10-K – 2025-08-15 – 0001605297-25-000016-xbrl.zip

In the United States, on July 4, 2025, H.R. 1 was signed into law. Among other provisions, the legislation reinstates immediate expensing for domestic research and experimental expenditures, extends 100% bonus depreciation for qualified property placed in service beginning January 20, 2025, and makes certain other provisions of the Tax Cuts and Jobs Act permanent. We are evaluating the impacts of this legislation and will reflect its impact in our financial statements in fiscal year 2026. At this time, we are unable to reasonably estimate the financial impact of these changes.
We account for income taxes under the asset and liability method, which requires us to record deferred income tax assets and liabilities for future tax conseq uences attributable to differences between the financial statement carrying value of existing assets and liabilities and their respective tax basis. Deferred taxes are determined separately for each tax-paying component within each tax jurisdiction based on provisions of enacted tax law. The effect of a change in tax rates on deferred tax assets and liabilities is recognized in income in the period that includes the enactment date.
We record a valuation allowance to reduce our deferred tax assets to the estimated amount that we believe is more likely than not to be realized. Determination of a valuation allowance for deferred tax assets requires that we make judgments about future matters that are not certain, including projections of future taxable income and evaluating potential tax-planning strategies.
The significant components of deferred tax assets and liabilities are reflected in the following table:

(in 000s)
As of June 30, 2025 June 30, 2024
Deferred tax assets:

Deferred revenue 33,435   50,944  
Allowance for credit losses 30,098   30,581  

Deferred and stock-based compensation 7,204   8,060  
Net operating loss carry-forward 38,856   63,398  
Lease liabilities 130,911   117,483  
Federal tax benefits related to state unrecognized tax benefits 31,061   26,841  

Internally developed software 84,301   15,063 
Intangibles - intellectual property 61,138   71,367  
Other 22,121   6,056 
Valuation allowance ( 18,538 ) ( 16,569 )
Total deferred tax assets 420,587   373,224  
Deferred tax liabilities:
Prepaid expenses and other ( 20,396 ) ( 3,001 )
Lease right of use assets ( 128,204 ) ( 115,128 )

Intangibles ( 43,879 ) ( 51,398 )
Total deferred tax liabilities ( 192,479 ) ( 169,527 )
Net deferred tax assets $ 228,108   $ 203,697  

A reconciliation of the deferred tax assets and liabilities and the corresponding amounts reported in the consolidated balance sheets is as follows:

(in 000s)
As of June 30, 2025 June 30, 2024
Deferred income tax assets $ 228,108   $ 203,697  
Deferred tax liabilities —   —  
Net deferred tax asset $ 228,108   $ 203,697  

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Changes in our valuation allowance for fiscal years 2025, 2024 and 2023 are as follows:

(in 000s)
Year ended June 30, 2025 2024 2023
Balance, beginning of the year $ 16,569   $ 57,566  $ 55,172 

Additions charged to costs and expenses 4,166   4,584   6,438 

Deductions ( 2,197 ) ( 45,581 ) (4,044)
Balance, end of the year $ 18,538   $ 16,569   $ 57,566 

Our valuation allowance on deferred tax assets has a net increase of $ 2.0  million during the current period. The $ 4.2  million of additions charged to costs is primarily related to foreign tax credits that we do not expect to utilize in future years. The increase is offset by a $ 2.2  million decrease to our valuation allowance balance for adjustments related to certain domestic and foreign net operating losses utilized in the current fiscal year and changes in future projections of net operating loss utilization.
Certain of our subsidiaries file stand-alone returns in various sta te, local and foreign jurisdictions, and others join in filing consolidated or combined returns in such jurisdictions. As of June 30, 2025, we had net operating losses of $ 38.9 million in various states and foreign jurisdictions. The amount of state and foreign net operating losses varies by taxing jurisdiction. We maintain a valuation allowance of $ 4.3 million on state net operating losses and $ 5.5 million on foreign net operating losses for the portion of such loses that, more likely than not, will not be realized. Of the total net operating loss deferred tax assets, $ 29.1  million are more likely than not to be realized. Net operating loss deferred tax assets of $ 10.4 million will expire in varying amounts during fiscal years 2026 through 2045 and the remaining $ 28.5 million have no expiration.
We do not currently intend to repatriate non-borrowed funds held by our foreign subsidiaries in a manner that would trigger a tax liability; therefore, no provision has been made for income taxes that might be payable upon remittance of such earnings. The amount of unrecognized tax liability on these foreign earnings, net of expected foreign tax credits, is immaterial as of June 30, 2025.
Changes in unrecognized tax benefits for fiscal years 2025, 2024 and 2023 are as follows:

(in 000s)
Year ended June 30, 2025 2024 2023
Balance, beginning of the year $ 251,787   $ 240,063   $ 232,004  
Additions based on tax positions related to prior years 574   1,232   1,252  
Reductions based on tax positions related to prior years —   ( 4,604 ) —  
Additions based on tax positions related to the current year 37,883   37,063   33,330  
Reductions related to settlements with tax authorities ( 379 ) ( 4,472 ) ( 661 )
Expiration of statute of limitations ( 23,317 ) ( 17,495 ) ( 25,862 )

Balance, end of the year $ 266,548   $ 251,787   $ 240,063  

Included in the total gross unrecognized tax benefit ending balance as of June 30, 2025, 2024 and 2023 are $ 232.8 million, $ 207.5 million and $ 209.0 million respectively, which if recognized, would impact our effective tax rate. Increases from prior year are primarily related to additions based on current year tax positions offset by expirations of statute of limitations and settlements with taxing authorities.
We believe it is reasonably possible that the balance of unrecognized tax benefits could decrease by approximately $ 152.0 million within the next twelve months. The anticipated decrease is due to the expiration of statutes of limitations, anticipated closure of various tax matters currently under examination, and settlements with tax authorities. For such matters where a change in the balance of unrecognized tax benefits is not yet deemed reasonably possible, no estimate has been included.
Interest and penalties, if any, accrued on the unrecognized ta x benefits are reflected in income tax expense. The total gross interest recorded to income tax expense for periods ending June 30, 2025, 2024 and 2023 totaled $ 1.4 million, $ 14.1 million and $ 10.1  million, respectively. The total penalties, if any, recorded for the same periods

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were immaterial. The total gross interest and penalties accrued as of June 30, 2025 and 2024 totaled $ 44.7 million and $ 42.0 million, respectively.

