Like the title says, from the filing process and tax questions to tax policy and reform, you can search and share All Things Tax here. This is the place to find answers to all your general questions that don't fall under the other categories. And just a reminder: questions about software or online filing should be posted in DIY Products.
03-10-2017 07:29 AM
03-10-2017 09:24 PM - last edited on 03-11-2017 09:29 AM by HaroldG
Welcome to the H&R Block community.
MyBlock is a place for you to keep all of your tax documents in one place so that you can go back and review them or retrieve them when you need to. The only way a tax professional can look at your documents online is if you use the "best of both" feature in the online software to send the documents to your tax professional.
If you have any other questions I'll be glad to help.
Senior Tax Advisor (Tampa, FL)
04-24-2017 02:19 PM
Thanks for that explanation. I had the same issue and was quite frustrated, as I'd spent quite a bit of time uploading all my documents thinking it would be a seamless integration, but then my tax preparer said she'd never done it that way before and couldn't access it. So fortunately, there was an empty workstation at the HR Block office during my appointment and my tax preparer let me log on and print all the documents I had uploaded.
Anyway, can you please detail the steps to enable this "best of both" feature? Or provide a link to some instructions?
Also, can you tell me what steps the tax preparer needs to follow on their end to view this data? My preparer seemed very open to learning how to do it, she just didn't know how.
Thanks in advance!