To drop the Tax Pro add-on in H&R Block Online, open checkout and click “Remove” next to the service, or contact support to downgrade.
You’re moving through your online return and a paid add-on appears. Maybe you tapped it out of curiosity, or you thought you would need it and changed your mind. Good news: you can take it off before you pay and file. This guide shows every path to remove the review add-on, what each path looks like on screen, and what to do if you already sent your file to a pro.
Remove The Pro Review Add-On In H&R Block — Step-By-Step
There are three common points where the add-on can be removed: during the product pitch, at the payment screen, and through live help if it’s stuck. Work down the list until you see the cart or product list with a visible “Remove,” “Trash,” or “X.”
Method 1: Use The Cart Or Checkout Screen
Keep moving forward as if you’ll pay. The cart screen lists every product tied to your return. Next to the pro review line, click “Remove,” “X,” or a trash icon. You’ll return to the standard DIY plan with no review fee added.
Method 2: Downgrade The Online Product
If the cart won’t show a remove option, switch back to the lower-tier DIY level. H&R Block’s help page outlines three ways to downgrade: Ask AI inside the product (choose “Downgrade”), call their support line, or use chat and ask for a downgrade to the free or lower tier that fits your forms. The page labels the request terms that agents recognize, like “Wrong product” or “Accidentally upgraded.” Link: downgrade my account.
Method 3: Remove After You See The Tax Summary
Many filers first see the pitch right after the Tax Summary screens. If you clicked through and later changed your mind, go back to the checkout area; the same cart removal control appears before payment.
Method 4: Ask An Agent To Clear It
If none of the screens expose a remove control, ask an agent to take the add-on off your cart. Use chat or call the support line listed on H&R Block’s product support page. Phrase your request plainly: “Please remove the review add-on and downgrade my online product.” Link: product support.
Quick Paths To Remove The Add-On
The table below shows where to click based on what you see. Try the top row first; it’s the fastest for most filers.
| What You See | Where To Click | Outcome |
|---|---|---|
| Checkout or Cart lists “Tax Pro Review” with a price | Click “Remove,” “X,” or trash icon beside the line item | Service removed; you stay in DIY and proceed to pay/file |
| No remove option in cart | Open in-product help > type “Downgrade” | Guided downgrade to a lower tier without the add-on |
| Stuck before payment; can’t reach cart | Go forward to the next payment/summary screen | Cart appears; remove control becomes visible |
| Still no remove control | Chat or call and ask to remove the add-on | Agent clears it from your account cart |
Already Sent Your File To A Pro? Do This
If you handed off your return to a pro through the review flow, the assigned preparer will contact you in the secure Message Center. Reply there and ask to stop the review and return the file to DIY. That message route is the official channel used for review conversations and timing updates. Source overview: H&R Block’s support note on review contact and Message Center use.
How To Halt The Review In Progress
- Open your account and go to Messages.
- Send a short note: “Please cancel the review and return my file to DIY.”
- Wait for the confirmation that the request went through. If timing is tight, also contact chat or phone support and give the case number from the message thread.
H&R Block’s support article states that a review pro typically reaches out through the Message Center after receiving your file. That’s the same place you’ll see status updates or any follow-up questions from the pro. Link: review contact.
Downgrade Paths That Commonly Work
You may see one of these flows when removing the add-on. The exact wording varies by season, but the actions are the same.
Cart Removal Flow
On the cart screen you’ll see a list of products with prices. The review add-on appears as its own line. Click the remove control and confirm. Your total updates to the DIY amount only. Now you can file without any review fee.
In-Product “Downgrade” Flow
Open the help widget, type “Downgrade,” and follow the steps. You might see prompts like “Wrong product” or “Accidentally upgraded.” Accept the suggested DIY plan that fits your forms. This path is handy when the cart doesn’t show a remove button.
Agent-Assisted Flow
Use chat or the phone number on the support page. Ask the agent to clear the add-on and move your account to the correct DIY tier. Have your email, phone, or BlockCare ID ready. If you’ve already paid for the add-on but didn’t file, tell the agent that you want it removed from the order and ask about credits or refunds tied to your case.
What If You Already Paid?
