently participating in this service. You will be able to select a tax professional out of a number of qualified candidates.
How can I access my return after it's been filed?
After you've approved and paid for your completed tax return you'll be able to download a PDF copy of your return from your online account.
If H&R Block makes an error in the preparation of your tax return, we will pay penalties and interest caused by such error.