NOTE 10: COMMITMENTS AND CONTINGENCIES
Our U.S. and Canadian businesses offer our 100% accuracy guarantee. Assisted tax returns are covered by our 100% accuracy guarantee, whereby we will reimburse a client for penalties and interest attributable to an H&R Block error on a return. DIY tax returns are covered by our 100% accuracy guarantee, whereby we will reimburse a client (up to a maximum of $ 10,000 in the U.S), if our software makes an arithmetic error that results in payment of penalties and/or interest to the respective taxing authority that a client would otherwise not have been required to pay. Our liability related to estimated losses under the 100% accuracy guarantee was $ 11.4 million and $ 14.1 million as of June 30, 2025 and 2024, respectively. The short-term and long-term portions of this liability are included in deferred revenue and other liabilities in the consolidated balance sheets.
Liabilities related to acquisitions for (1) estimated contingent consideration based on expected financial performance of the acquired business and economic conditions at the time of acquisition and (2) estimated accrued compensation related to continued employment of key employees were $ 29.6  million and $ 26.9  million as of June 30, 2025 and 2024, respectively, with amounts recorded in deferred revenue and other liabilities. These liabilities will be settled within the next ten years. Should actual results differ from our estimates, future payments made will differ from the above estimate and any differences will be recorded in results from continuing operations.
We have contractual commitments to fund certain franchises with approved short-term lines of credit for the purpose of meeting their seasonal working capital needs. Our total obligation under these lines of credit was $ 0.4 million as of June 30, 2025, and net of amounts drawn and outstanding, our remaining commitment to fund totaled $ 0.2 million.
We are self-insured for certain risks, including employer provide d medical benefits, workers' compensation, property, general liability, tax errors and omissions, and claims related to POM. These programs maintain various self-insured retentions and commercial insurance is purchased in excess of the self-insured retentions for all but POM in company-owned offices and employer provided medical benefits. We accrue estimated losses for self-insured retentions using actuarial models and assumptions based on historical loss experience.
We have a deferred compensation plan that permits certain employees to defer portions of their compensation and accrue income on the deferred amounts. Included in deferred revenue and other liabilities is $ 9.0 million and $10.1 million as of June 30, 2025 and 2024, respectively, reflecting our obligation under this plan.
Emerald Advance® term loans are originated by Pathward® N.A. (Pathward). We purchase participation interests, at par, in all EAs originated by Pathward in accordance with our participation agreement. Our participation interest varies by jurisdiction. During fiscal year 2025, our purchased participation interests represented 87% of total EA volume originated by Pathward. See note 4 for additional information about these balances.
Refund Advance loans are originated by Pathward and offered to certain assisted U.S. tax preparation clients, based on client eligibility as determined by Pathward. We pay fees primarily based on loan size and customer type. We have provided a guarantee up to $18.0 million related to certain loans to clients prior to the IRS accepting electronic filing. We accrued an estimated liability of $2.2 million at June 30, 2025 related to this guarantee. As of June 30, 2024 we had $ 1.4  million accrued under the Refund Advance guarantee agreement, and we paid $ 2.6  million, net of recoveries, related to that guarantee during the fiscal year ended June 30, 2025.
We offer POM to U.S. and Canadian clients, whereby we (1) represent our clients if they are audited by a taxing authority, and (2) assume the cost, subject to certain limits, of additional taxes owed by a client resulting from errors attributable to H&R Block. The additional taxes paid under POM have a cumulative limit of $ 6,000 for U.S. clients and $ 3,000 CAD for Canadian clients with respect to the federal, state/provincial and local tax returns we prepared for applicable clients during the taxable year protected by POM. A loss on POM would be recognized if the sum of expected costs for services exceeded unearned revenue.

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NOTE 11: LEASES
O ur lease costs and other information related to operating leases consisted of the following:

(dollars in 000s)
Year ended June 30, 2025 2024 2023
Operating lease costs $ 244,127   $ 242,372   $ 238,899  
Variable lease costs 93,216   88,629   85,239  
Subrental income ( 464 ) ( 508 ) ( 575 )
Total lease costs $ 336,879   $ 330,493   $ 323,563  

Cash paid for operating lease costs $ 239,792   $ 239,292   $ 236,423  
New operating right of use assets and related lease liabilities $ 293,190   $ 266,970   $ 253,755  
Weighted-average remaining operating lease term (years) 3 3 2
Weighted-average operating lease discount rate 5.0 % 5.0 % 4.1 %

Aggregate operating lease maturities as of June 30, 2025 are as follows:

(in 000s)

2026 $ 230,102  
2027 166,425  
2028 102,033  
2029 45,036  
2030 19,309  
2031 and thereafter 11,898  
Total future undiscounted operating lease payments 574,803  
Less imputed interest ( 42,753 )
Total operating lease liabilities $ 532,050  

NOTE 12: LITIGATION AND OTHER RELATED CONTINGENCIES
We are a respondent in numerous litigation and arbitration matters, arising both in the ordinary course of business and otherwise, including as described below. The matters described below are not all of the lawsuits or arbitrations to which we are subject. In some of the matters, very large or indeterminate amounts, including punitive damages, may be sought. Various jurisdictions and arbitration forums permit considerable variation in the assertion of monetary damages or other relief. The jurisdictions or forums may permit claimants not to specify the monetary damages sought or may permit claimants to state only that the amount sought is sufficient to invoke the jurisdiction or forum. In addition, the jurisdictions or forums may permit claimants to allege monetary damages in amounts well exceeding reasonably possible verdicts in the jurisdiction or forum for similar matters. We believe that the monetary relief which may be specified in a lawsuit or arbitration matter bears little relevance to its merits or disposition value due to this variability in pleadings and our experience in handling and resolving numerous claims over an extended period of time.
The outcome of a matter and the amount or range of potential loss at particular points in time may be difficult to ascertain. Among other things, uncertainties can include how fact finders will evaluate documentary evidence and the credibility and effectiveness of witness testimony, and how courts and arbitrators will apply the law. Disposition valuations are also subject to the uncertainty of how opposing parties and their counsel will view the relevant evidence, circumstances, and applicable law.
In addition to litigation and arbitration matters, we are also subject to other loss contingencies arising out of our business activities, including as described below.
We accrue liabilities for litigation, arbitration, and other related loss contingencies and any related settlements when it is probable that a loss has been incurred and the amount of the loss can be reasonably estimated. If a range of loss is estimated, and some amount within that range appears to be a better estimate than any other

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amount within that range, then that amount is accrued. If no amount within the range can be identified as a better estimate than any other amount, we accrue the minimum amount in the range.
For such matters where a loss is believed to be reasonably possible, but not probable, or the loss cannot be reasonably estimated, no accrual has been made. It is possible that such matters could require us to pay damages or make other expenditures or accrue liabilities in amounts that could not be reasonably estimated as of June 30, 2025. While the potential future liabilities could be material in the particular quarterly or annual periods in which they are recorded, based on information currently known, we do not believe any such liabilities are likely to have a material adverse effect on our business and our consolidated financial position, results of operations, and cash flows. As of June 30, 2025 and 2024 our total accrued liabilities were $ 6.2 million and $ 7.2 million, respectively.
Our estimate of the aggregate range of reasonably possible losses includes (1) matters where a liability has been accrued and there is a reasonably possible loss in excess of the amount accrued for that liability, and (2) matters where a liability has not been accrued but we believe a loss is reasonably possible. This aggregate range only represents those losses as to which we are currently able to estimate a reasonably possible loss or range of loss. It does not represent our maximum loss exposure.
Matters for which we are not currently able to estimate the reasonably possible loss or range of loss are not included in this range. We are often unable to estimate the possible loss or range of loss until developments in such matters have provided sufficient information to support an assessment of the reasonably possible loss or range of loss, such as precise information about the amount of damages or other remedies being asserted, the defenses to the claims being asserted, discovery from other parties and investigation of factual allegations, rulings by courts or arbitrators on motions or appeals, analyses by experts, or the status or terms of any settlement negotiations.
The estimated range of reasonably possible loss is based upon currently available information and is subject to significant judgment and a variety of assumptions, as well as known and unknown uncertainties. The matters underlying the estimated range will change from time to time, and actual results may vary significantly from the current estimate. As of June 30, 2025, we believe the estimate of the aggregate range of reasonably possible losses in excess of amounts accrued, where the range of loss can be estimated, is not material.
At the end of each reporting period, we review relevant information with respect to litigation, arbitration and other related loss contingencies and update our accruals, disclosures, and estimates of reasonably possible loss or range of loss based on such reviews. Costs incurred with defending matters are expensed as incurred. Any receivable for insurance recoveries is recorded separately from the corresponding liability, and only if recovery is determined to be probable and reasonably estimable.
We believe we have meritorious defenses to the claims asserted in the various matters described in this note, and we intend to defend them vigorously. The amounts claimed in the matters are substantial, however, and there can be no assurances as to their outcomes. In the event of unfavorable outcomes, it could require modifications to our operations; in addition, the amounts that may be required to be paid to discharge or settle the matters could be substantial and could have a material adverse impact on our business and our consolidated financial position, results of operations, and cash flows.
We have received and are responding to certain governmental inquiries, class actions, and mass arbitrations relating to the IRS Free File Program and other aspects of our DIY tax preparation services, including the use of pixels. An accrual related to these matters is included in our loss contingency accrual.
We are from time to time a party to litigation, arbitration, and other loss contingencies not discussed herein arising out of our business operations. These matters may include actions by state attorneys general, other state regulators, federal regulators, individual claimants, and cases in which claimants seek to represent others who may be similarly situated.
While we cannot provide assurance that we will ultimately prevail in each instance, we believe the amount, if any, we are required to pay to discharge or settle these other matters will not have a material adverse impact on our business and our consolidated financial position, results of operations, and cash flows.

