Associate Tax Return Policy

Purpose of This Policy 

H&R Block encourages Associates to utilise the capabilities of the organisation’s tax preparation systems to maximise the benefit of their personal tax return. 

This policy provides clarity and parameters for Associate access to H&R Block methodology and systems to ensure: 

• No negative impact on services provided to clients; and
• No detriment to the organisation

Scope 

This policy applies to: 

• All H&R Block Australia employees

Tax Professional/Associate Tax Returns 

The following rules apply to all Associate Tax Returns: 

• Associate Tax Returns can only be prepared outside of paid working hours (in the Associate’s or Tax Professional’s own time)
• Associate Tax Returns must be completed outside peak season, defined as:
  • 1 July – 31 August, and
  • 15 October – 31 October
• Only personal tax returns are permitted-business or company tax returns are not permitted
• The benefit applies only to the current financial year- multi‑year returns are excluded
• Client returns always take precedence over Associate returns if the associate is in an office completing their return

Tax Professional/Associates 

As a benefit of employment: 

• Tax Professionals may prepare their own personal tax return using H&R Block systems
• They may prepare up to four (4) additional personal tax returns, apart from their own, per financial year for their immediate family members, at no charge
• All returns must be completed and lodged on or before 31 October, unless an alternative arrangement is approved by the Office Manager
• All returns must be completed in the office where the Associate worked during tax season.
• A receipt must be created and saved with each return as below:
  • Line item: H&R Block Associates
  • Fee Entered: $0