Poor and unintuitive interface. Certain questions can no longer be accessed if the user navigates away from the question, e.g. filling in user drivers’ license ID information. Audit notes do not link directly to section required to fix the error.
I use a professional tax package for most of my returns, however I'm limited in the number of returns that I can. So, I bought the H&R Block Home and Business package as a backup. The first return I prepared was for an individual who lived in and worked in 2 different states. The program did an excellent job of walking through each return with all the right questions and I completed the federal and 2 states in less than an hour. The one negative point was the cost of the second state. I had to pay almost as much for that one state as I did for the original package. That was the only return I did for that state which makes the cost a bit unreasonable.Bit I did get the job done, correctly, and I'll just have to pass the extra cost along to my client.
Always use this software - easy to use and covers all scenarios. Didn't give a 5 this year because downloading the updates thru the software this year was not as seamless as it has previously been
I've used H&R software for at least ten years and have very satisfied with it.The instructions have been clear and suggestions helpful. It was as if a real person was helping me.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
This year for the first time in 13 or 14 years I have had issues with the program. Trouble downloading. Could not get the state program at all. had to contact help who sent it to me via email. could not upload the federal program at all had to mail it. could not do the stat as directed. could not do estimated quarterly payments on system. This has been so poor a product for the first time.
Cons: Doesn't maximize refund, Hard to import documents