I am a long time user of the Premium and Business package and have two different takes. The personal tax product is outstanding! The business part of the package is middling at best.
The interactive assistance in the personal tax program is better than what you would get at a tax practitioner's office. The ability to import broker information (gains/losses/1099s/etc.) is seamless and saved me many hours and probably errors. Can't recommend it enough.
The business part of package is only for those who have more than a passing knowledge of the corporate tax structure in this country. Concepts and decisions are brought up during preparation that you must research on your own or risk filing a return riddled with errors. The database that the return is based on is ancient. If you have skills in data processing, it will work for you. If you don't, there is a real possibility that it will not install properly and you will be cursing at your computer monitor. Importing information other than the prior year return almost never works. The one thing the return has in its favor is that the competitor product is more expensive and does a whole lot less.
In the end, a real yin/yang kind of product.
BTW, when I say I have been a long time user I mean I have been using it since before HRB bought the software company that forms the basis for the current product. As I think about it, the business software product is almost unchanged from it's earliest days. Could really use an update.
Pros: Easy to import documents
I would recommend this to a friend!
Response from HRBlockBy Kira, Social Media Team, April 8, 2025
We appreciate your time in sharing this with us! Please feel free to contact us at 1-800-472-5625 if we can help to make you have a 5-star experience. Your feedback is important to us!
I have been purchasing and using H&R Block Premium and Business software for 25 years (started when it was still TaxCut Brand). For my 2024 taxes, this was the first time I encountered a problem. The software did not know what to do with Box 11.A other Income and Box 13.AE other deductions from a Form 1065 Sch. K-1 report. Told me I would have to figure out where to put the two items, and then enter them manually. When I did, I was told I could not efile because of this problem.
Pros: Easy to prepare, Maximizes refund, Fast
Cons: Hard to import documents
I would recommend this to a friend!
Value
5
Response from HRBlockBy Kira, Social Media Team, April 8, 2025
We appreciate your time in sharing this with us! Please feel free to contact us at 1-800-472-5625 if we can help to make you have a 5-star experience. Your feedback is important to us!
Program was great at filing business and personal taxes. The real problem I had was downloading a copy of the return to my document file. I had to install an HR Block PDF program to accomplish the download. Why??
Response from HRBlockBy Kira, Social Media Team, April 8, 2025
We appreciate your time in sharing this with us! Please feel free to contact us at 1-800-472-5625 if we can help to make you have a 5-star experience. Your feedback is important to us!
Just finished 2024 filings. For the past several years I have pointed out the short comings and confusion in the lack of feature(s) to easily navigate through the tax return process. This year I will try to be more specific.
When opening a "itemized list" anywhere in the interview process, a window is displayed showing all the itemized lists already created in the return. The problem is it only displays the IRS form number and line number without any reference to the position in the interview process. This makes it VERY difficult to select the list you are wanting to view. Therefore you have to open each of the itemized lists until you find the one you are looking for. This is very cumbersome and non-intuitive and confusing.
In the itemized list window, there should be some name reference to the interview process so you can easily select the one you are searching for.
Pros: Maximizes refund
Cons: Time consuming
Value
2
Response from HRBlockBy Asiya, Social Media Department, April 7, 2025
Thank you for taking time to give us feedback! We apologize that your experience did not meet your expectations. At H&R Block, we strive to provide 5-Star customer satisfaction each and every time. We’d like the opportunity to work with you to address your concerns. Please contact our support team at 1-800-472-5625 at your earliest convenience.
We have used your software to do our taxes for quite a few years and have been very pleased with the results. If we did not have your software we would be forced to use an accountant.
Pros: Easy to prepare, Maximizes refund, Easy to import documents
I would recommend this to a friend!
Value
5
Response from HRBlockBy Tra, Social Media Department, April 7, 2025
We’re so happy to hear you had a good experience. If we can help in any way, our support team is here for you at 1-800-472-5625. We appreciate your business, and thank you for the valuable feedback!
Good but 2 issues. The K-1 it generates for trusts cannot be entered as printed for error free entry into HRB 1040 software.
Pros: Fast
Cons: Hard to prepare
I would recommend this to a friend!
Value
4
Response from HRBlockBy Andrea, Social Media Team, April 7, 2025
Thank you for taking time to provide feedback! We truly appreciate your business. At H&R Block, we strive to provide 5-Star customer satisfaction each and every time. Please feel free to contact our support team at 1-800-472-5625 if we can assist in any way.