Get H&r Block Expat Tax Services One H&r Block Way Kansas City ...

Filling out the H&R Block Expat Tax Services Client Service Agreement (CSA) online can be a seamless experience when you follow the right steps. This guide provides clear and detailed instructions to ensure you complete the form accurately and efficiently.

Follow the steps to complete your form accurately.

1. Click the ‘Get Form’ button to obtain the form and open it in the editor.
2. Read the introductory section to understand the terms of service, which includes details about the income tax return preparation, fees, and responsibilities.
3. Fill out your personal information in the designated fields to ensure accurate identification.
4. Provide information regarding your income earned in each foreign country and any foreign taxes paid as required in the appropriate sections.
5. Review the fees outlined for tax return preparation services and ensure you understand the payment process.
6. If you would like tax advice and research beyond return preparation, note that additional fees will apply and should be documented.
7. Read through the Arbitration Agreement section carefully to understand your rights in case any disputes arise.
8. Sign the CSA in the designated signature areas to confirm your agreement with the terms. If applicable, include your partner's signature.
9. Choose whether to allow H&R Block to establish a secure client portal for storing your tax returns by initialing your preference.
10. Once all fields are filled and reviewed, save your changes, and then download, print, or email the completed form as necessary.

Start your online document management process now by filling out the H&R Block Expat Tax Services CSA!