H&R Block Online Tax Software FAQs

 

Can I carry forward my information from last year?

Yes, your personal information from your last year’s return can be carried forward to this year in H&R Block’s tax software. To carry forward information, you must have used H&R Block’s Online or Desktop software, TurboTax, or U-File last year. When you start a new return in H&R Block’s 2016 tax software, you will be able select the program you used last year from which you want to import data.

The extensions of files you can import are:

  • Turbo Tax: .tt15
  • Ufile: .u15
  • H&R Block: .t15

 

If I used H&R Block’s 2015 online tax software last year, but I can't recover my username and password, what do I do?

If you don’t remember your username and/or password, and you can’t recover the information, you’ll have to create a new account. Unfortunately, this means that you won’t be able to carry forward your information from a previous return.

 

How do I create a new account?

Click the Create your account button on the Sign In page of the software.

 

What are the requirements for my password?

The password for your account must meet the following requirements:

  • 8 to 32 characters
  • Include at least two of the following:
    • One uppercase letter
    • One lower case letter
    • One number
    • One special character such as !or $
  • A character must not be repeated more than twice in a row

 

How do I change my password in my profile?

Once you've signed in, click the Account Settings link located under the My Account heading (see the image below). A pop-up window will open, showing you your account details. Click the Edit button. On the My Account page, enter your current and new password in the Password section. Scroll to the bottom of the page and click Save Changes.

mysettings_EN.jpg 

 

I don’t remember my password

Click the Having trouble signing in? link on the sign-in page of the software. Select the option I forgot my password and enter the username you use to sign in and click Next. Answer your security question to confirm your identity, and wait for an email sent to both your primary and alternative email addresses with instructions on how to reset your password.

Note: If you enter your password incorrectly 5 times on the Sign In page, your account will be locked for 20 minutes. This is for the safety of your information. After 20 minutes, you’ll be able to log in again with your username and password. 

 

I forgot my username or e-mail and can’t access my account

Click Having trouble signing in? link on the sign-in page of the software. Select the option I forgot my username and click Next. Enter up to three emails that you think are associated with the account and click Next. H&R Block will use this information to look up your account details and will email you your user information.

Note: If you don’t have access to either your primary or alternative email addresses, you’ll need to create a new account.

 

I did not receive my password reset e-mail

Double check your spam or junk mail folders, in your email account.

 

I don’t remember my security question answer

If you can’t answer your security questions correctly, and you can’t recover the information, you’ll unfortunately have to create a new account.  

Note: If you enter your security question answer incorrectly 5 times, your account will be locked for 20 minutes. This is for the safety of your information. After 20 minutes, you will be able to log in again with your sign-in information.

 

How do I change my security question within my profile?

Click the Account Settings link at the bottom of your screen, once you’ve signed into your account. A new pop-up window will open, showing you your account details. Click the Edit button. On the My Account page, under the Security question section, select your new security question and answer. Scroll to the bottom of the page and click Save Changes.

 

How do I know if my return is NETFILED?

You’ll see a confirmation number on your screen. We recommend that you make a note of the confirmation number.

 

How do I delete my account?

You cannot delete an account you have set up in H&R Block’s tax software. However, you can delete all the information you have entered. If you wish to unsubscribe from H&R Block emails, please notify us at unsubscribe@hrblock.ca.

 

How do I see my return before I send it?

If you’re a user of our Assistance or Protection packages, you can see a detailed PDF version (Pre-File PDF) of your return before you NETFILE or paper file. With your return open, go to the WRAP-UP tab. When you arrive at the SUMMARY page, scroll down to the bottom. You’ll see a link to view a PDF. Click the link to download the file.

Note: If you’re a user of our BASIC product, you’ll be able to view a PDF summary before you file.

 

Can I use the online H&R Block tax software on a Mac?

Yes, you can use a Mac with our online software. For an optimal experience, we recommended that you use the following Mac versions:

  • El Capitan (10.11)
  • Yosemite (10.10)
  • Mavericks (10.9)

If you are using Mac versions Snow Leopard (10.6), Mountain Lion (10.8), or Lion (10.7), we suggest that you upgrade to one of the above versions.

If you’re using the Online product on your Mac, your browser must be Safari 6.1.5 or later, Mozilla Firefox, or Google Chrome.

 

Do I need a specific Windows application to use the online 2016 H&R Block tax software?

If you’re using Windows, we recommend that your browser be Internet Explorer 10 or later, Mozilla Firefox, or Google Chrome.

For an optimal experience, we suggest you use Windows 10, 8, or 7.

If you’re using Windows Vista or XP, we recommend that you upgrade to a version listed above.

 

Who has access to my information?

H&R Block takes your security very seriously, and follows the highest privacy and security standards in the industry. When you NETFILE your return, the CRA and/or Revenu Québec receives all the necessary information needed to process you return.  H&R Block stores your information in a secure database and will only share your information with the CRA or Revenu Québec, as applicable.

 

Where is my information stored?

H&R Block takes your security very seriously, and follows the highest privacy and security standards in the industry. Your information is stored in a secure database which is well protected. Information is only shared with the CRA and/or Revenu Québec and only if you choose to NETFILE through H&R Block’s tax software.

 

How long will you keep my information?

Your information will be stored for one year. If you have Return Storage, we’ll save it for you for 7 years.

 

Will I always have access to my information

You have access to your current tax file at any time when you sign into H&R Block’s tax software.