H&R Block’s 2023 tax software – pick a package that’s right for you

Built for Canadians by Canadians, our 2023 tax software has everything you need to get your taxes done right. Backed by our maximum refund and 100% accuracy guarantees*, our 2023 tax software covers simple and complex tax situations, is safe, secure, and encrypted, and provides personalized step-by-step guidance. Regardless of which package you choose, you’ll be able to NETFILE your return as soon as the service opens for the year.

Note:

• Maximum refund guarantee - If you find another tax software preparation method that results in a larger refund (or smaller liability) than that calculated by the H&R Block online tax software, we will reimburse you the purchase price of that other method. See the End User License Agreement for full terms and conditions.
• 100% accuracy guarantee - Our tax team knows their numbers. We guarantee 100% accurate calculations. If you pay a penalty because of an error attributable solely to our software, we’ll reimburse you for any resulting CRA and Revenu Québec penalties and interest charges.

Here are some awesome features that are included in our FREE 2023 tax software:

• Jump start my return – Save time and improve your tax return’s accuracy. Transfer last year's tax details directly into this year's tax return.

• Automatic tax return optimizations and overrides – Our state-of-the-art tax engine will automatically calculate over 400 slips, forms, credits, and deductions to fully optimize your return.

• Claim T slips, and RL slips – Report all T slips and RL slips to claim employment, pension, and other income.

• Claim COVID-19 benefits and repayments – Covers COVID-19 support such as CERB, CRB, CRCB, CRSB, CEWS, CERS, CESB, etc.

• Claim tuition, scholarships, grants, and other student credits – Report T2202, TL11A, and TL11C slips as well as student loan interest payments, grants, and bursaries.

• Claim employment, EI, and pension income – Report employment, EI, and pension income on a T4, T4A, T4(OAS), T4RIF, T4(P) or RL slip.

• Claim RRSP contributions – Report RRSP contribution receipts, transfers, HBP and LLP repayments, and claim RRSP deductions to reduce your taxable income.

• Claim dependent transfers and credits – Report childcare, adoption, and medical expenses related to your dependants, and claim the Canada caregiver credit (CCC) amount for an eligible dependant, and transfer tuition tax credits from your dependant.

• Unlimited technical support – Engage with our technical support team as many times as you need, by chat (technical support only).

• H&R Block online tax-help centre – Get access to hundreds of articles in our Online Tax Help Centre. Written with you in mind, our articles can help you figure out which credits you’re eligible for and where to find them in our software.

• Helpful guidance & tax tips – Our software will help guide you through the tax return process and give general tax tips as you prepare your return.

• Review a summary of your return before you file - Download and review a line-by-line summary of your return for your records.

• Québec optimizations – If you’re a resident of Québec, you can enter your data simultaneously while preparing your Revenu Québec and CRA returns.

• Smart Search – Previously known as Quick Slip Entry, the Smart Search feature helps you search and add slips and forms to your return with a simple click. If you’re a returning user, the Smart Search feature is still under the Government slips tab in the tax software.

• Auto-fill my return and other government services – Get access to all tax-related online services offered by the CRA and Revenu Québec. Download your slips right into your return with Auto-fill my return (AFR) and Téléchargement des données fiscales (TDF). File your return online with NETFILE and, if needed, use ReFILE to adjust and refile it. View your CRA notice of assessment right in the software with express NOA (eNOA). In case you add any information, forms or slips that are only available in our DELUXE,PREMIER, or SELF-EMPLOYED products, you’ll be asked to upgrade.

Our DELUXE package helps you file your return quickly while giving you the confidence that you’re getting the best result. The DELUXE package combines everything in our FREE package with the following advance features and support:

• Personalized tax saving suggestions – Get over 50 years of tax experience designed and delivered directly to you in our Tax Software. Review personalized tax-saving suggestions throughout the software to help you get a better refund or pay less tax.

• Claim employment expenses not on a slip – Report employment expenses made in 2023 not on a T or RL slip.

• Claim donations, and medical expenses not on a slip – Report donations, and medical expenses made in 2023 not on a T or RL slip.

• Printable T1 General and TP-1 before you file – Download and review a detailed PDF of your entire return (both the T1 General and TP1), before you file.

• 2022 to 2023 line-by-line comparison* – See what’s changed from last year's return to this year. Don’t just do your taxes, understand them with a line-by-line comparison.

If you need extra confidence that you filed your return right, our PREMIER product gives all the features of our DELUXE product along with the following additional support:

• Claim rental property income and expenses not on a slip – Report rental property income and expenses made in 2023 not on a T or RL slip.

• Claim capital gains and losses not on a slip – Report capital gains and losses made in 2023 not on a T or RL slip.

• Claim foreign income – Report foreign income made in 2023 not on a T or RL slip.

The SELF-EMPLOYED package contains all that PREMIER has to offer with the ability to claim self-employment, ridesharing, online sales, consulting, freelancing, and more.

• Self-employment expense and deduction calculator - allowing you to maximize credits and tax deductions in an easy and interactive way
• Claim self-employed income and expenses – We have condensed and simplified the process of filing the Statement of Business or Professional Activities. (T2125)

Yes! We want you to be happy with your purchase, and to have what you need to file your return stress-free. You can upgrade your account from FREE to DELUXE, PREMIER, or SELF-EMPLOYED at any point as you prepare your return(s).

Have a question while preparing your return? With Expert Help you can connect with one of our Tax Experts to ask any tax questions you might have. Talk to a Tax Expert as many times as you want while working on your return – no appointment necessary!

You can always add an Expert Help - Book a Review to any of our products. With Expert Review, one of our tax experts will review your return with you over the phone, before you file. Not only will the tax expert review your return in detail and answer all your questions but they’ll help you optimize your credits and deductions, so you get the most out of your return.

We take pride in our tax software, and hope you’ll enjoy using it as much as we enjoyed building it for you.