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MyBlock: Tax Docs & Refund

No more tax season panic: This app makes you the master of your tax documents, all year long.

Key Figures

Downloads

5M+

User Rating

4.5/5

Total Ratings

59.7K

Publisher

HRB Tax Group, Inc.

An expert evaluation of key functionalities designed for secure and simplified tax and financial management for US taxpayers.

MyBlock: Core Features and Impact Analysis

Direct Access to Tax Professionals

The app provides secure messaging, scheduling, and management of in-person or virtual appointments with H&R Block tax professionals, offering year-round guidance and support for tax-related questions.

Digital Document Management

This tool features secure uploading and organization of W-2s, 1099s, receipts, and donations, including the ability to take photos of documents and access past tax returns anytime.

Refund & Return Tracking

It allows users to estimate their tax refund and track the status of their return after filing, providing confidence and helping maintain organization for key financial moments.

Year-Round Financial Organization

The app enables continuous organization of tax documents and financial records throughout the year, ensuring preparedness for tax season and simplifying ongoing financial management.

FAQ

Frequently Asked Questions

Everything you need to know about MyBlock: Tax Docs & Refund

What is the MyBlock app?

The MyBlock app serves as your H&R Block account, facilitating the management of taxes from receipts to refunds. It also connects users with tax experts and offers tools for financial planning.

Can I communicate with a tax professional through the MyBlock app?

Yes, the MyBlock app provides secure messaging, screensharing, and video chat to connect with an H&R Block tax professional throughout the year. This ensures year-round support.

How does the MyBlock app help manage tax documents?

The MyBlock app helps manage tax documents by providing a personalized organizer, guiding users on necessary documents, and enabling uploads and photo captures of forms. This prevents scrambling for lost documents.

Can I track my tax return status using the MyBlock app?

Yes, the MyBlock app enables users to instantly track their tax return status and estimate potential refunds after filing. Screenshot #4 shows a filed and accepted return status.

What mobile banking features does the MyBlock app offer?

The MyBlock app integrates mobile banking features, including managing the H&R Block Emerald Prepaid Mastercard, monitoring balances, and making payments. It also offers savings tools and credit score access via LendingTree.

Does the MyBlock app offer a Second Look Review?

Yes, the MyBlock app offers a "Second Look Review" service. This feature allows users to get a comprehensive review of their last three tax returns to ensure accuracy.

How can I choose a tax pro using the MyBlock app?

The MyBlock app allows users to choose a tax professional based on their expertise, location, or simply by selecting the first available advisor. Screenshot #5 displays the selection interface.

Is my data secure with the MyBlock app?

Yes, H&R Block prioritizes user privacy and security within the MyBlock app. Further details on data security principles are available on the hrblock.com/data-security/ website.

Can I change my tax appointment type with MyBlock?

Yes, MyBlock provides flexibility for appointments. Users can easily switch between in-person and virtual tax appointment types as needed, ensuring a stress-free experience.

Does MyBlock offer tax identity protection?

Yes, the MyBlock app includes Tax Identity Shield. This feature allows users to check their account status, protecting their tax identity and providing alerts for potential issues.

The following screenshots and description are sourced directly from the app's official store listing and are the property of the app developer.

App Store

Screenshots

MyBlock: Tax Docs & Refund - The app offers a clear 'Get ready to start your taxes' call to action and an intuitive bottom navigation bar for easy access to core features. — The app offers a clear 'Get ready to start your taxes' call to action and an intuitive bottom navigation bar for easy access to core features.
Seamless Tax Start

MyBlock: Tax Docs & Refund - Users can effortlessly review and approve their tax return through the app, with visual cues like the e-signature icon and the 1040 form illustration guiding them. — Users can effortlessly review and approve their tax return through the app, with visual cues like the e-signature icon and the 1040 form illustration guiding them.
Effortless Return Approval

MyBlock: Tax Docs & Refund - The app facilitates connecting with a tax professional, visually represented by the handshake, to review past tax returns through the 'Second Look® Review' service. — The app facilitates connecting with a tax professional, visually represented by the handshake, to review past tax returns through the 'Second Look® Review' service.
Expert Review Access

MyBlock: Tax Docs & Refund - The app provides instant visibility into tax return status, clearly displaying the estimated federal refund amount and the 'Filed' and 'Accepted' milestones. — The app provides instant visibility into tax return status, clearly displaying the estimated federal refund amount and the 'Filed' and 'Accepted' milestones.
Instant Refund Tracking

