For whatever reason, the 2020 Business software was not compatible with a recent Windows 10 update. As a result, we were unable to import data from our 2019 returns and were even locked out of our 2018 returns. In addition, the PDF files we had saved from 2019 were not recognized by the 2020 Business software and could not be imported. When we called customer support, we were placed on hold for over an hour. When we were able to finally talk to a customer support rep, she was aware of the problem and gave us a website that addressed the issue and a list of actions to take to attempt to release the files. However, when we attempted to access one of the critical files necessary to fix the issue, it was not available or accessible. As a result, we basically had to start our business returns from scratch which included manually loading 107 W2s, three different 1065s, three different 941s, and 3 940s. Reconstructing years of depreciation calculations was brutal and time consuming as well as the time wasted manually loading data that should have been automatically accessed and calculated. Absolutely the worst tax preparation effort we have experienced using H&R Block in the last 20 years. On a positive note, the home portion of the software worked like a champ.
Cons: Time consuming, Hard to prepare, Hard to import documents
Financial assessment and understanding is reinforced and developed when one does their own taxes. H & R Block Premium software allows you to make a perfect return every year. It remembers data that allows next years start easy and efficient.
Your services were OK. I have one complaint. I downloaded the software. My printer is broken. After I completed my return, I couldn't find an option to save my tax return to my computer. In previous years that was easy to do.