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NOTE 13: SEGMENT INFORMATION
We provide assisted and DIY tax preparation solutions through multiple channels (including in-person, online and mobile applications, virtual, and desktop software) and distribute H&R Block-branded services and products, including those of our bank partners, to the general public primarily in the U.S., Canada and Australia. We report a single segment that includes all of our continuing operations. The majority of our revenues are from our U.S. tax services business.
The Company's Chief Operating Decision Maker (CODM) is our chief executive officer, who regularly reviews consolidated financial information to evaluate financial performance and allocate resources. Specifically, the CODM uses revenues, operating expenses, net income and EBITDA at a consolidated level, as key financial metrics in deciding how to reinvest to grow the business through our strategic imperatives of Block Experience, Financial Products and Small Business. These financial metrics are used by the CODM to make operating decisions and identify growth opportunities. The measure of segment assets is total consolidated assets as presented on the consolidated balance sheet.

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The following table presents the significant revenue and expense categories included in the segment's net income from continuing operations as regularly provided to the CODM on a consolidated basis and then reconciled to net income for the years ended June 30, 2025 , 2024 and 2023:

Consolidated – Financial Results    (in 000s, except per share amounts)
Year ended June 30, 2025 2024 2023
Revenues:
U.S. tax preparation and related services:
Assisted tax preparation $ 2,413,229   $ 2,274,835   $ 2,167,138 
Royalties 192,877   204,802   210,631 
DIY tax preparation 383,738   349,812   314,758 
Refund Transfers 137,526   142,249   143,310 
Peace of Mind® Extended Service Plan 87,326   93,087   95,181 
Tax Identity Shield® 29,920   33,386   38,265 
Emerald Card® and Spruce SM
72,888   76,093   84,651 
Interest and fee income on Emerald Advance® 28,958   40,933   47,554 
International 246,993   247,123   235,131 
Wave 109,222   96,472   90,314 
Other 58,318   51,555   45,252 
Total revenues $ 3,760,995   $ 3,610,347   $ 3,472,185 
Compensation and benefits:
Field wages 927,360   869,002  841,742 
Other wages 306,999   298,819  273,850 
Benefits and other compensation 250,729   228,723  220,530 
1,485,088   1,396,544  1,336,122 
Occupancy 438,868   432,461  428,167 
Marketing and advertising 285,800   277,747   286,255  
Depreciation and amortization 116,827   121,784  130,501 
Bad debt 74,584   91,523  60,401 
Other 531,858   485,011  482,041 
Total operating expenses 2,933,025   2,805,070  2,723,487 
Other income (expense), net 31,546   36,125  35,492 
Interest expense on borrowings (78,113) (79,080) (72,978)
Income from continuing operations before income taxes 781,403   762,322  711,212 
Income taxes 171,953   164,359  149,412 
Segment net income from continuing operations $ 609,450   $ 597,963  $ 561,800 

Reconciliation of segment profit:
Reconciling items:
         Net loss from discontinued operations ( 3,677 ) (2,646) (8,100)
Net income $ 605,773   $ 595,317  $ 553,700 

ITEM 9. CHANGES IN AND DISAGREEMENTS WITH ACCOUNTANTS ON ACCOUNTING AND FINANCIAL DISCLOSURE
There were no disagreements or reportable events requiring disclosure pursuant to Item 304(b) of Regulation S-K.

ITEM 9A. CONTROLS AND PROCEDURES
(a) EVALUATION OF DISCLOSURE CONTROLS AND PROCEDURES – We have established disclosure controls and procedures (Disclosure Controls) to ensure that information required to be disclosed in the Company's reports filed under the Securities Exchange Act of 1934, as amended, is recorded, processed, summarized and reported within the time periods specified in the U.S. Securities and Exchange Commission's rules and forms. Disclosure Controls

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are also designed to ensure that such information is accumulated and communicated to management, including the Chief Executive Officer and Chief Financial Officer, as appropriate, to allow timely decisions regarding required disclosure. Our Disclosure Controls were designed to provide reasonable assurance that the controls and procedures would meet their objectives. Our management, including the Chief Executive Officer and Chief Financial Officer, does not expect that our Disclosure Controls will prevent all error and all fraud. A control system, no matter how well designed and operated, can provide only reasonable assurance of achieving the designed control objectives and management is required to apply its judgment in evaluating the cost-benefit relationship of possible controls and procedures. Because of the inherent limitations in all control systems, no evaluation of controls can provide absolute assurance that all control issues and instances of fraud, if any, within the Company have been detected. These inherent limitations include the realities that judgments in decision-making can be faulty and that breakdowns can occur because of simple error or mistake. Additionally, controls can be circumvented by the individual acts of some persons, by collusions of two or more people or by management override of the control. Because of the inherent limitations in a cost-effective, maturing control system, misstatements due to error or fraud may occur and not be detected.
As of the end of the period covered by this Form 10-K, management, under the supervision and with the participation of our Chief Executive Officer and Chief Financial Officer, evaluated the effectiveness of the design and operations of our Disclosure Controls. Based on this evaluation, our Chief Executive Officer and Chief Financial Officer have concluded our Disclosure Controls were effective as of the end of the period covered by this Annual Report on Form 10-K.
(b) MANAGEMENT'S REPORT ON INTERNAL CONTROL OVER FINANCIAL REPORTING – Management is responsible for establishing and maintaining adequate internal control over financial reporting for the Company, as such term is defined in Exchange Act Rules 13a-15(f). Under the supervision and with the participation of our Chief Executive Officer and Chief Financial Officer, we conducted an evaluation of the effectiveness of our internal control over financial reporting as of June 30, 2025 based on the criteria established in "Internal Control – Integrated Framework" issued by the Committee of Sponsoring Organizations of the Treadway Commission (COSO), using the 2013 framework.
Based on our assessment, our Chief Executive Officer and Chief Financial Officer concluded that, as of June 30, 2025, the Company's internal control over financial reporting was effective based on the criteria set forth by COSO.
The Company's external auditors that audited the consolidated financial statements included in Item 8 , Deloitte & Touche LLP, an independent registered public accounting firm, have issued an audit report on the effectiveness of the Company's internal control over financial reporting. This report appears near the beginning of Item 8 .
(c) CHANGES IN INTERNAL CONTROL OVER FINANCIAL REPORTING – During the quarter ended June 30, 2025, there were no changes that materially affected, or are reasonably likely to materially affect, our internal control over financial reporting.

ITEM 9B. OTHER INFORMATION
During the three months ended June 30, 2025, no director or officer of the Company adopted or terminated a "Rule 10b5-1 trading arrangement" or "non-Rule 10b5-1 trading arrangement," as each term is defined in Item 408(a) of Regulation S-K.

PART III

ITEM 10. DIRECTORS, EXECUTIVE OFFICERS AND CORPORATE GOVERNANCE
Information about our executive officers is included under the caption "Information About Our Executive Officers" in Item 1 of this report on Form 10-K.
The following information appearing in our definitive proxy statement, to be filed no later than 120 days after June 30, 2025, is incorporated herein by reference:
▪ Information appearing under the heading "Proposal 1 – Election of Directors";

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▪ Information appearing under the heading "Delinquent Section 16(a) Reports" (if applicable);
▪ Information appearing under the heading "Board of Directors' Meetings and Committees" regarding identification of the Audit Committee and Audit Committee financial experts;
▪ Information appearing under the heading “Other Executive Compensation Practices and Policies” regarding the Company’s Insider Trading Policy.
We have adopted a Code of Business Ethics and Conduct that applies to our directors, officers and employees, including our Chief Executive Officer, Chief Financial Officer, Chief Accounting Officer and persons performing similar functions. A copy of the Code of Business Ethics and Conduct is available on our website at www.hrblock.com . We intend to provide information on our website regarding amendments to, or waivers under, the Code of Business Ethics and Conduct.

ITEM 11. EXECUTIVE COMPENSATION
The information called for by this item is contained in our definitive proxy statement to be filed pursuant to Regulation 14A not later than 120 days after June 30, 2025, in the sections entitled "Director Compensation," "Director Compensation Table," "Compensation Discussion and Analysis," "Compensation Committee Report," "Compensation Committee Interlocks and Insider Participation," "Risk Assessment in Compensation Programs," and "Executive Compensation," and is incorporated herein by reference.

