APPOINTMENT PREPARATION GUIDE

Let’s get ready for your upcoming appointment

Tax pro and happy H&R Block customer Tax pro and happy H&R Block customer Tax pro and happy H&R Block customer

APPOINTMENT PREPARATION GUIDE

Let’s get ready for your upcoming appointment

C360
Personal info screenshot

STEP 1

Collect your personal info

You’ll need the following for you, your spouse, and any dependents:

 

Date of birth, drivers license, SSN or tax ID, and financial account info to receive a refund or pay a balance.

H&R Block customer

STEP 2

Gather your docs

Answer a few questions to create a customized checklist based on your tax situation.

Create my checklist
w-2 upload screenshot

STEP 3

Upload your docs to MyBlock

This gives your tax pro time to review your documents so that you can save time during your appointment.

client meeting with tax pro in office

60-min appointment

Your appointment time may vary based on how simple or complex your taxes are.

 

The length of your appointment may also be affected if you are missing documents.

H&R Block customers meeting with tax pro in office

Talking with your pro

You’ll sit down with your pro to make sure they fully understand your tax situation.

man on couch talking with tax pro through MyBlock app

Staying in touch

If you have any additional questions after your appointment, you can message your pro on MyBlock.

Don’t have a tax
appointment yet?

Work with a tax pro virtually or in person.

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