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How to upload documents and track a return with H&R Block

Choose MyBlock to manage tax documents and work with a tax pro, or Tax Prep to file your own return. Here’s how to get started, share documents, and track progress.
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To use H&R Block on your phone, first choose the app for your task: MyBlock is for managing tax documents, working with a tax professional, and tracking return progress; H&R Block Tax Prep is for preparing your own return. Download the matching app from the official app store, sign in or create an account, and follow the current in-app prompts.

Which H&R Block app should you use?

App Best fit What H&R Block describes
MyBlock Managing tax information or working with a tax pro Store, organize, and share documents; message or arrange appointments with a tax pro; and track return progress.
H&R Block Tax Prep Preparing your own taxes DIY tax preparation, including document import or upload.

The apps are not interchangeable. H&R Block’s mobile apps page describes their different roles. Features can change, so check the current app-store listing and the installed app’s description for your tax year.

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How do you download the app and sign in?

  1. Choose MyBlock for tax-document management or a tax-pro workflow, or Tax Prep if you plan to prepare your return yourself.
  2. Find and download the app from Apple’s App Store or Google Play. H&R Block links to both from its mobile apps page.
  3. Open the app and use its current prompts to sign in or create an account. H&R Block says a MyBlock account is required for virtual work with a tax pro and for filing through its online product. Exact screens and tap sequences may vary by app and device, so follow the prompts shown on your phone.

How do you upload tax documents?

In MyBlock, you can store, organize, and share tax documents. For Tax Pro Review, H&R Block says you can upload PDFs or Word documents, or take photos of forms and send them through the secure Message Center. The Message Center is also available through a logged-in online account. See H&R Block’s instructions for submitting documents using Tax Pro Review.

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Use the instructions shown for the specific product and workflow you selected. A separate W-2 photo-capture process described in H&R Block’s photo-capture help involves taking a photo, opening a secure link sent by text, following the on-screen steps, and confirming the captured data. That particular process requires internet access but not an app; it does not mean every app upload works the same way.

#1 Best Overall
Sale
H&R Block Tax Software Deluxe + State 2025 Win/Mac [PC/Mac Online Code]
  • Tax prep made smarter: With AI Tax Assist, you can get real-time expert answers from start to finish.
  • Step-by-step Q&A and guidance
  • Quickly import your W-2, 1099, 1098, and last year's personal tax return, even from TurboTax and Quicken software
  • Itemize deductions with Schedule A
  • Accuracy Review checks for issues and assesses your audit risk

Can you work with a tax pro in MyBlock?

MyBlock supports starting taxes independently or getting matched with a tax pro, sharing documents, messaging the pro, and then reviewing, signing, and filing a return. Follow the current product flow for any fees or eligibility requirements; the app overview does not establish that all expert services are free. Before signing, check that the return and the information entered are accurate.

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How do you track an H&R Block return or refund?

MyBlock can show return progress. Refund status is a separate check: H&R Block’s refund-status instructions say to check the status of the original e-filed return first. After the IRS accepts it, use H&R Block’s Where’s My Refund tool or the IRS refund tracker.

Rank #2
Sale
H&R Block Tax Software Premium 2025 Win/Mac [PC/Mac Online Code]
  • Tax prep made smarter: With AI Tax Assist, you can get real-time expert answers from start to finish.
  • Step-by-step Q&A and guidance
  • Quickly import your W-2, 1099, 1098, and last year's personal tax return, even from TurboTax and Quicken software
  • Itemize deductions with Schedule A
  • Five free federal e-files and unlmited federal preparation and printing

H&R Block says refund information is usually available 72 hours after the IRS acknowledges an e-filed return. That is general guidance, not a guaranteed update time or a promised refund delivery date.

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Quick Recap

SaleBestseller No. 1
H&R Block Tax Software Deluxe + State 2025 Win/Mac [PC/Mac Online Code]
H&R Block Tax Software Deluxe + State 2025 Win/Mac [PC/Mac Online Code]
Step-by-step Q&A and guidance; Itemize deductions with Schedule A; Accuracy Review checks for issues and assesses your audit risk
$54.97
SaleBestseller No. 2
H&R Block Tax Software Premium 2025 Win/Mac [PC/Mac Online Code]
H&R Block Tax Software Premium 2025 Win/Mac [PC/Mac Online Code]
Step-by-step Q&A and guidance; Itemize deductions with Schedule A; Five free federal e-files and unlmited federal preparation and printing
$79.97
Bestseller No. 3
H&R Block Tax Software Premium & Business 2025 Win [PC Online code]
H&R Block Tax Software Premium & Business 2025 Win [PC Online code]
Premium: Windows 10 or higher and Business: Windows 11; Five free federal e-files and unlimited federal preparation and printing
$99.99
SaleBestseller No. 4
H&R Block Tax Software Deluxe 2025 Win/Mac [PC/Mac Online Code]
H&R Block Tax Software Deluxe 2025 Win/Mac [PC/Mac Online Code]
Step-by-step Q&A and guidance; Itemize deductions with Schedule A; Accuracy Review checks for issues and assesses your audit risk
$46.97
Bestseller No. 5
(Old Version) H&R Block Tax Software Deluxe + State 2024 with Refund Bonus Offer (Amazon Exclusive) Win/Mac [PC/Mac Online Code]
(Old Version) H&R Block Tax Software Deluxe + State 2024 with Refund Bonus Offer (Amazon Exclusive) Win/Mac [PC/Mac Online Code]
One state program download included— a $39.95 value; Reporting assistance on income from investments, stock options, home sales, and retirement
$59.99
Best Value
(Old Version) H&R Block Tax Software Deluxe + State 2024 with Refund Bonus Offer (Amazon Exclusive) Win/Mac [PC/Mac Online Code]
  • Choose to put your refund on an Amazon gift card and you can get a 2% bonus. See below for details
  • Quickly import your W-2, 1099, 1098, and last year's personal tax return, even from TurboTax and Quicken Software
  • One state program download included— a $39.95 value
  • Reporting assistance on income from investments, stock options, home sales, and retirement
  • Guidance on maximizing mortgage interest and real estate tax deductions (Schedule A)
Rank #4
Sale
H&R Block Tax Software Deluxe 2025 Win/Mac [PC/Mac Online Code]
  • Tax prep made smarter: With AI Tax Assist, you can get real-time expert answers from start to finish.
  • Step-by-step Q&A and guidance
  • Quickly import your W-2, 1099, 1098, and last year's personal tax return, even from TurboTax and Quicken software
  • Itemize deductions with Schedule A
  • Accuracy Review checks for issues and assesses your audit risk
Rank #3
H&R Block Tax Software Premium & Business 2025 Win [PC Online code]
  • Premium: Windows 10 or higher and Business: Windows 11
  • Tax prep made smarter: With AI Tax Assist, you can get real-time expert answers from start to finish.
  • Quickly import your W-2, 1099, 1098, and last year's personal tax return, even from TurboTax and Quicken software
  • Five free federal e-files and unlimited federal preparation and printing
  • Free e-file included for most business forms

What if you are unsure which workflow to choose?

  • Choose Tax Prep if you intend to prepare your own return.
  • Choose MyBlock if you need to manage documents, communicate with a tax pro, or follow return progress.
  • Check the current product flow for the features, fees, and eligibility that apply to your tax year; the app descriptions do not provide a complete comparison for every situation.

Product prices and availability are accurate as of the date/time indicated and are subject to change. Any price and availability information displayed on Amazon at the time of purchase will apply.

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