Free In-Person Audit Support.

When you file your taxes with H&R Block desktop software, you’re eligible for Free In-Person Audit Support.

You’re in good hands with H&R Block audit support.

File your taxes confidently knowing Block has your back. H&R Block offers tax notice and audit help with Free In-Person Audit Support, included with any H&R Block Basic, Deluxe, Premium, or Premium & Business desktop software. This means in the unlikely event of an audit or if you receive a notice from the IRS or State Department of Revenue(s), H&R Block will help you manage the process.

 

How Free In-Person Audit Support works:

  1. File with H&R Block desktop software. Successfully file, via e-file or print and mail, your individual federal or state income tax return (with paid federal return) using H&R Block desktop software and you are eligible to receive tax notice services and audit support at no additional charge for the applicable year’s return.
  2. Keep your confirmation info. Retain your e-file confirmation email or a copy of your tax return as proof of your eligibility for Free In-Person Audit Support.
  3. Monitor your mail. If you receive a notice from the IRS or State Department of Revenue or are audited, H&R Block will provide you with assistance with the notice and/or offer to provide you with an H&R Block Enrolled Agent to represent you.
  4. Contact Block for help. Call 1-800-HRBLOCK to initiate tax notice and/or audit services. Terms and Conditions apply. See below.

H&R Block Free In-Person Audit Support Terms & Conditions.

Free In-Person Audit Support (the “Program”) offered by HRB Digital LLC (“H&R Block”) is available only to customers that meet the requirements set forth in the section below entitled “Eligible Users.” The Program does not provide for the reimbursement of any penalties or interest charges imposed by taxing authorities. The Program is separate from, and in addition to H&R Block’s 100% Accuracy Guarantee, under which H&R Block will pay penalties and interest resulting from an error in the H&R Block tax preparation desktop software calculations.

 

Eligible users

The following users (“Eligible Users”) are eligible for the Program:

  1. Federal Tax Return. The Program is available for the individual federal income tax returns for the year the user purchased and used H&R Block’s desktop software (the “H&R Block Product”) and if that individual federal income tax return was filed (either e-filed or printed and mailed) through such H&R Block Product and accepted by the Internal Revenue Service (“IRS”).
  2. State Tax Return. The Program is available for the individual state income tax returns for the year the user filed (either e-filed or printed and mailed) their individual state income tax return through the state version of an H&R Block Product and such return was accepted by the applicable state taxing authority AND the user purchased and used an H&R Block Product to file (either via e-file or print and mail) that individual federal income tax return and such federal return was accepted by the IRS in accordance with (1) above.

 

Support

If you are an Eligible User, you may receive the following support services:

  1. IRS Correspondence Management. Receive guidance on how to handle notices initiated by the IRS or state taxing authority regarding eligible returns.
  2. Audit Preparation. Receive information regarding IRS or state taxing authority audits, including what to expect, how to prepare for one and the option of requesting Audit Representation.
  3. Audit Representation. If your return is audited, an H&R Block Enrolled Agent (not an attorney) will represent you before the tax authority should such tax authority question the accuracy of your return.*

 

Conditions

Before H&R Block can represent you, you must:

  1. Notify H&R Block at 1-800-HRBLOCK of any government notice regarding your taxes within 60 days from the date of such notice;
  2. Promptly provide H&R Block with copies of such notices, your tax return at issue, and other documents relevant to the inquiry;
  3. Execute a Power of Attorney, allowing an H&R Block Enrolled Agent to represent you before the tax authority;
  4. Provide H&R Block with reasonable notice of and allow an H&R Block Enrolled Agent to attend an audit with you or as your representative with Power of Attorney*; and
  5. Provide H&R Block with your Free In-Person Audit Support confirmation receipt or other proof of your eligibility for the Program.

 

The Program only applies to returns that are originally filed for that year (either e-filed or printed and mailed) through the H&R Block Product and accepted by the applicable taxing authority. The Program does not apply to:

  1. Returns that are rejected by the IRS or state taxing authority;
  2. Amended returns;
  3. Non-resident returns;
  4. Non-individual returns such as employment (including taxes assessed on Form 4137 for income other than allocated tips), corporate, state and local small business, occupation tax, partnership, trust, estate, and gift tax returns;
  5. Any returns used to file for tax credits or rebates such as property tax, homestead or renters credits that are not filed in conjunction with a federal, state or local return;
  6. The calculation of estimated tax payment vouchers, repayment of mistakenly refunded estimated tax payments;
  7. Any return relating to previous years;
  8. Notices that are received from a taxing authority that are received 3 years or more from the filing deadline for the return, not including extensions; or
  9. Returns that were prepared or filed in violation of any end user license agreement governing the user of the H&R Block Product.

Common FAQs

No. Free In-Person Audit Support is only offered for returns prepared and filed (whether via e-file or print and mail) with H&R Block desktop software.

Those clients who want no surprises after filing their taxes. It's a smart way to make sure you're protected no matter how complex your tax situation. The benefits of Free In-Person Audit Support will be invaluable in the event that you need representation because the IRS questions your tax return.

Enrolled Agents are tax professionals who have demonstrated special competence in tax matters and can represent taxpayers before the IRS. Enrolled Agents are not lawyers and do not provide legal representation (signed Power of Attorney required).

Claims process FAQs

Call 1-800-HRBLOCK within 60 days after the date of the inquiry from a taxing authority and provide information from your return and the inquiry. An H&R Block representative will advise you on next steps if you are eligible.

H&R Block will not prepare or assist in preparing an amended tax return under this Program. However, you may contact your local H&R Block retail office if you need an amended tax return prepared, and that office can explain the details, including applicable fees.

H&R Block does not pay penalty and interest charges or any additional tax liability under this Program. H&R Block may pay penalty and interest charges under the 100% Accuracy Guarantee if there is an error in the H&R Block Product which causes a calculation error, subject to certain terms and conditions.

 

If you want to request payment of penalty and interest under the 100% Accuracy Guarantee see complete terms and conditions at: www.hrblock.com/license.

Find tax help in your area.

female tax pro greeting client in tax office

Have questions about Free In-Person Audit Support? Call 1-800-HRBLOCK.

*H&R Block may provide an Enrolled Agent to represent you in an audit. Audit services constitute tax advice only. Consult your own attorney for legal advice. Additional fees and limitations apply. H&R Block does not prepare amended returns under this Program. However, you may contact your local H&R Block retail office if you need an amended return prepared, and that office can explain the details, including applicable fees.

Need Live Support? Call 1-800-HRBLOCK or Find An Office and Book An Appointment today. Have questions about our paycheck calculator or your W-4? Our knowledgeable tax pros can help!