MyBlock: Tax Docs & Refund - Users can easily choose their tax professional based on expertise or location, with clear profiles showing names like 'Mark O'Reilly' and 'Charlotte Parker'. — Users can easily choose their tax professional based on expertise or location, with clear profiles showing names like 'Mark O'Reilly' and 'Charlotte Parker'.
Personalized Pro Selection

MyBlock: Tax Docs & Refund - This tool simplifies tax preparation by allowing users to efficiently add documents and view existing uploads, such as 'Ellie1099int.pdf' and 'Ellie1098.pdf'. — This tool simplifies tax preparation by allowing users to efficiently add documents and view existing uploads, such as 'Ellie1099int.pdf' and 'Ellie1098.pdf'.
Streamlined Document Upload

MyBlock: Tax Docs & Refund - The app presents a clear breakdown of tax return outcomes, including the 'Results of your 2024 tax return' and a summary of 'Total income'. — The app presents a clear breakdown of tax return outcomes, including the 'Results of your 2024 tax return' and a summary of 'Total income'.
Outcome Overview

MyBlock: Tax Docs & Refund - The app serves as an organized document hub, allowing users to access various tax documents like 'W-2' and '1099-INT' with an easy-to-use year filter. — The app serves as an organized document hub, allowing users to access various tax documents like 'W-2' and '1099-INT' with an easy-to-use year filter.
Organized Document Hub

MyBlock: Tax Docs & Refund - Users can securely connect with their tax professional via the 'Messages' inbox, receiving updates and communicating with experts like 'Charlotte Parker'. — Users can securely connect with their tax professional via the 'Messages' inbox, receiving updates and communicating with experts like 'Charlotte Parker'.
Direct Pro Messaging

MyBlock: Tax Docs & Refund - The app enables users to manage their finances, providing a clear overview of their 'Emerald Card' balance and a direct link to 'Manage account' settings. — The app enables users to manage their finances, providing a clear overview of their 'Emerald Card' balance and a direct link to 'Manage account' settings.
Financial Management

Description

MyBlock makes it easy to manage your taxes and financial life in one secure place. Upload and store tax documents, track your refund or return status, and connect with a trusted tax pro, anytime, anywhere. Whether you’re preparing for tax season or staying organized year-round, MyBlock helps you stay in control with simple tools designed around real tax needs. WHAT YOU CAN DO WITH MYBLOCK Upload & organize tax documents • Upload W-2s, 1099s, receipts, and donations as you receive them • Take photos of tax forms and store them securely • Access past tax returns and documents when you need them Track your taxes with confidence • Estimate your refund • Check your return status after filing • Keep everything organized for key financial moments Get help from a tax pro • Message an H&R Block tax professional securely • Schedule or manage in-person or virtual appointments • Get guidance when questions come up—during tax season or beyond Manage your money in one place • Track refunds and balances on your H&R Block Emerald Prepaid Mastercard® • Use simple savings tools to plan ahead • View your credit score through LendingTree COMMON QUESTIONS, ANSWERED Can I upload tax documents anytime? Yes. Add documents throughout the year so you’re ready when it’s time to file. Can I track my refund or return status? Yes. MyBlock lets you monitor your refund estimate and track your return after filing. Do I need to file my taxes in the app to use MyBlock? No. MyBlock helps you organize tax documents, track status, and communicate with a tax pro—even if you haven’t filed yet. Can I use MyBlock year-round, not just during tax season? Yes. You can upload documents, store tax records, and manage your account throughout the year. Is my information secure? MyBlock uses industry-standard security practices to help protect your data. MYBLOCK: TAXES, ORGANIZED. SUPPORT, SIMPLIFIED. Your privacy, security, and guarantees matter to us. Learn more at hrblock.com Privacy Policy: [https://www.hrblock.com/universal/digital-online-mobile-privacy-principles/](https://www.hrblock.com/universal/digital-online-mobile-privacy-principles/) Service Agreement: [https://idp.hrblock.com/idp/Authn/OnlineServiceAgreement.html](https://idp.hrblock.com/idp/Authn/OnlineServiceAgreement.html) Data Security: [https://www.hrblock.com/data-security/](https://www.hrblock.com/data-security/) Guarantees: [https://www.hrblock.com/guarantees/](https://www.hrblock.com/guarantees/)