ITEM 12. SECURITY OWNERSHIP OF CERTAIN BENEFICIAL OWNERS AND MANAGEMENT AND RELATED STOCKHOLDER MATTERS
The information called for by this item is contained in our definitive proxy statement to be filed pursuant to Regulation 14A not later than 120 days after June 30, 2025, in the sections entitled "Equity Compensation Plans" and "Information Regarding Security Holders," and is incorporated herein by reference.

ITEM 13. CERTAIN RELATIONSHIPS AND RELATED TRANSACTIONS, AND DIRECTOR INDEPENDENCE
The information called for by this item is contained in our definitive proxy statement to be filed pursuant to Regulation 14A not later than 120 days after June 30, 2025, in the sections entitled "Employment Agreements, Change in Control and Other Arrangements," "Review of Related Person Transactions," and "Corporate Governance," and is incorporated herein by reference.

ITEM 14. PRINCIPAL ACCOUNTANT FEES AND SERVICES
The information called for by this item relating to our principal accountant, Deloitte & Touche LLP (PCAOB ID No. 34 ) is contained in our definitive proxy statement to be filed pursuant to Regulation 14A not later than 120 days after June 30, 2025, in the section entitled "Audit Fees," and is incorporated herein by reference.

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2025 Form 10-K | H&R Block, Inc.

PART IV

ITEM 15. EXHIBIT INDEX
The following exhibits are numbered in accordance with the Exhibit Table of Item 601 of Regulation S-K:

3.1 Amended and Restated Articles of Incorporation of H&R Block, Inc., as amended through September 12, 2013, filed as Exhibit 3.1 to the Company's current report on Form 8-K filed September 16, 2013, file number 1-06089, is incorporated herein by reference.

3.2 Amended and Restated Bylaws of H&R Block, Inc., as amended through July 14, 2015, filed as Exhibit 3.1 to the Company's current report on Form 8-K filed July 16, 2015, file number 1-06089, is incorporated herein by reference.

4.1 Indenture dated as of October 20, 1997, among H&R Block, Inc., Block Financial Corporation and Bankers Trust Company, as Trustee, filed as Exhibit 4(a) to the Company's quarterly report on Form 10-Q for the quarter ended October 31, 1997, file number 1-06089, is incorporated herein by reference.

4.2 First Supplemental Indenture, dated as of April 18, 2000, among H&R Block, Inc., Block Financial Corporation, Bankers Trust Company and the Bank of New York, filed as Exhibit 4(a) to the Company's current report on Form 8-K filed April 17, 2000, file number 1-06089, is incorporated herein by reference.

4.3 Second Supplemental Indenture, dated September 30, 2015, among H&R Block, Inc., Block Financial LLC (formerly known as Block Financial Corporation), Deutsche Bank Trust Company Americas (formerly known as Bankers Trust Company) and U.S. Bank National Association, as separate trustee, filed as Exhibit 4.1 to the Company's current report on Form 8-K filed September 30, 2015, file number 1-06089, is incorporated herein by reference.

4.4 Third Supplemental Indenture, dated August 7, 2020, among H&R Block, Inc., Block Financial LLC (formerly known as Block Financial Corporation), Deutsche Bank Trust Company Americas (formerly known as Bankers Trust Company) and U.S. Bank National Association, as separate trustee, filed as Exhibit 4.1 to the Company's current report on Form 8–K filed August 7, 2020, file number 1–06089, is incorporated herein by reference.

4.5 Fourth Supplemental Indenture, dated June 25, 2021, among H&R Block, Inc., Block Financial LLC (formerly known as Block Financial Corporation), Deutsche Bank Trust Company Americas (formerly known as Bankers Trust Company) and U.S. Bank National Association, as separate trustee, filed as Exhibit 4.1 to the Company's current report on Form 8-K filed June 25, 2021, file number 1-06089, is incorporated herein by reference.

4.6 Officers’ Certificate, dated September 30, 2015, of Block Financial LLC (including the Form of the 4.125% Note due 2020 and the Form of the 5.250% Note due 2025), filed as Exhibit 4.2 to the Company's current report on Form 8-K filed September 30, 2015, file number 1-06089, is incorporated herein by reference.

4.7 Officers’ Certificate, dated August 7, 2020, of Block Financial LLC (including the Form of the 3.875% Notes due 2030), filed as Exhibit 4.2 to the Company's current report on Form 8–K filed August 7, 2020, file number 1–06089, is incorporated herein by reference.

4.8 Officers’ Certificate, dated June 25, 2021, of Block Financial LLC (including the Form of the 2.500% Notes due 2028), filed as Exhibit 4.2 to the Company's current report on Form 8-K filed June 25, 2021, file number 1-06089, is incorporated herein by reference.

4.9 Form of Certificate of Designation, Preferences and Rights of Participating Preferred Stock of H&R Block, Inc., filed as Exhibit 4(e) to the Company's annual report on Form 10-K for the fiscal year ended April 30, 1995, file number 1-06089, is incorporated herein by reference.

4.10 Form of Certificate of Amendment of Certificate of Designation, Preferences and Rights of Participating Preferred Stock of H&R Block, Inc., filed as Exhibit 4(j) to the Company's annual report on Form 10-K for the fiscal year ended April 30, 1998, file number 1-06089, is incorporated herein by reference.

4.11 Form of Certificate of Designation, Preferences and Rights of Delayed Convertible Preferred Stock of H&R Block, Inc., filed as Exhibit 4(f) to the Company's annual report on Form 10-K for the fiscal year ended April 30, 1995, file number 1-06089, is incorporated herein by reference.

4.12 Description of Securities.

10.1 * 2013 Long-Term Incentive Plan, as amended and restated on March 6, 2013, filed as Exhibit 10.1 to the Company's quarterly report on Form 10-Q for the quarter ended January 31, 2013, file number 1-06089, is incorporated herein by reference.

10.2 * Form of 2013 Long Term Incentive Plan Award Agreement for Deferred Stock Units, as approved on September 12, 2013, filed as Exhibit 10.1 to the Company's quarterly report on Form 10-Q for the quarter ended October 31, 2013, file number 1-06089, is incorporated herein by reference.

10.3 * Form of 2013 Long Term Incentive Plan Award Agreement for Non-Qualified Stock Options, as approved on July 18, 2016, filed as Exhibit 10.4 to the Company’s current report on Form 8-K filed July 22, 2016, file number 1-06089, is incorporated herein by reference.

H&R Block, Inc. | 2025 Form 10-K
65

10.4 * Form of 2013 Long Term Incentive Plan Award Agreement for Non-Qualified Stock Options, as approved on June 19, 2017, filed as Exhibit 10.4 to the Company’s current report on Form 8-K filed June 23, 2017, file number 1-06089, is incorporated herein by reference.

10.5 * The Company's 2003 Long-Term Executive Compensation Plan, as amended September 30, 2010, filed as Exhibit 10.2 to the Company's quarterly report on Form 10-Q for the quarter ended October 31, 2010, file number 1-06089, is incorporated herein by reference.

10.6 * First Amendment to the Company's 2003 Long-Term Executive Compensation Plan, effective May 10, 2012, filed as Exhibit 10.1 to the Company's current report on Form 8-K filed May 11, 2012, file number 1-06089, is incorporated herein by reference.

10.7 * Form of 2003 Long-Term Executive Compensation Plan Grant Agreement for Stock Options as approved on June 20, 2012, filed as Exhibit 10.3 to the Company's current report on Form 8-K filed June 26, 2012, file number 1-06089, is incorporated herein by reference.

10.8 * H&R Block Deferred Compensation Plan for Executives, as amended and restated effective January 1, 2022, filed as Exhibit 10.1 to the Company's quarterly report on Form 10-Q for the quarter ended December 31, 2021, file number 1-06089, is incorporated herein by reference.

10.9 * The Amended and Restated H&R Block Executive Performance Plan, filed as Exhibit 10.8 to the Company's quarterly report on Form 10-Q for the quarter ended July 31, 2019, file number 1-06089, is incorporated herein by reference.

