H&R Block primarily provides tax preparation services and tax software, so the relevant policy focus is refunds and cancellations rather than physical-item returns. For desktop tax preparation software purchases, H&R Block advertises a money-back satisfaction guarantee tied to the customer’s filing status and a notification window. The key concept is that refund eligibility is generally limited to the period before a tax return is filed using the software, and the request must be made within the stated time limit after purchase. Once a return is filed (or authorized for e-file), fees may become due and the transaction may no longer be refundable under the satisfaction guarantee terms.
For desktop software, the satisfaction guarantee states that a full refund of the purchase price may be available if dissatisfaction is reported before filing the return and the customer provides the required documentation. The guarantee also specifies a time limit to notify H&R Block of dissatisfaction and the reason, and it references submitting proof of purchase. The stated notification window is sixty (60) days from the initial software purchase. Refunds under this guarantee are described as excluding certain amounts such as shipping and handling charges, taxes, and any rebate received. Because eligibility hinges on “before filing,” customers should confirm whether any e-file submission, acceptance, or authorization to e-file has occurred prior to requesting a refund.
For online filing services and other non-physical services, refund and cancellation outcomes can depend on whether the service has already been delivered (for example, whether a return has been prepared, reviewed, or filed) and on the specific product selected (online filing, in-office preparation, or add-on services). A practical approach is to treat the “point of no return” as the moment a return is filed or authorized for filing, since that is commonly when fees become owed. If a billing concern arises, the most actionable next step is to contact the appropriate H&R Block support channel (online, software, or in-office) and request a review of the charge, the product purchased, and the filing status tied to the account or order.
To pursue a refund or resolve a billing dispute, gather the purchase confirmation, the email address used for the account, the product name (online filing vs. desktop software), the purchase date, and whether the return was filed. If the request relates to desktop software, use the guarantees page as the policy reference and follow the stated requirements for notice timing and proof of purchase. If the request relates to online filing or an in-office engagement, use the support page to reach the correct team and ask for the applicable refund or cancellation terms for that service. When contacting support, clearly state the desired outcome (refund, credit, or cancellation), the reason, and the timeline, and request confirmation of any resolution in writing.
