H&R Block Icon

H&R Block Review

H&R Block is one of the elite online tax software products on the market. With logical workflows and a clean design, H&R Block simplifies the tax filing process and allows you to complete your taxes with confidence. Get Started

Andrew Poulos

Andrew Poulos

Online Tax Software Expert

Read Profile Ask a question
Updated: January 29, 2014

The Good

Section overviews, checklists, and walk-through workflow:

Each section begins with an overview and a checklist page. The overview page contains important information for the section that you are about to work through. The checklist page allows you to select individual items that may be applicable to your tax circumstances. After a specific item is selected, a series of follow-up questions is generally asked. This workflow is applied to the major sections and helps communicate expectations, better prepare you for the section, and tailor the tax filing experience specifically to your needs.

Clarifying links embedded into forms:

As you work through different sections, several of the pages have embedded links that allow you to access more in-depth information. For example, the Income Checklist page contains several "Learn more" links that take you to content that further explains the forms. Similarly, the Adjustments Checklist contains "What qualifies" links to help better understand the different deductions. Other comparable links are found throughout the system and can help you move forward with more confidence and eliminate time spent searching for clarifying information elsewhere.

Well-integrated bookmarking system:

Throughout the entire tax filing process, you can add bookmarks to areas of confusion or uncertainty and return to them later. Each bookmark you create consists of a title and any notes you wish to add. You can access all of your bookmarks through an icon that appears in the upper-right side of the screen. After clicking on the icon, all of your bookmarks are presented as a list of live links. These links will take you directly back to the page where the bookmark was created allowing you to easily track back to the sections that needed additional attention.

In-person support:

For those who prefer to interact with a customer service representative, H&R Block is an excellent option. They move away from email support, choosing to focus more on phone and chat. H&R Block also provides support through live video conferencing. For those interested in face-to-face interactions, H&R Block is one of few online tax software companies that also has retail locations. Knowing retail locations exist can provide additional peace of mind for those who lack confidence in the online experience.

Find a form tool:

In the main menu, H&R Block provides a helpful form finding tool. The tool allows you to search forms by name or number. Even if you only know part of the form name, a list will be generated that shows you forms that match based upon your partial search criteria. The results tell you where to find the form, and the tool also allows you to add the form to your tax process to be completed when you come to that section.

Access and print returns:

Print returns is a new H&R Block feature that allows you to quickly access, download, and print your returns. A "Print Returns" icon is located in the upper-right menu, making it difficult to miss. You can print the current year return, as well as returns from the three previous years. Having easy access to this feature is great if you prefer to keep paper copies of tax records.

The Bad

Import previous-year tax data:

H&R Block allows you to import taxes from the previous year's return, not only from H&R sources, but also from competitors like TurboTax and TaxACT. However, you are only given one chance to import following your first login. The software provides a warning message informing you that it will be your only chance to import. If you're interested in importing, be aware of this feature and be prepared with your import. If you don't need to import, this is something that can easily be skipped, but having the option to import later would be much more convenient.

Limited mobility between sections:

H&R Block does allow you to view a clear hierarchy of all the tasks you may need to complete, but they do not allow you to skip forward and work on later tasks. Once you start a section, the ability to work on the individual subtasks is granted. Working ahead has its risks, as deduction topics can potentially be missed. For those who consistently file similar taxes and know what types of deductions to look for, having the ability to work through sections according to your own preferences would be ideal.

High price tag:

H&R Block is one of the more expensive products on the market. Although they do offer a Federal Free Edition, the State Edition is expensive relative to other products. The quality and reliability of H&R Block may be worth the price, but those primarily interested in a low-cost solution will definitely be able to find an alternative product.

The Details

Details
Editions Free Federal Edition, Basic, Deluxe, Premium
Federal Price $0 - $49.99
State Price $27.99 - $36.99

Features

Accuracy Tools

Read Less
  • Accuracy Guarantee - The software company guarantees your taxes are accurate.
  • Audit Risk Identification - The software indicates your audit risk and recommends solutions to minimize the risk.
  • Double-Check Returns - The software automatically double-checks your tax return to ensure it is accurate.
  • Maximum Refund Guarantee - The software guarantees you will get the maximum refund possible.
  • Real-Time Balance Meter - The software provides a real-time meter displaying the balance of your refund or the amount you owe.
  • Tax Calculator - The software has a tool that allows you to estimate your tax refund or the amount you will owe.
  • Prior Year Comparison - The software automatically compares the current tax return with the previous year's return and highlights any differences.

Deductions

Read More

Disbursement

Read More

Facilitation

Read More

Filing Options

Read More

Filing Status

Read More

Data Importing

Read More

Learning Materials

Read More

Support

Read More

Mobile

Read More

Pricing

Free Federal Edition

Federal Fee: $0
State Fee: $27.99

Basic

Federal Fee: $19.99
State Fee: $36.99

Deluxe

Federal Fee: $29.99
State Fee: $36.99

Premium

Federal Fee: $49.99
State Fee: $36.99

Disclaimer: We do our best to ensure the information on Reviews.com is accurate and updated at all times, however, we are unable to guarantee the accuracy of all information. Efforts have been made to keep the content up to date and factual. For the most current and complete product details please verify with the merchant, product, issuer, or service directly on their website or during the buying or application process. Please understand that Reviews.com does have financial relationships with some of the merchants reviewed on this website. Reviews.com may receive compensation if users choose to click on the links located on the pages of this website and sales and/or leads are generated for the merchant.

© 2014 Reviews.com | All rights reserved.