10.10 * The H&R Block, Inc. 2000 Employee Stock Purchase Plan, as amended and restated on March 2, 2020, filed as Exhibit 10.1 to the Company's quarterly report on Form 10-Q for the quarter ended January 31, 2020, file number 1-06089, is incorporated herein by reference.

10.11 * H&R Block Severance Plan, as amended and restated on May 5, 2025

10.12 * H&R Block Inc. Executive Severance Plan, as amended and restated effective May 9, 2022, filed as Exhibit 10.1 to the Company's quarterly report on Form 10-Q for the fiscal quarter ended March 31, 2022, file number 1-06089, is incorporated herein by reference.

10.13 * Form of Indemnification Agreement with Directors and Officers, filed as Exhibit 10.2 to the Company's quarterly report on Form 10-Q for the quarter ended January 31, 2012, file number 1-06089, is incorporated herein by reference.

10.14 * 2008 Deferred Stock Unit Plan for Outside Directors, as amended on September 14, 2011, filed as Exhibit 10.27 to the Company's annual report on Form 10-K for the year ended April 30, 2012, file number 1-06089, is incorporated herein by reference.

10.15 * Employment Agreement dated November 4, 2021, between H&R Block, Inc., HRB Professional Resources LLC, and Jeffrey J. Jones II, filed as Exhibit 10.1 to the Company’s current report on Form 8-K filed November 4, 2021, file number 1-06089, is incorporated herein by reference.

10.16 * H&R Block, Inc. 2018 Long Term Incentive Plan, filed as Exhibit 10.1 to the Company’s current report on Form 8-K filed September 14, 2017, file number 1-06089, is incorporated herein by reference.

10.17 * Form of 2018 Long Term Incentive Plan Award Agreement for Deferred Stock Units, as approved on November 3, 2017, filed as Exhibit 10.1 to the Company’s quarterly report on Form 10-Q for the quarter ended October 31, 2017, file number 1-06089, is incorporated herein by reference.

10.18 * Form of 2018 Long Term Incentive Plan Award Agreement for Non-Qualified Stock Options, filed as Exhibit 10.3 to the Company’s current report on Form 8-K filed September 14, 2017, file number 1-06089, is incorporated herein by reference.

10.19 * Form of 2018 Long Term Incentive Plan Award Agreement for Restricted Share Units, as approved on August 11, 2022, filed as Exhibit 10.1 to the Company's current report on Form 8-K filed August 17, 2022, file number 1-06089, is incorporated herein by reference.

10.20 * Form of 2018 Long Term Incentive Plan Award Agreement for Performance Share Units, as approved on August 11, 2022, filed as Exhibit 10.2 to the Company's current report on Form 8-K filed August 17, 2022, file number 1-06089, is incorporated herein by reference.

10.21 * Form of 2018 Long Term Incentive Plan Award Agreement for Restricted Share Units, as approved on August 13, 2025.

10.22 * Form of 2018 Long Term Incentive Plan Award Agreement for Performance Share Units, as approved on August 13, 2025.

10.25 Fourth Amended and Restated Credit and Guarantee Agreement dated June 11, 2021, by and among Block Financial LLC, H&R Block, Inc., the lenders party thereto from time to time, and JPMorgan Chase Bank, N.A., as administrative agent, filed as Exhibit 10.1 to the Company’s current report on Form 8-K filed June 15, 2021, file number 1-06089, is incorporated herein by reference.

66
2025 Form 10-K | H&R Block, Inc.

10.26 First Amendment to Fourth Amended and Restated Credit and Guarantee Agreement, dated May 25, 2023, by and among Block Financial LLC, H&R Block, Inc., the lenders party thereto from time to time, and JPMorgan Chase Bank, N.A., as administrative agent, including Annex I, which is a conformed copy of the Fourth Amended and Restated Credit and Guarantee Agreement as amended by the First Amendment, filed as Exhibit 10.1 to the Company's current report on Form 8-K filed May 30, 2023, file number 1-06089, is incorporated herein by reference.

10.27 Fifth Amended and Restated Credit and Guarantee Agreement dated July 11, 2025 by and among Block Financial LLC, H&R Block, Inc., the lenders party thereto from time to time, and JPMorgan Chase Bank, N.A., as administrative agent, filed as Exhibit 10.1 to the Company's current report on Form 8-K filed July 15, 2025, file number 1-06089, is incorporated herein by reference.

10.28 Program Management Agreement, dated August 5, 2020, by and between Emerald Financial Services, LLC and Pathward, N.A. filed as Exhibit 10.1 to the Company's quarterly report on Form 10-Q for the quarter ended July 31, 2020, file number 1-06089, is incorporated herein by reference.

10.29 First Amendment to Program Management Agreement, dated December 20, 2021, by and between Emerald Financial Services, LLC and Pathward, N.A. filed as Exhibit 10.1 to the Company’s current report on Form 8-K filed December 23, 2021, file number 1-06089, is incorporated herein by reference.

10.30 Second Amendment to Program Management Agreement, dated October 20, 2023, by and between Emerald Financial Services, LLC and Pathward, N.A. filed as Exhibit 10.1 to the Company's quarterly report on Form 10-Q for the quarter ended September 30, 2023, file number 1-06089, is incorporated herein by reference.

10.31 Third Amendment to Program Management Agreement, dated April 1, 2024, by and between Emerald Financial Services, LLC and Pathward, N.A. filed as Exhibit 10.30 to the Company's annual report on Form 10-K for the fiscal year ended June 30, 2024, file number 1-06089, is incorporated herein by reference.

10.32 Fourth Amendment to Program Management Agreement, dated October 18, 2024, by and between Emerald Financial Services, LLC and Pathward, N.A. filed as Exhibit 10.1 to the Company's current report on Form 8-K filed on October 23, 2024, file number 1-06089, is incorporated herein by reference.

19.1 H&R Block, Inc. Insider Trading Policy

21 Subsidiaries of the Company.

22 List of Guarantor and Issuer Subsidiaries.

23 Consent of Deloitte & Touche LLP, Independent Registered Public Accounting Firm.

31.1 Certification by Chief Executive Officer pursuant to Section 302 of the Sarbanes-Oxley Act of 2002.

31.2 Certification by Chief Financial Officer pursuant to Section 302 of the Sarbanes-Oxley Act of 2002.

32.1 ** Certification by Chief Executive Officer pursuant to 18 U.S.C. 1350, as adopted by Section 906 of the Sarbanes-Oxley Act of 2002.

32.2 ** Certification by Chief Financial Officer pursuant to 18 U.S.C. 1350, as adopted by Section 906 of the Sarbanes-Oxley Act of 2002.

97 H&R Block, Inc. Policy for the Recovery of Erroneously Awarded Compensation

101.INS XBRL Instance Document - the instance document does not appear in the Interactive Data File because its XBRL tags are embedded within the Inline XBRL document

101.SCH XBRL Taxonomy Extension Schema
101.CAL XBRL Extension Calculation Linkbase
101.LAB XBRL Taxonomy Extension Label Linkbase
101.PRE XBRL Taxonomy Extension Presentation Linkbase
101.DEF XBRL Taxonomy Extension Definition Linkbase
104 Cover Page Interactive Data File (formatted as Inline XBRL and contained in Exhibit 101)

*    Indicates management contracts, compensatory plans or arrangements.
** Furnished, not filed.

H&R Block, Inc. | 2025 Form 10-K
67

SIGNATURES
Pursuant to the requirements of Section 13 or 15(d) of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.

H&R BLOCK, INC.

/s/ Jeffrey J. Jones II
Jeffrey J. Jones II
President and Chief Executive Officer
August 15, 2025

Pursuant to the requirements of the Securities Exchange Act of 1934, this report has been signed below by the following persons on behalf of the registrant and in the capacities and on the date indicated on August 15, 2025.

/s/ Jeffrey J. Jones II /s/ Tiffany L. Mason /s/ Kellie J. Logerwell
Jeffrey J. Jones II Tiffany L. Mason Kellie J. Logerwell
President, Chief Executive Officer Chief Financial Officer Chief Accounting Officer
and Director (principal financial officer) (principal accounting officer)
(principal executive officer)

/s/ Richard A. Johnson /s/ Sean H. Cohan /s/ Robert A. Gerard
Richard A. Johnson Sean H. Cohan Robert A. Gerard
Director, Chairman of the Board Director Director

/s/ Anuradha Gupta /s/ Mia F. Mends /s/ Victoria J. Reich
Anuradha Gupta Mia F. Mends Victoria J. Reich
Director Director Director

/s/ Matthew E. Winter
Matthew E. Winter
Director

68
2025 Form 10-K | H&R Block, Inc.

