Tips for using H&R Block's online tax software.

27 février 2024

Doing your own taxes is a personal choice. On one hand, it might seem complicated and intimidating, while on the other hand it might seem convenient and cost effective. Maybe you’ve done your tax return by yourself in the past, but each time you do it, it might seem a little different. Whether it’s a change of income, marital status, or family members, these circumstances can impact what you need to do to file your return, as well as how much you may owe come tax season.

Thankfully, H&R Block offers their online tax software that gives you step-by-step guidance to find every deduction and credit you qualify for.

Do your taxes yourself, but with a little more Expert Help.

Whether you have a quick question or would like to have an H&R Block Tax Expert look over your completed return, H&R Block’s Expert Help allows users to receive extra support with experts on standby to give filers a helping hand.

Your Tax Expert can help you with your basic tax questions, from expenses, to RRSP's, to credits, and more. Plus, you can ask your Tax Expert an unlimited number of questions while you prepare your return.

Audit Protection and Priority Support.

No matter how long you spend on your taxes and how accurately you complete your return, the CRA or Revenu Québec may still review and audit your return. With our Audit Protection,
H&R Block will stay by your side if the government disputes your refund or the amount you owe. By purchasing Audit Protection, you’ll get personalized assistance from an online Tax Expert, regardless of how long the review takes. This includes:

  • Unlimited priority phone support
    • You can jump to the front of H&R Block’s technical support phone line with a dedicated number, just for you.
  • Correspondence Management
    • The Tax Expert assigned to you will help explain any mail you’ve received from the CRA/Revenu Québec on why they might be requesting more information.
  • Document Preparation
    • H&R Block will help review the return to make sure it’s right as well as help clarify and validate changes the government may be making to your return or tax owing.

…and more!

Tips for doing your own taxes.

Don’t forget about your charitable donations – there’s a tax credit for those!

If you donated to a charity this year or within the past 5 years and haven’t claimed the donation on your tax return, consider doing that this year. Charitable organizations will provide you with an official receipt, which contains their registered charity number. You can also go on the CRA website to review their ongoing list of charities and associations that qualify.

Learn about different credits and benefits.

There are a wide variety of tax benefits available to help increase your return or minimize the amount you owe. Eligibility will vary for each benefit, but here are some examples:

  • Canada Child Benefit (CCB)
  • GST/HST Credit
  • Canada Dental Care Plan (coming soon) and Canada Dental Benefit
  • Canada Workers Benefit
  • Disability Tax Credit
  • and more!

What documentation do you need to file your taxes?

Slips

  • T4 slips (Employment income)
  • Employment insurance benefits (T4A or T4E)
  • T2202 Tuition and Enrollment Certificate
  • Social assistance payments (T5007)
  • Workers’ compensation benefits (T5007)
  • Interest, dividends, mutual funds (T3, T5, T5008)
  • All other information slips

Other documentation

  • Notice of Assessment/Reassessment
  • Canada Revenue Agency correspondence
  • Sale or deemed sale of stocks, bonds or real estate
  • Northern residents deductions receipts
  • Rental income and expense receipts
  • Business, farm or fishing income/expenses
  • Automobile/Travel logbook and expenses
  • Disability Tax Credit Certificate
  • Declaration of Conditions of Employment (T2200 or T2200S)
  • Volunteer Firefighters certification
  • Search and Rescue volunteers certification
  • Written certification for eligible educator school supplies

Receipts

  • RRSP contribution receipts
  • Professional or union dues
  • Tool expenses (for Tradespersons & apprentice mechanics)
  • Office-in-home expenses
  • Other employment expenses
  • Teacher’s school supplies
  • Medical expenses
  • Home renovations (seniors and disabled)
  • Charitable donations
  • Political contributions
  • Moving expenses
  • Interest paid on student loans
  • Exams for professional certification
  • Digital news subscription
  • Labour Mobility Deduction for Tradespeople

Ready to get started? Check out our online software packages. If you have any questions about how to file your taxes, our Tax Experts are here to help! Take advantage of our Expert Help service.

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