Audit Protection is all about peace of mind. If your return is audited or reassessed by either the Canada Revenue Agency (CRA) or Revenu Québec, an H&R Block Tax Expert will review your tax return, help you make any required adjustments, and provide assistance with any correspondence to and from either agency, as needed.
The Audit Protection service will be a huge help to you if any of the following situations come up:
- you receive a notification that your tax return is under pre-assessment review, under processing review, or being reviewed under the matching or special assessment program
- amounts on your notice of assessment do not correspond to what you filed
- your tax return has been reassessed or
- your tax return is being audited
How does it work?
If one of the above situations applies to you, H&R Block will assign your file to an online Tax Expert who’ll provide you with technical support and personal attention while your return is investigated. Keep in mind, you might be required to fill out and sign a T1013 so that H&R Block can communicate with the CRA on your behalf (or a MR-69 form for Revenu Québec).
Note: The H&R Block Tax Expert that’s assigned to you will not represent you, provide legal advice, or help develop a defense strategy.
How do I buy this service?
Depending on which product you’re using, there are a number of ways to purchase Audit Protection, all of which are explained below.
Using H&R Block’s Online tax software - If you’re using H&R Block’s Online tax software, you’ll get Audit Protection as part of our comprehensive PROTECTION package. This means that if you’re a user of the BASIC or ASSISTANCE products, you’ll need to upgrade.
The benefit of upgrading to Protection before you file your return is, in addition to receiving Audit Protection, you also get access to a number of great features that’ll help you file your return with confidence, including phone and chat support, Visual tax summary, and more! Getting Audit Protection as part of a package also makes financial sense as purchasing this service on its own after you file is more expensive.
Using H&R Block’s Desktop tax software - If you’re using H&R Block’s Desktop tax software, you can purchase Audit Protection on the FILE tab; either before or after you file.
Purchasing Before you File – Audit Protection
Online tax software - In the left-hand navigation panel, click the Upgrade Now link. From the available options, select the Protection package. Once you’ve paid for your order, a summary window will be displayed showing you all the new features that you can now access, including Audit Protection.
Desktop tax software - Click the FILE tab; you’ll then have the opportunity to purchase Audit Protection before you proceed to filing your return.
Purchasing After you File – Audit Assistance
You can purchase Audit Assistance (the same as Audit Protection; just a different name) after you file your return by signing into H&R Block’s Online or Desktop tax software and opening your completed and filed return. You’ll be prompted to buy Audit Assistance and, once purchased, you’ll be provided with information on how to redeem it.
What you’ll need when you redeem Audit Protection/Audit Assistance
Make sure you have all of the following information handy when redeeming this service:
- Your Audit Protection (or Audit Assistance) confirmation number and the tax year it applies to (this will be emailed to you)
- Your NETFILE confirmation number
- Any correspondence from the CRA or Revenu Québec
- Your return and, if necessary, any prior returns
- All the documents you used to prepare your return
Important: This service expires one year from the date it’s purchased. Unfortunately, H&R Block will not provide a refund in the event this service expires without being used.