H&R Block - Approved Vendor - Historical

1-For all returns H&R Block is the paid preparer
2-A phone number is required for all prepared tax returns
3-Signature date will be date completed
4-Software does not support invalid Routing Transaction Numbers
5-Software does not support issuer SSNs for 1099 or W-2 on GA Income Statement
6-Does not allow some special characters in names or addresses
7-Does not support a second address line for foreign addresses

1-For ALL returns H&R Block is the paid preparer
2-A phone number is required for all prepared tax returns
3- Signature date will be date completed
4-Software does not support Invalid Routing Transaction Numbers
5-Software does not support issuer SSNs for 1099 or W-2 on GA Income Statement
6-Software does not allow some special characters in names or addresses 
7-Does not support a second address line for foreign addresses

1-Preparer’s Information and Authorization
2-Software only allows self-prepared returns 
3-Software does not support Third Party Designee 
4-Software does not support hyphens in names &/or addresses 
5-Does not support deposits or debit to/from a foreign bank 
6-Does not support direct debit for future estimated tax payments 
7-Software requires a phone number for all self-prepared tax returns 
8-Does not support the GA Special Programs Code 
9-Does not support signature date for future date 
10-Does not support SSNs for 1099 or W-2s                

1-Preparer’s Information and Authorization                                
2-Time Ratio                                                                            
3-Second address line not supported except for apt number
4-Name of the financial institution is not included on returns with direct deposit
5-A phone number and email is required for all returns
6-Software does not support deceased returns
7-Does not support “in care of” addresses
8-Does not support direct deposit of refund to multiple accounts
9-Does not support estimated tax withdrawals
10-Does not support foreign bank transactions
11-Does not support state extensions
12-Does not support reciprocity returns
13-Does not support debit card for refunds
14-Does not support time ratio                                        
15-Software only allows self-prepared returns                           

1-For ALL returns H&R Block is the paid preparer
2-A phone number is required for all prepared tax returns
3- Signature date will be date completed
4-Software does not support Invalid Routing Transaction Numbers
5-Software does not support issuer SSNs for 1099 or W-2 on GA Income Statement
6-Software does not allow some special characters in names or addresses 

1- Preparer's Information and Authorization
2 - Software does not support SSNs for 1099 or W-2s, format will be FEIN
3 - Software does not support relationship type of sibling
4-Software does not support NOL

1-Only self-prepared returns are allowed
2-E-filing not allowed when withholding is reported on form F1099Misc
3-Name of the financial institution is not included on returns with direct deposit
4-A phone number is required for all returns
5-Software does not support deceased returns
6-Does not support “in care of” addresses
7-Does not support direct deposit of refund to multiple accounts
8-Does not support estimated tax withdrawals
9-Does not support foreign bank transactions
10-Does not support state extensions
11-Does not support reciprocity returns
12-Does not support debit card for refunds
13-Does not support deceased spouse for e-file            
14-Does not support 2nd address line except for apt # 
15-Only supports one instance of G2-A withholding on the income statement 
16-Does not support non- standard W2 with a social security number instead of a Federal ID number 
17-Only allows lump sum treatment when distribution is from a qualified plan

Income Statements Withholding Forms with SSN for the employer/payer Federal ID Number
Special characters in names or addresses

No limitations reported by vendor

Preparer's information and authorization
Form 500 UET
Income Statements Withholding Forms with SSN for the employer/payer Federal ID Number

Preparer's information and authorization
Form 500 UET
Deceased taxpayer or spouse
In care of addresses
Direct deposit of refund to multiple accounts
Debit Card for refund
Estimated tax withdrawals
Foreign bank transactions
State Extensions
Reciprocity returns

PDF attachments except for Other State Returns and G2 withholding forms
SSN for 1099 or W2 
Special characters in names or addresses

Form IT-CA
Form IT-CCC75
Form IT-CCC100
Form IT-CONSV
Form IT-FC
Form IT-QEE-TP2
Form IT-QJ
IT-Addback
IT-REIT

Form IT-552
Form IT-CA
Form IT-CCC75
Form IT-CCC100
Form IT-CONSV
Form IT-FC
Form IT-QEE-TP2
Form IT-QJ
IT-Addback
IT-REIT

PDF Attachments
Preparer information and authorization
Form 500 UET
Form IT-CONSV
Form IT-QEE-TP2