0000001 - Document - Cover
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0000002 - Document - Audit Information
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9952151 - Statement - Consolidated Statements Of Operations And Comprehensive Income (Loss)
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9952155 - Statement - Consolidated Statements Of Cash Flows
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9952156 - Statement - Consolidated Statements Of Stockholders' Equity
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9952158 - Disclosure - Summary Of Significant Accounting Policies
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9952159 - Disclosure - Revenue Recognition
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9952160 - Disclosure - Earnings Per Share
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9952161 - Disclosure - Receivables
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9952162 - Disclosure - Property And Equipment
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9952163 - Disclosure - Goodwill And Intangible Assets
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9952164 - Disclosure - Long-Term Debt
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9952165 - Disclosure - Stock-Based Compensation
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9952166 - Disclosure - Income Taxes
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9952167 - Disclosure - Commitments And Contingencies
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9952168 - Disclosure - Leases
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9952169 - Disclosure - Litigation And Other Related Contingencies
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9952170 - Disclosure - Subsequent Events
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9952171 - Disclosure - Segment Information
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9955511 - Disclosure - Summary Of Significant Accounting Policies (Policy)
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9955512 - Disclosure - Revenue Recognition (Tables)
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9955514 - Disclosure - Receivables (Tables)
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9955515 - Disclosure - Property And Equipment (Tables)
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9955516 - Disclosure - Goodwill And Intangible Assets (Tables)
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9955517 - Disclosure - Long-Term Debt (Tables)
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9955518 - Disclosure - Stock-Based Compensation (Tables)
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9955519 - Disclosure - Income Taxes (Tables)
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9955520 - Disclosure - Leases (Tables)
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9955521 - Disclosure - Segment Information (Tables)
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9955522 - Disclosure - Summary Of Significant Accounting Policies (Details)
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9955523 - Disclosure - Revenue Recognition (Disaggregation of Revenue) (Details)
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9955524 - Disclosure - Revenue Recognition (Changes in Balances of Deferred Revenue and Wages) (Details)
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9955525 - Disclosure - Revenue Recognition (Narrative) (Details)
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9955526 - Disclosure - Revenue Recognition (Additional Information) (Details)
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9955527 - Disclosure - Earnings Per Share (Details)
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9955528 - Disclosure - Receivables (Schedule Of Short-Term Receivables) (Details)
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9955529 - Disclosure - Receivables (Narrative) (Details)
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9955530 - Disclosure - Receivables (Schedule Of Receivables Based On Year Of Origination) (Details)
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9955531 - Disclosure - Receivables (Schedule Of Activity In The Allowance For Doubtful Accounts) (Details)
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9955532 - Disclosure - Property And Equipment (Components Of Property And Equipment) (Details)
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9955533 - Disclosure - Property And Equipment (Narrative) (Details)
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9955534 - Disclosure - Goodwill And Intangible Assets (Schedule Of Goodwill) (Details)
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9955535 - Disclosure - Goodwill And Intangible Assets (Narrative) (Details)
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9955536 - Disclosure - Goodwill And Intangible Assets (Schedule Of Intangible Assets) (Details)
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9955537 - Disclosure - Goodwill And Intangible Assets (Intangible Assets Acquired and Liabilities Assumed) (Details)
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9955538 - Disclosure - Long-Term Debt (Components Of Long-Term Debt) (Details)
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9955539 - Disclosure - Long-Term Debt (Narrative) (Details)
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9955540 - Disclosure - Stock-Based Compensation (Narrative) (Details)
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9955541 - Disclosure - Stock-Based Compensation (Summary Of Nonvested Shares) (Details)
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9955542 - Disclosure - Stock-Based Compensation (Assumptions Used To Value Options) (Details)
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9955543 - Disclosure - Income Taxes (Narrative) (Details)
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9955544 - Disclosure - Income Taxes (Schedule Of Components Of Income From Continuing Operations) (Details)
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9955545 - Disclosure - Income Taxes (Schedule Of Reconciliation Between Income Tax Provision And Statutory Federal Tax Rate) (Details)
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9955546 - Disclosure - Income Taxes (Schedule Of Components Of Income Tax Expense (Benefit) For Continuing Operations) (Details)
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9955547 - Disclosure - Income Taxes (Schedule Of Deferred Tax Assets And Liabilities) (Details)
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9955548 - Disclosure - Income Taxes (Schedule of Valuation Allowance) (Details)
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9955549 - Disclosure - Income Taxes (Schedule Of Reconciliation Of Unrecognized Tax Benefits) (Details)
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9955550 - Disclosure - Commitments And Contingencies (Narrative) (Details)
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9955551 - Disclosure - Leases (Lease Costs) (Details)
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9955552 - Disclosure - Leases (Other Information Related to Operating Leases) (Details)
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9955553 - Disclosure - Leases (Aggregate Operating Lease Maturities) (Details)
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9955553 - Disclosure - Leases (Aggregate Operating Lease Maturities) (Details)
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9955554 - Disclosure - Litigation And Other Related Contingencies (Details)
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9955555 - Disclosure - Subsequent Events (Details)
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9955556 - Disclosure - Segment Information (Continuing Operations By Reportable Operating Segment) (Details)
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Wave payment processing receivables
Wave Payment Processing Receivables [Member]
Wave Payment Processing Receivables [Member]

Cash dividends declared per share (in dollars per share)
Common Stock, Dividends, Per Share, Cash Paid

Accumulated Amortization
Finite-Lived Intangible Assets, Accumulated Amortization

Summary Of Significant Accounting Policies
Significant Accounting Policies [Text Block]

Deferred Tax Assets Internally developed software
Deferred Tax Assets Internally developed software
Deferred Tax Assets Internally developed software

Statistical Measurement [Domain]
Statistical Measurement [Domain]

2031 and thereafter
Lessee, Operating Lease, Liability, to be Paid, after Year Five

Award Timing Predetermined
Award Timing Predetermined [Flag]

Entity File Number
Entity File Number

Additional Paid-in Capital
Additional Paid-in Capital [Member]

Tabular List, Table
Tabular List [Table Text Block]

Leases [Abstract]
Leases [Abstract]

Additions based on tax positions related to prior years
Unrecognized Tax Benefits, Increase Resulting from Prior Period Tax Positions

BASIC EARNINGS PER SHARE:
Earnings Per Share, Basic [Abstract]

Goodwill [Line Items]
Goodwill [Line Items]

Trading Arrangements, by Individual
Trading Arrangements, by Individual [Table]

Consolidated (in usd per share)
Earnings Per Share, Basic
Earnings Per Share, Basic

Adjustment to Compensation:
Adjustment to Compensation [Axis]

Named Executive Officers, Footnote
Named Executive Officers, Footnote [Text Block]

Accounts payable, accrued expenses, salaries, wages and payroll taxes
Increase (Decrease) in Accounts Payable and Accrued Liabilities

Revenue Recognition
Revenue from Contract with Customer [Text Block]

Deferred and stock-based compensation
Deferred Tax Assets, Tax Deferred Expense, Compensation and Benefits, Share-Based Compensation Cost

Uncertain tax positions
Effective Income Tax Rate Reconciliation, Tax Contingency, Percent

Realized tax benefit
Share-Based Payment Arrangement, Exercise of Option, Tax Benefit

2030 Senior Notes
2030 Senior Notes [Member]
2030 Senior Notes [Member]

Other comprehensive income (loss)
Other Comprehensive Income (Loss), Net of Tax
Other comprehensive income (loss)
Other Comprehensive Income (Loss), Net of Tax

Discontinued operations (in usd per share)
Discontinued operations (in usd per share)
Income (Loss) from Discontinued Operations and Disposal of Discontinued Operations, Net of Tax, Per Diluted Share

Deferred:
Deferred Federal, State and Local, Tax Expense (Benefit) [Abstract]

