Terms of Service for H&R Block Software Paid Features and Services

Additional services (the "Services") may be offered to you in connection with your use of the HRB Software. Additional fees may apply, and the Services will be subject to the additional terms and conditions set out below (subject to amendment from time to time at Block's discretion). By purchasing a Service you are accepting the respective terms and conditions applicable to it, and your use of the Service is conditional on that acceptance. If you do not agree to the terms and conditions, then you may not use the Services.

Expert Review Service

An H&R Block Tax Expert will answer your questions and review your tax return with you to assist you to accurately address the items in your tax situation. You may select one of two modes for your Expert Review - In Person, or Remote.

For the In-Person Expert Review you will be required to provide the H&R Block Tax Expert a PDF copy of your tax return and access to all necessary supporting tax documentation.

For the Remote Expert Review you consent, as of the time you book your appointment, to the H&R Block tax pro accessing your tax return data file prior to the appointment. Use of the Remote Pro Review Service requires phone and Internet access. H&R Block may use a variety of other methods (e.g., software, chat and email) to provide technical support and customer service in connection with the Service. Service levels and availability will vary based on demand and capacity and are subject to change without notice. To ensure a good experience and appropriate levels of coverage for everyone using the Service, the H&R Block Tax Expert may terminate the communication at his/her sole discretion after 45 minutes, or if it is otherwise determined that you are misusing or unnecessarily extending the duration of the communication.

It is your responsibility to schedule an appointment for the Pro Review service. You will be provided with a link to the online booking software in the HRB Software, and in your order confirmation email. You must go online within 30 days of purchase to schedule your appointment, unless your confirmation email states that the booking service is not yet open (in which case a further email will be sent to you when it opens, at which point the 30-day booking period will commence). If you do not book your appointment within 30 days, the Pro Review service you purchased will expire and you will not be eligible for a refund.

At the scheduled appointment time, the H&R Block Tax Expert will attempt to call the number you provided on the booking. If there is no answer, the H&R Block tax pro will attempt to call you three more times at five- minute intervals. If there is no response after the fourth attempt, the appointment will be considered a 'no show' and you will forfeit the purchase price you paid and redemption of the Service. If you wish to book another appointment after forfeiting from a cancellation or no show, you may do so at a reduced price.

If you need to cancel a schedule appointment, you must notify H&R Block a minimum of 48 hours prior to your appointment by cancelling in the online booking software using the link provided in your email confirmation. If the cancellation notice is received within 48 hours of the scheduled appointment time you will forfeit your money and the redemption of the Service.

If you are late for your appointment time the H&R Block tax pro will proceed with your Expert Review but the appointment time might be reduced at the tax pro's sole discretion, to respect other clients that might be scheduled right after the appointment.

Exclusions: The following tax-related topics are not included as part of the Pro Review Service:

  • Issues unrelated to the preparation of the tax return or unrelated to income taxes (i.e: sales, use, inheritance, etc.)
  • Bankruptcy questions
  • Tax or investment planning questions
  • Audit or audit risk questions
  • Business incorporation questions
  • Multiple jurisdictions
  • Tax returns for prior years
  • Like kind exchanges
  • Estates and trusts (T3 returns)
  • Non-resident or expatriate returns

If you purchase and use the Tax Pro Service, are a registered user of any H&R Block Tax Software, and you are required to pay a federal or provincial government penalty and/or interest solely due to reliance on incorrect advice provided to you through the Service, and not as a result of, among other things,(i) your failure to provide accurate or complete information to the H&R Block Tax Pro, (ii) your negligent, willful or fraudulent omission of pertinent information or inclusion of inaccurate information on your tax return, (iii) your misclassification of information on your tax return, or (iv) your failure to file an amended return to avoid or reduce your penalty and/or interest after H&R Block notified you of the incorrect advice, then H&R Block will reimburse you in the amount of the federal or provincial government penalty and/or interest paid by you to the government, but only the amount directly attributable to the incorrect advice. If you believe you have received incorrect advice through the Tax Pro Service, you must contact H&R Block as soon as you learn of the mistake and in no event later than thirty (30) days after the penalty and/or interest is assessed. Your notice must include a copy of your Notice of Assessment or Notice of Reassessment from the applicable tax authority and an electronic copy of the applicable tax return. By filing such a claim, you authorize H&R Block to obtain and review any data files that may be in H&R Block's possession or control, as well as any materials provided by you in order to evaluate and validate your claim. H&R Block is not responsible nor liable for paying any additional tax liability that you may owe other than as expressly stated herein. You are solely responsible and liable for providing assistance and additional information as reasonably requested by H&R Block to validate your claim.

Auto-Fill My Return

Pre-populate your tax return by downloading your slips and other tax data directly from your CRA My account or Revenu Québec My account. You must have an active CRA My account or Revenu Québec My account to use this feature. This feature is only available in returns for which it is purchased for.

Tax Tips

Prior to filing your return, you will be presented with a list of personalized ideas, information or suggestions that may be relevant to your tax situation, based on the information you input while using the HRB Tax Software. These tips are based on rules and regulations communicated by the Canada Revenue Agency (CRA) and Revenu Quebec in connection with the filing of personal tax returns for the relevant tax year, and are based on the information you’ve entered into the HRB Tax Software. It is up to you to determine if the information provided is relevant to or will benefit your specific tax situation, and whether to update your tax return prior to filing. Tax Tips are generated automatically, and are not individualized tax advice; they are only intended as ideas for a user. H&R Block assumes no liability for, and will not be responsible for any incorrect or inaccurate filings based upon Tax Tips.

