Tax filing integration with Block Advisors
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Tax filing integration with Block Advisors
Wave is now offering a tax filing integration with Block Advisors for US businesses. With this integration, you can seamlessly file your taxes based on your accounting data in Wave.
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Wondering if Block advisors have extensive knowledge and experience filing for agricultural enterprises/farming. We are a multi-member LLC in need of filing Schedule F's.
I would like to set an appointment, but I cannot get past the personal info form - it doesn't proceed on either Chrome or Safari. How do I reach out to them directly, instead of using the link in Wave to book an appointment?
Hey @Farmgal , my understanding is that Block has the experience to help you in any capacity with filing your taxes. If you do have further questions, you can contact them at 1-800-472-9283.
Hi @truehousemedia , I'm sorry to hear that you're having trouble accessing the appointment booking. When you say that it doesn't proceed, is there an issue with one of the buttons that you're clicking or is your webpage just hanging? In the meantime, feel free to reach out to H&R Block directly about this integration at 1-800-472-9283.
Can I use your tax integration to file forms 1120 and 5472 for Foreign Owned Single Member LLC?
I don't see anything happening with this integration and can't tell what the status of my taxes is. Nobody has contacted me, and it's impossible to tell if anything is happening on Block's end. Also, while I was assigned an advisor, there's no way to get in touch with him that I can tell. This online software or the Wave + Block integration needs work. I can't tell if anything is happening besides that I made an account that doesn't give me any options...
Hey @truehousemedia , based on the javascript error, it sounds like there may be an issue with your browser. Can you try accessing it through a different browser (preferably Chrome or Firefox)? The number posted above is a dedicated line for Block + Wave issues. If you call it, they'll know that it's a Wave related request and they can answer any questions you may have about the integration.
Hey @Leo1603 , if you reach out through the Block phone line, they can advise on what they're capable of filing on your behalf. HRB would have to comment on this themselves as they are the ones doing the filing. As a point of reference, the phone number is 1-800-472-9283.
Hi @tbader0 , I'm not sure where exactly in the process you are, but if you do require additional help you can reach out through the Block phone line posted in the answer above this one.
If I use the Block integration, does it pull information from my business AND my personal sections of Wave to do a complete return OR does it only pull my business tab/section and do a Section C? This is relevant for personal deductions such as medical.
Is the pricing listed for tax filing integration priced for the year, or per quarterly filing?
Hey @jimc938 , the Block integration does not pull from the Personal section of your Wave account. It will however proactively ask you to input all of the relevant personal expenses that should be factored in as deductions on your return.
Hi @Ellie_8 , this is specifically for your end of the year tax so it's a one time fee for the filing.
I chose to use the integration but my tax preparer isnt seeing any of my information, is this something i need to give him access to?
Hey @Jayda , you have to add your advisor as a collaborator to your business in Wave under the read-only “Block Advisors Tax Pro” role.
I would like to work with the Existing Block Advisor that I have been working with for MANY YEARS. Can I request that specific Block Advisor through Wave?
Hey @StevenJayCohen !
If you still have your Advisors contact information, feel free to reach out to them. If not, you can book a call with our Wave Advisors team here to see what they can do for you!
What is the price for completing a 990 for a non -profit organization.
Hey @Sylviacass , the prices are firm so this would depend on if you're filing by yourself or having an advisor do it for you. All prices and details are listed within the article above.
If you link your bank account and categorize all of your transactions will the IRS still need to see itemized receipts?
Hey @DUSTNRUST ,
This isn't a question that us here on the Customer Support team have insight into I'm afraid, as we're not trained accountants! I recommend reaching out to a registered CPA for advice on this; I wouldn't want you to follow the wrong advice here.