Can this software import last year's information entered ONLINE at H&amp;R Block's site?
755338
not sure, but I would think that HP Block is main frane with each office being a link, that works off a main program , fast way to find out HR help line. 1 800 472 5625
206610
I didn't see an obvious option for importing information from a spreadsheet, but you can go to avery.com/print and use template 5302 to see if these will meet your needs before you buy the cards.
7132
I am not sure, that info should be provided by Amazon or you could go to the Microsoft website and they should be able to help you. Just be aware that you cannot use this product by itself without Microsoft office. I thought I could buy it and use it alone, but I had to purchase something from Microsoft to use it and had the option to pay one lump sum or a monthly charge. I did not want to do that,so I returned it and went to paper accounting and I am very happy with that. Only on occasion do I miss Excel spreadsheet.
1840135
I don't know the answer to this, but you can get help by clicking on the Help tab and on "Send us your Data". I found StatTrack to be very helpful in installing on my Windows 8 PC, but I didn't try any address-list transfers. Bob Griffith
2260465
Yes. You can code tax-related transactions in iBank with a built-in set of U.S. tax codes, then export data to a TXF file for use with TurboTax or other popular tax prep software.
317145
We have a machine that will allow you to have that information upload to the web. this would allow you to pull what dates you need. day, month, year.
40358
No. It doesn't store the data in those formats. You need to import using their software.
2013532
That's correct; you cannot import info directly from Schwab into the H&R Block software. I've used Tax Cut for years (I'm a Schwab customer), and I copy the info I need from Schwab into an Excel file, and then use a third party macro (from InvestoTeK, called ConvertExcel2TXF, $5.00) to make the conversion of the info from Schwab into the needed format (.TXF file) which can be imported. I discovered this last year when doing our 2009 taxes and it works great. You just pay for the macro and download it online. (I have no connection to InvestoTek except as a satisfied customer). FYI if you are a Schwab customer you can buy TurboTax through them for a discount. I just prefer the H&R Block software to TT.
703009
Yes, I use the UB.04 software. You can download it off of the internet. It is somewhat pricey, but it makes billing much simpler. There are many other programs out there that do the same thing, you might want to shop around to find the one that works best for your needs.
605449
I believe if it is multi-user it says on the box. I don't see where it says that on this box. Payroll is usually included in with the software, but you have to purchase the support for it, as in up to date tax withholding tables etc.
1605773
You can install the software on another computer, but don't forget to transfer the file you created for your tax return to that other computer as well.
2115732
I think it depends on who issues your 1099 for int div b & r. I know Morgan Stanley has said it could import information directly to H & R Block at Home.
173387
Yes. The PDF software allows you to open your may bill, click scan at the top menu and add to the existing document
506466
Hello Dee, Thank you for your inquiry. The software creates a file that can get imported into the Quickbooks program. If you need anything else, please let us know. Thank you.
424857
Yes, the same thing happened to me. I called the H&R Block Help Center to report the problem. It looks to me like the workaround is simply to tell the system that your contribution limit is higher -- which in fact it is.
251195
Robert, it looks like I have succeeded in transferring my 2008 online data to the 2009 desktop product. The online help is a little cryptic, but once you have saved a 2009 .tax file (mine actually had updated 2009 data since I was doing some preliminary work online) to your computer, you should choose Open Tax Return from the File menu of the desktop application. It kicks back to the transferring screen, but then it starts to transfer the data. It left me in the transferring screen with the button that look non-applicable, so I just clicked on the Personal Info or Federal Taxes tabs to get into the application. I hope this helps!
748567
Tax laws change, so the software must, too. I personally use an updated version so the integration to my bank and business stays current and within tax code.