Current income tax expense (benefit)
Current Income Tax Expense (Benefit)

Adjustment to Compensation, Amount
Adjustment to Compensation Amount

Principles Of Consolidation
Consolidation, Policy [Policy Text Block]

Stock-based compensation
Share-Based Payment Arrangement, Noncash Expense

Employee Stock Option
Share-Based Payment Arrangement, Option [Member]

Award Timing MNPI Disclosure
Award Timing MNPI Disclosure [Text Block]

Property, Plant and Equipment [Table]
Property, Plant and Equipment [Table]

Net balance
Financing Receivable, after Allowance for Credit Loss

Cash And Cash Equivalents
Cash and Cash Equivalents, Policy [Policy Text Block]

Accounts and Financing Receivables [Table]
Accounts and Financing Receivables [Table]

Cash dividends declared
Dividends, Common Stock, Cash

Total stockholders' equity
Stockholders' Equity Attributable to Parent
Beginning Balances, Value
Ending Balances, Value
Equity, Attributable to Parent

Insider Trading Policies and Procedures [Line Items]

Stock-based compensation expense
Share-Based Payment Arrangement, Expense

Components Of Property And Equipment
Property, Plant and Equipment [Table Text Block]

Common stock, shares authorized (in shares)
Common Stock, Shares Authorized

Goodwill and Intangible Assets Disclosure [Abstract]
Goodwill and Intangible Assets Disclosure [Abstract]

Movement in Deferred Revenue [Roll Forward]
Movement in Deferred Revenue [Roll Forward]

Total liabilities and stockholders' equity
Liabilities and Equity
Liabilities and Equity

Foreign Currency Transactions and Translations Policy
Foreign Currency Transactions and Translations Policy [Policy Text Block]

Deferred revenue, other current and noncurrent liabilities
Increase (Decrease) in Other Current Liabilities

LIABILITIES AND STOCKHOLDERS' EQUITY
Liabilities and Equity [Abstract]

State
State and Local Jurisdiction [Member]

Cover [Abstract]
Cover [Abstract]

Maximum
Maximum
Maximum [Member]

Accounting Policies [Abstract]
Accounting Policies [Abstract]

Unrecognized Tax Benefits, Interest on Income Taxes Accrued
Unrecognized Tax Benefits, Interest on Income Taxes Accrued

Net
Finite-Lived Intangible Assets, Net

Lessee, Operating Lease, Liability, Maturity
Lessee, Operating Lease, Liability, to be Paid, Maturity [Table Text Block]

Non-PEO NEO Average Total Compensation Amount
Non-PEO NEO Average Total Compensation Amount

Debt Instrument [Line Items]
Debt Instrument [Line Items]

Schedule of Share-based Compensation Arrangements by Share-based Payment Award [Table]
Schedule of Share-Based Compensation Arrangements by Share-Based Payment Award [Table]

Treasury Stock, Common
Treasury Stock, Common [Member]

Net income from continuing operations
Income (Loss) from Continuing Operations, Net of Tax, Including Portion Attributable to Noncontrolling Interest
Net income from continuing operations attributable to shareholders
Income (Loss) from Continuing Operations, Net of Tax, Including Portion Attributable to Noncontrolling Interest

Fair value of shares vesting during period
Share-Based Compensation Arrangement by Share-Based Payment Award, Equity Instruments Other than Options, Vested in Period, Fair Value

Adjustment to Non-PEO NEO Compensation Footnote
Adjustment to Non-PEO NEO Compensation Footnote [Text Block]

Pay vs Performance Disclosure [Line Items]

Operating Lease, Liability
Total operating lease liabilities
Operating Lease, Liability

Forgone Recovery due to Disqualification of Tax Benefits, Amount
Forgone Recovery due to Disqualification of Tax Benefits, Amount

LIABILITIES:
Liabilities [Abstract]

Summary of Valuation Allowance
Summary of Valuation Allowance [Table Text Block]

Non-Rule 10b5-1 Arrangement Terminated
Non-Rule 10b5-1 Arrangement Terminated [Flag]

Long-term debt, maturities, repayments of principal in year eleven
Long-term Debt, Maturities, Repayments of Principal in Year Eleven
Long-term Debt, Maturities, Repayments of Principal in Year Eleven

Income from continuing operations before income taxes
Income (loss) from continuing operations before income taxes (benefit)
Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling Interest

Entity Shell Company
Entity Shell Company

Total gross interest and penalties accrued
Income Tax Examination, Penalties and Interest Accrued

Deferred revenue and other noncurrent liabilities
Other Liabilities, Noncurrent

Schedule of Long-term Debt Instruments [Table]
Schedule of Long-Term Debt Instruments [Table]

Maximum annual debt-to-EBITDA ratio
Debt Instrument, Covenant, Annual Debt To EBITDA Ratio
Debt Instrument, Covenant, Annual Debt To EBITDA Ratio

Revenues from Tax Identity Shield®
Tax Identity Shield [Member]
Tax Identity Shield [Member]
Tax Identity Shield [Member]

Statement of Stockholders' Equity [Abstract]
Statement of Stockholders' Equity [Abstract]

Impairment of goodwill
Impairments
Goodwill, Impairment Loss

Statement of Cash Flows [Abstract]
Statement of Cash Flows [Abstract]

Current portion of long-term debt
Less: Current portion
Long-Term Debt, Current Maturities

Company Selected Measure Amount
Company Selected Measure Amount

2023
Lessee, Operating Lease, Liability, to be Paid, Year Three

Award Timing MNPI Considered
Award Timing MNPI Considered [Flag]

Net NOL DTAs more likely than not to be realized
Deferred Tax Assets, Operating Loss Carryforwards, Amount More Likely Than Not To Be Realized
Deferred Tax Assets, Operating Loss Carryforwards, Amount More Likely Than Not To Be Realized

Comprehensive income
Comprehensive Income (Loss), Net of Tax, Attributable to Parent
Comprehensive Income (Loss), Net of Tax, Attributable to Parent

Name
Measure Name

Schedule Of Components Of Income From Continuing Operations
Schedule of Income before Income Tax, Domestic and Foreign [Table Text Block]

Intangibles - intellectual property
Deferred Tax Assets Other Noncurrent
Deferred Tax Assets Other Noncurrent

Domestic
Income (Loss) from Continuing Operations before Income Taxes, Domestic

Revenue, remaining performance obligation, expected timing of satisfaction, period
Revenue, Remaining Contract Liability, Period for Recognition
Revenue, Remaining Contract Liability, Period for Recognition

Operating lease liabilities
Operating Lease, Liability, Current

Internally-developed software
Software and Software Development Costs [Member]

Document Fiscal Period Focus
Document Fiscal Period Focus

Receivables And Related Allowances
Receivable [Policy Text Block]

Schedule Of Activity In The Allowance For Doubtful Accounts
Schedule of Activity in the Allowance for Doubtful Accounts [Table Text Block]
Schedule of Activity in the Allowance for Doubtful Accounts [Table Text Block]

Award Timing Method
Award Timing Method [Text Block]

Litigation Case [Domain]
Litigation Case [Domain]

Continuing operations (in usd per share)
Basic (in usd per share)
Income (Loss) from Continuing Operations, Per Basic Share

SEC Schedule, 12-09, Valuation and Qualifying Accounts Disclosure [Table]
SEC Schedule, 12-09, Valuation and Qualifying Accounts Disclosure [Table]

Award Type [Axis]
Award Type [Axis]

Adjustments for New Accounting Pronouncements [Axis]
Accounting Standards Update [Axis]

Total long term debt
Long-Term Debt

Legal Entity [Axis]
Legal Entity [Axis]

Total assets
Assets
Assets

Estimated amortization, 2022
Finite-Lived Intangible Asset, Expected Amortization, Year One

Trading Symbol
Trading Symbol

2024
Lessee, Operating Lease, Liability, to be Paid, Year Four

Released (in usd per share)
Share-Based Compensation Arrangement by Share-Based Payment Award, Equity Instruments Other than Options, Vested in Period, Weighted Average Grant Date Fair Value

Cash And Cash Equivalents - Restricted
Cash and Cash Equivalents, Restricted Cash and Cash Equivalents, Policy [Policy Text Block]

