How to Remove TaxPro from H&R Block: A Comprehensive Guide

Removing TaxPro from your H&R Block account involves distinct steps depending on what you’re referring to: deactivating a Tax Pro Review, opting out of future professional tax preparation services, or disassociating from a professional tax preparer account linked to yours. Each scenario requires a different approach within the H&R Block ecosystem.

Understanding TaxPro within H&R Block

Before diving into the removal process, it’s crucial to clarify what “TaxPro” signifies in your context. H&R Block offers various professional tax services, including:

• Tax Pro Review: A service where a tax professional reviews your return before filing, offering guidance and ensuring accuracy.
• Full-Service Tax Preparation: Enlisting a tax professional to prepare and file your taxes for you.
• Block Advisors: A branch specializing in small business tax services.

Depending on which service you’re engaged with, the removal process will differ.

Removing Tax Pro Review

If you’ve subscribed to Tax Pro Review during your online tax filing process, and you wish to discontinue it, here’s how:

1. Log into your H&R Block Account: Access your account through the H&R Block website using your credentials.
2. Navigate to Your Tax Return: Open the tax return you’re currently working on or the one where you’ve activated Tax Pro Review.
3. Locate the Tax Pro Review Section: Look for a section clearly labeled Tax Pro Review or similar. It might be within the “Review” or “Finalize” stages of your tax preparation.
4. Opt-Out or Cancel the Service: Within the Tax Pro Review section, there should be an option to “Cancel Review,” “Opt-Out,” or something similarly worded. Select this option.
5. Confirm Your Decision: You’ll likely be prompted to confirm your cancellation. Read the confirmation message carefully to understand any implications, such as potential loss of fees or benefits.
6. Proceed with Filing: Once confirmed, the Tax Pro Review will be removed, and you can proceed with filing your tax return on your own.

Disconnecting from a Professional Tax Preparer

If your account is linked to a professional tax preparer (for instance, if they prepared your taxes previously and linked their account to yours), you’ll need to follow these steps to remove the connection:

1. Contact the Tax Preparer Directly: The most straightforward approach is to contact the tax preparer who is linked to your account. Request that they remove the connection from their end. This is often the quickest solution.
2. Contact H&R Block Support: If you can’t reach the tax preparer or if they’re unable to remove the connection, contact H&R Block‘s customer support. Explain that you want to disconnect your account from a specific tax preparer.
3. Provide Necessary Information: Be prepared to provide information such as your account details, the tax preparer’s name or identification number (if you have it), and the reason for your request.
4. Follow H&R Block’s Instructions: The H&R Block support team will guide you through the necessary steps, which may involve submitting a formal request or providing additional documentation.
5. Confirm Disconnection: Ensure you receive confirmation that the connection has been successfully removed. Check your account settings to verify that the tax preparer is no longer listed.

Opting Out of Future Professional Tax Preparation Services

If you simply want to ensure that you’re not automatically enrolled or solicited for professional tax preparation services in the future:

1. Review Your Account Settings: Log into your H&R Block account and navigate to your account settings or profile preferences.
2. Look for Communication Preferences: Find the section related to communication preferences or marketing opt-ins.
3. Unsubscribe from Marketing Emails: Unsubscribe from emails related to professional tax services or special offers.
4. Contact H&R Block Directly: To ensure complete removal from future solicitations, contact H&R Block customer support and specifically request to be removed from their marketing lists related to professional tax services.

FAQs: Removing TaxPro from H&R Block

1. Can I get a refund if I cancel Tax Pro Review after it’s started?

Generally, refunds for Tax Pro Review are subject to H&R Block‘s refund policy. If the review hasn’t been fully completed and you cancel promptly, you might be eligible for a partial refund. Contact H&R Block customer support to inquire about your specific situation.

2. How long does it take to disconnect from a tax preparer’s account?

The time it takes to disconnect can vary. If the tax preparer handles the disconnection, it can be immediate. If you need to involve H&R Block support, it might take a few business days to process your request.

3. Will disconnecting from a tax preparer delete my past tax returns?

No, disconnecting from a tax preparer will not delete your past tax returns stored in your H&R Block account. Your returns remain accessible unless you specifically request their deletion.

4. What information do I need to provide to H&R Block to disconnect from a tax preparer?

You’ll likely need to provide your account information (username, email address), the tax preparer’s name or identifying information, and a clear statement that you wish to disconnect from their account.

5. Can a tax preparer reconnect to my account after I’ve disconnected them?

No, a tax preparer cannot reconnect to your account without your explicit consent. You would need to re-authorize the connection.

6. Is there a fee to disconnect from a tax preparer or cancel Tax Pro Review?

There is generally no fee to disconnect from a tax preparer. Canceling Tax Pro Review might involve a partial refund, but there isn’t typically a cancellation fee itself.

7. What if I can’t remember the tax preparer’s name who’s linked to my account?

Contact H&R Block customer support. They can likely identify the tax preparer linked to your account based on your account information and past tax filings.

8. Can I remove Tax Pro Review after I’ve already filed my taxes?

No, you cannot remove Tax Pro Review after you’ve already filed your taxes. The service is provided before filing to ensure accuracy.

9. What if I accidentally disconnected from the wrong tax preparer?

Contact H&R Block customer support immediately. They can assist in reconnecting you to the correct tax preparer, assuming both parties consent.

10. Will opting out of marketing emails affect my ability to receive important tax-related notifications?

No, opting out of marketing emails should not affect your ability to receive important tax-related notifications, such as updates about your filed return or account security alerts. These are typically considered transactional emails and are separate from marketing communications.

11. I used Tax Pro Review last year. Will it automatically be added to my account this year?

No, Tax Pro Review is not automatically added to your account each year. You must explicitly opt-in and pay for the service each time you want to use it.

12. Where can I find H&R Block’s customer support contact information?

You can find H&R Block‘s customer support contact information on their website, typically in the “Contact Us” or “Help” section. They offer phone support, online chat, and email options.

By carefully following these steps and consulting the FAQs, you can effectively manage your TaxPro settings within H&R Block and ensure your tax preparation experience aligns with your preferences. Remember that contacting H&R Block directly is always the best course of action for specific or complex situations.