The feature is exclusively valid for the tax year when you purchase it and available in returns for which it is purchased for.

Tax Review

Download and view a complete PDF of your tax return, including all government forms and schedules, before you file. This feature is only available in returns for which it is purchased for.

Refund Review

Access a visual representation of your tax refund, to understand where you are now, and how you can make plans to improve your future. This feature is only available in returns for which it is purchased for.

Audit Protection

If you are audited or reassessed by a Canadian taxing authority, an H&R Block tax pro will review your tax return, help you prepare any required adjustments, and help you prepare correspondence to be provided to the taxing authority, as applicable to your personal situation. You understand and agree that the H&R Block tax pro will not represent you, provide legal advice, or help develop a defense strategy.

The Audit Protection Service will be available in the following situations:

  • you have received 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.

H&R Block may use a variety of methods (e.g., in-product, Internet, email and phone) to provide technical support and customer service in connection with the Service. You might be required to fill out and sign a T1013 form for H&R Block to be able to communicate with CRA on your behalf or a MR-69 form for Revenu Québec. To redeem the Service you will be required to provide a proof of purchase. You will also be required to provide to H&R Block a copy of the letter or other communication you received from the taxing authority, a copy of your Notice of Assessment or Notice of Reassessment, as the case may be, and access to all necessary supporting tax documentation. You also consent to an authorized H&R Block representative retrieving and reviewing an electronic copy of the tax return in question.

The Service is exclusively valid for the tax year for which you purchased it and expires one year from the date of purchase. The Service covers any issues or questions that are raised by taxing authorities during the coverage period regarding your tax return. You may purchase an additional coverage period beyond the expiry date. Except as may otherwise be expressly stated, H&R Block will not provide a refund for the Service if not redeemed prior to expiry.

This service is only available for returns for which it is purchased for. Pricing varies based on when the service is purchased.

Chat Support

Use our chat feature to reach one of our technical support team members during tax season. Chat is available Monday to Friday 9:00 am to 11:00 pm EST. Saturday and Sunday 10:00 am to 7:00 pm EST. This feature is only available in returns for which it is purchased for.

Phone Support

Get access to priority phone number to reach one of our technical support team members during tax season. Technical support is available Monday to Friday 9:00 am to 11:00 pm EST. Saturday and Sunday 10:00 am to 7:00 pm EST. This feature is only available in returns for which it is purchased for.

Return Storage

A copy of the data in your tax return will be stored electronically by H&R Block for seven years, from the date of filing. At your request, it will be retrieved in PDF or other format (at Block’s discretion). You may request a copy of your tax return data at any time during the storage period by calling 1-800-HRBLOCK (1-800-472-5625). Block may, in its sole discretion, require a signed authorization form to validate the request in order to ensure your information protected. This feature is only available in returns for which it is purchased for.

Warranties

All warranties or guarantees given or made by H&R Block with respect to any Service (1) are for the benefit of the original user of the Service only and are not transferable, and (2) shall be null and void if the user breaches any terms or conditions of this Agreement.

Limitation Of Liability And Damages

Pursuant to Canada Revenue Agency (CRA) guidance, be advised that any federal tax advice given to you, including anything provided to you in writing, is not intended to be used, and it cannot be used, by any person or entity for the purpose of avoiding penalties imposed under the Canadian Income Tax Act and Regulations.

Any advice provided to you by an H&R Block tax pro will be based on information you provide in your tax return and to the tax pro. You understand and agree that the pro is not able to verify the information you provide, and that if you provide incorrect or incomplete information, the advice provided to you may not be accurate. You have sole responsibility for reviewing your tax return(s), documentation or adjustment and confirming their overall accuracy and completeness prior to submitting to CRA or Revenu Québec. You agree not to hold H&R Block liable for any loss or damage incurred as a result of your use of any Service. Additionally, except for the reimbursement for errors expressly set out in this Agreement, H&R Block assumes no liability whatsoever related to the Service.

 

Changes

H&R Block reserves the right to change this Agreement at any time, and the changes will be effective when posted through the Services, on the Block website for the Services or when Block notifies you by other means. Block may also change or discontinue offering the Services, in whole or in part. Your continued use of the Services indicates your agreement to the changes.

 

Privacy And Use Of Personal And Tax Return Information

At H&R Block we place the highest importance on respecting and protecting the privacy of our customers. Our most important asset is our relationship with you. We want you to feel comfortable and confident when using our products and services and with entrusting your personal and tax return information to us. Our full Privacy Statement can be reviewed at: https://www.hrblock.ca/legal/privacy/.

For more information about Block's privacy policy please visit: https://www.hrblock.ca/legal/privacy/.

General Terms

This Agreement is a complete statement of the agreement between you and H&R Block, and sets forth the entire liability of H&R Block and your exclusive remedy with respect to the Service. The Services are protected by copyright, trade secret, and other intellectual property laws. You are only granted the right to use the Services and only for the purposes described by H&R Block. H&R Block reserves all other rights in the Services. You agree not to use, nor permit any third party to use, the Services or content in a manner that violates any applicable law, regulation or this Agreement. You agree you will not:

  • Provide access to or give any part of the Services to any third party.
  • Reproduce, modify, copy, deconstruct, sell, trade or resell the Services.
  • Make the Services available on any file-sharing or application hosting service