If the add-on was paid but you haven’t filed with a pro’s final sign-off, you still may be able to remove it. Reach an agent and explain that you want the DIY route only. They can see your cart status and advise on credits or timing. H&R Block publishes a page of guarantees across filing methods; it outlines accuracy and satisfaction terms, which can guide your conversation with support. Link: guarantees.
After A Pro Signs And Files
Once the pro has signed and e-filed, the service is complete. Removal isn’t applicable at that point. If you still have concerns about fees or scope, use the Message Center thread and the phone line on the support page to request a review of the charge.
How The Review Add-On Works (So You Know What You’re Removing)
The review add-on is a virtual check by a tax professional on your finished DIY return. After you accept the add-on, you’ll upload any requested documents and send the file to a pro. The pro reviews entries, may ask clarifying questions, and then finalizes the filing on your behalf after you approve the changes. H&R Block’s product page describes the process and notes that pricing varies by complexity. Understanding this flow helps you confirm if you need it or if standard DIY already covers your situation.
Reasons People Remove It
- Your return is simple and fits the DIY tier you already have.
- You added the service by mistake while skimming the post-summary pitch.
- You don’t need a pro to sign your return; you just want to file now.
Common Snags And Easy Fixes
You Don’t See “Remove” In The Cart
Move ahead to the next payment screen; the remove control often appears there. If it still doesn’t show, trigger the downgrade flow through in-product help, or start a chat and ask the agent to clear the add-on from your cart.
You Can’t Downgrade Because Data Might Be Lost
In past seasons, downgrading could risk losing entries. Current support pages describe a guided downgrade and direct agent help, both designed to avoid data loss and keep you on the right tier. If the screen warns about data, stop and ask an agent to move you to the correct tier without wiping entries.
You Already Sent Files To A Pro
Send a Message Center note asking to cancel the review. If you don’t see a reply in a reasonable time, call or chat with the case number from that message to speed things along.
When To Keep The Add-On
Some filers do benefit from a pro’s check and signature. If your return includes complex stock sales, multi-state issues, K-1s, rental property schedules, or advanced credits, the review might save time and back-and-forth later. If your situation is straight W-2s with a common credit or two, DIY is usually enough.
What To Say When You Contact Support
Short, direct phrasing gets faster results. Here are scripts you can copy into chat or say on the phone.
Script For Removing The Add-On
“Please remove the review add-on from my online cart and move me to the correct DIY tier. I haven’t paid or filed yet.”
Script If You Already Paid
“I paid for the review add-on but want to file DIY. Please remove it from my order and advise on credit or refund options for this case.”
Script If You Already Sent Files
“I sent my return to the pro, but I changed my mind. Please cancel the review and return my return to DIY.”
Timeline, Channels, And What To Expect
Expect a reply inside the secure Message Center once your file reaches a pro. If you’re trying to stop the review, send that message first, then open chat or call support with your case number. Response times vary by filing season volume.
| Channel | What To Do | Typical Outcome |
|---|---|---|
| Checkout/Cart | Click “Remove” next to the review line item | Add-on disappears; DIY price remains |
| In-Product Help | Type “Downgrade” and follow prompts | Lower tier applied; no review add-on |
| Message Center | Ask to cancel the in-progress review | File returned to DIY when possible |
Simple Checklist You Can Follow
- Advance to checkout to expose the cart.
- Remove the review line item.
- If missing, run the “Downgrade” flow or contact an agent.
- If already sent to a pro, send a Message Center cancel request.
- Confirm your total shows only the DIY fee (or $0 for the free tier).
- Finish filing with the correct plan.
Why Screens Vary Across Filers
The product can present slightly different prompts based on your forms, state return, and timing. That’s why moving to the payment view is the most reliable way to expose the remove control. If your screen is different, use the downgrade tools and agent help linked above.
Sources You Can Trust For This Process
Two H&R Block pages are especially helpful during removal:
- The downgrade help article with the Ask AI, phone, and chat paths: downgrade my account.
- The review contact article that explains the Message Center flow: review contact.
Bottom Line Steps
Head to checkout, remove the review line, or use the downgrade flow. If your file already reached a pro, cancel through the Message Center and follow up with chat or a call. Once the add-on is gone, confirm your total reflects the DIY path you want, then file.