• The H&R Block Guarantee: The H&R Block Guarantee is included with every tax return we prepare. If H&R Block makes an error on your return, we'll pay resulting penalties and interest. If you are audited, we'll explain your IRS tax audit notice and the documentation you should provide to the auditor.
• Peace of Mind: For just $35, you can purchase the Peace of Mind Extended Service Plan and gain extra confidence. If you owe additional taxes due to our error in the preparation of your return, we'll pay those additional taxes up to a maximum of $5,500.

• If you choose to schedule an appointment with a tax professional you’ll be prompted to create an account.
• If you choose to “Connect Now”, after meeting your tax professional, he or she will prompt you to create your account.

• Valid Picture ID (Driver's License, Passport, etc.)
• W-2s
• 1098s
• 1099s
• Bank statements
• Mortgage statements
• Non-reimbursed work-related expenses
• Last year's tax return (recommended)

• 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.

1. Log into your Block Live account.
2. Your tax professional will arrive at or before your scheduled appointment time.
3. If you’ve not already sent your documents to your tax professional, you might choose to do so at this time. See the What do I need to provide to my tax professional? article for more information.

1. Log into your Block Live account.
2. Click Cancel below the appointment time listed on the right side of the page.
3. Click Yes when prompted.
4. Contact your tax professional to schedule a follow-up appointment.

1. Click the button labeled Connect Live with [TaxPro Name] on the right side of the screen.
2. Click the button labeled Video Conference.
3. A new window labeled Adobe Flash Player Settings may appear. If so, click Allow.

1. Log into the Block Live account.
2. Click Cancel below the appointment time listed on the right side of the page.
3. Click Yes.

1. Click Start.
2. Click Control Panel.
3. Click Sound and Audio Devices.
4. Click the Volume tab.
5. Make sure that the volume is turned up and that the boxes labeled Mute are not checked.

1. Open System Preferences.
2. Click Sound.
3. Click Output tab.
4. You will see a list of possible output devices, ensure that the appropriate device is selected. (for example, if you are using a headset, make sure it is selected.).

1. Click the button labeled Connect Live with [TaxPro Name] on the right side of the screen.
2. Click the button labeled Video.
3. A new window labeled Adobe Flash Player Settings may appear. If so, click Allow.

1. Click the button labeled Connect Live with [TaxPro Name] on the right side of the screen.
2. Click the button labeled Video Conference.
3. A new window labeled Adobe Flash Player Settings may appear. If so, click Allow.

1. Verify that your webcam is recognized by the Block Live website (See steps below).
   • Click the black button labeled Settings on the right side of the screen.
   • Click on the tab with the picture of a web camera (see the screenshot below).
   • If you click that tab and see the words, Cannot find camera, you will need to install the webcam prior to teleconferencing with the tax professional (see the screenshot below).
   • If you do not see Cannot find camera, occasionally there is a dropdown menu with different camera drivers to select. If so, verify the correct camera is selected.
2. Verify that you do not have a different program using your webcam (such as Skype or some other video service).
3. Did you plug in your external webcam after having started Block Live? If so, shut down your internet browser and restart your Block Live session. Your internet connection may be experiencing slow or intermittent connectivity issues due to your Internet Service Provider or another device in your home consuming internet bandwidth (watching Netflix or other movie services)
4. If you’ve already initiated the video connection, but are having troubles, try stopping by selecting the End button and then restarting the video conference.

Note: Block Live will NOT accept files larger than 5 MEG.

1. Click on the Tax Documents tab on the left side of the screen.
2. Click on the Tax Return.pdf file.

The return will appear in Adobe Acrobat Reader. From there, you can save or print the return.