What do I need to bring to my tax appointment?

Started ‎01-16-2015 by
Modified ‎01-13-2016 by

When you’re preparing to meet with one of our tax professionals, it’s helpful to review a quick checklist to make sure you bring all the necessary documents. We have a few tax prep checklist options available:


  • If you have an H&R Block MyBlock account there's a tax appointment checklist available in your account.
  • If you’re looking for other options here's a link to a page on our web site that will provide you some guidance.
  • One of our bloggers posted a colorful one here.

If you're filing at a one of our local offices and want a bank product such as a Refund Anticipation Check or Emerald Card, you'll also want to bring current photo ID.