APPOINTMENT PREPARATION GUIDE

Let’s get ready for your upcoming appointment

APPOINTMENT PREPARATION GUIDE

Let’s get ready for your upcoming appointment

C360
Personal info screenshot

STEP 1

Collect your personal info

You’ll need the following for you, your spouse, and any dependents:

 

Date of birth, drivers license, SSN or tax ID, and financial account info to receive a refund or pay a balance.

H&R Block customer gathering documents

STEP 2

Gather your docs

Answer a few questions to create a customized checklist based on your tax situation.

Create my checklist
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STEP 3

Upload your docs to MyBlock

This gives your tax pro time to review your documents so that you can save time during your appointment.

H&R Block sole proprietor customer

Sole proprietors

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Includes sole proprietors, freelancers, contractors, and single member LLCs

Common IRS forms:

  • Schedule C

  • Form 1040
H&R Block construction business customer

Corporations and partnerships

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Includes businesses with S Corp election, incorporated businesses, multi-member LLCs, and businesses with multiple owners

Common IRS forms:

  • Schedule K-1

  • Form 1120/1120S

  • Form 1065
Personal info screenshot

60-min appointment

Your appointment time may vary based on how simple or complex your taxes are.

 

The length of your appointment may also be affected if you are missing documents.

H&R Block customer

Talk with your pro

You’ll sit down with your pro to make sure they fully understand your tax situation.

 

Your pro may also do a business structure analysis and create a profit and loss statement.

1099-k upload screenshot

Stay in touch

If you have any additional questions after your appointment, you can message your pro on MyBlock.

Ask us about bookkeeping and payroll services

During your tax appointment, we can help you figure out if our custom bookkeeping and payroll services would help you save money and make end-of-year tax filing easier.

Don’t have a tax
appointment yet?

Work with a tax pro virtually or in person.

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