Geographical [Domain]
Geographical [Domain]

Operating Loss Carryforwards [Table]
Operating Loss Carryforwards [Table]

Stock-based awards exercised or vested (in shares)
Shares Issued, Shares, Share-Based Payment Arrangement, after Forfeiture

Reacquired franchise rights
Reacquired Franchise Rights [Member]
Reacquired Franchise Rights [Member]

Entity Address, City or Town
Entity Address, City or Town

CASH FLOWS FROM OPERATING ACTIVITIES:
Cash Provided by (Used in) Operating Activity, Including Discontinued Operation [Abstract]

Accounts, Notes, Loans and Financing Receivable by Receivable Type [Axis]
Receivable Type [Axis]

Weighted-Average Life (in years)
Acquired Finite-Lived Intangible Assets, Weighted Average Useful Life

Effects of exchange rate changes on cash
Effect of Exchange Rate on Cash, Cash Equivalent, Restricted Cash, and Restricted Cash Equivalent, Continuing Operation

Total deferred tax assets
Deferred Tax Assets, Net of Valuation Allowance

Non-PEO NEO Average Compensation Actually Paid Amount
Non-PEO NEO Average Compensation Actually Paid Amount

Restricted Share Units and Deferred Stock Units
Restricted Stock Units (RSUs) [Member]

Summary Of Significant Accounting Policies [Table]
Summary Of Significant Accounting Policies [Table]
Summary Of Significant Accounting Policies [Table]

Expenses related to severance benefits
Severance Costs

Federal tax benefits related to state unrecognized tax benefits
Deferred Tax Assets, Accounting Standard Asset Related To Unrecognized Tax Benefits
Deferred Tax Assets, Accounting Standard Asset Related To Unrecognized Tax Benefits

Compensation Actually Paid vs. Other Measure
Compensation Actually Paid vs. Other Measure [Text Block]

Reductions related to settlements with tax authorities
Unrecognized Tax Benefits, Decrease Resulting from Settlements with Taxing Authorities

Estimated amortization, 2025
Finite-Lived Intangible Asset, Expected Amortization, Year Four

Entity Emerging Growth Company
Entity Emerging Growth Company

Long-term debt, maturities, repayments of principal in year three
Long-Term Debt, Maturity, Year Three

Entity Common Stock, Shares Outstanding
Entity Common Stock, Shares Outstanding

Total lease costs
Right-of-Use Asset Obtained in Exchange for Operating Lease Liability

All Other
All Other Receivables [Member]
All Other Receivables [Member]

Change in Fair Value as of Vesting Date of Prior Year Equity Awards Vested in Covered Year
Change in Fair Value as of Vesting Date of Prior Year Equity Awards Vested in Covered Year [Member]

Document Financial Statement Error Correction [Flag]
Document Financial Statement Error Correction [Flag]

Insider Trading Policies and Procedures Not Adopted
Insider Trading Policies and Procedures Not Adopted [Text Block]

Business Combination [Domain]
Business Combination [Domain]

Nonvested Shares And Performance Nonvested
Nonvested Shares And Performance Nonvested [Member]
Nonvested Shares and Performance Nonvested [Member]

Intangible Asset, Acquired, Indefinite-Lived [Line Items]
Intangible Asset, Acquired, Indefinite-Lived [Line Items]

Provision for credit losses
Accounts Receivable, Credit Loss Expense (Reversal)

Discontinued Operations
Discontinued Operations, Policy [Policy Text Block]

Schedule Of Components Of Income Tax Expense (Benefit) For Continuing Operations
Schedule of Components of Income Tax Expense (Benefit) [Table Text Block]

Property And Equipment
Property, Plant and Equipment, Policy [Policy Text Block]

PEO
PEO [Member]

Receivables
Loans, Notes, Trade and Other Receivables Disclosure [Text Block]

Disaggregation of Revenue
Disaggregation of Revenue [Table Text Block]

Lease liabilities
Deferred Tax Asset, Lease Liability
Deferred Tax Asset, Lease Liability

Valuation allowance, decrease in deferred tax asset
Valuation Allowance, Deferred Tax Asset, Increase (Decrease), Amount

Accrued income taxes and reserves for uncertain tax positions
Accrued Income Taxes, Current

Changes in assets and liabilities, net of acquisitions:
Adjustment to Reconcile Net Income to Cash Provided by (Used in) Operating Activity, Increase (Decrease) in Operating Capital [Abstract]

Dividends or Other Earnings Paid on Equity Awards not Otherwise Reflected in Total Compensation for Covered Year
Dividends or Other Earnings Paid on Equity Awards not Otherwise Reflected in Total Compensation for Covered Year [Member]

Peace of Mind® Extended Service Plan
Peace of Mind Revenues [Member]
Peace of Mind Revenues [Member]
Peace of Mind Revenues [Member]

Canadian clients
Geographic Distribution, Foreign [Member]

Retained Earnings (Deficit)
Retained Earnings [Member]

Prepaid expenses and other current assets
Prepaid Expense and Other Assets, Current

Income Tax Jurisdiction [Axis]
Income Tax Jurisdiction [Axis]

Entity Address, Postal Zip Code
Entity Address, Postal Zip Code

Restatement Determination Date
Restatement Determination Date

Receivables for U.S. assisted and DIY tax preparation and related fees
Receivables For Tax Preparation And Related Fees [Member]
Receivables for Tax Preparation and Related Fees

Share-based Payment Arrangement [Abstract]
Share-Based Payment Arrangement [Abstract]

Cash, cash equivalents and restricted cash, beginning of the period
Cash, cash equivalents and restricted cash, end of the period
Cash, Cash Equivalent, Restricted Cash, and Restricted Cash Equivalent, Continuing Operation

Income Statement [Abstract]
Income Statement [Abstract]

Income taxes
Total income taxes for continuing operations
Income Tax Expense (Benefit)

Discontinued operations (in usd per share)
Discontinued operations (in usd per share)
Income (Loss) from Discontinued Operations and Disposal of Discontinued Operations, Net of Tax, Per Basic Share

Management Estimates
Management Estimates [Policy Text Block]
Management estimates [policy text block].

Intangible assets, net
Intangible Assets, Net (Excluding Goodwill)

Pension Adjustments Service Cost
Pension Adjustments Service Cost [Member]

Product and Service [Domain]
Product and Service [Domain]

Continuing operations (in usd per share)
Diluted (in usd per share)
Income (Loss) from Continuing Operations, Per Diluted Share

Restatement does not require Recovery
Restatement Does Not Require Recovery [Text Block]

Wave HQ Inc.
Wave HQ Inc. [Member]
Wave HQ Inc. [Member]

DIY tax preparation
DIY tax preparation
DIY Tax Preparation Fees [Member]
DIY Tax Preparation Fees [Member]

Compensation Actually Paid vs. Company Selected Measure
Compensation Actually Paid vs. Company Selected Measure [Text Block]

SEC Schedule, 12-09, Movement in Valuation Allowances and Reserves [Roll Forward]
SEC Schedule, 12-09, Movement in Valuation Allowances and Reserves [Roll Forward]

Acquisitions(1)
Goodwill, Acquired During Period

City Area Code
City Area Code

Payments made for business acquisitions, net of cash acquired
Payments made for business acquisitions, net of cash acquired
Payments to Acquire Businesses, Net of Cash Acquired

Award Timing, How MNPI Considered
Award Timing, How MNPI Considered [Text Block]

All Trading Arrangements
All Trading Arrangements [Member]

Equity Awards Adjustments, Footnote
Equity Awards Adjustments, Footnote [Text Block]

Total Shareholder Return Vs Peer Group
Total Shareholder Return Vs Peer Group [Text Block]

Deferred tax liabilities:
Deferred Tax Liabilities, Gross [Abstract]

Share-based Compensation Arrangement by Share-based Payment Award, Equity Instruments Other than Options, Nonvested, Number
Share-Based Compensation Arrangement by Share-Based Payment Award, Equity Instruments Other than Options, Nonvested, Number

Commitments and Contingencies Disclosure [Abstract]
Commitments and Contingencies Disclosure [Abstract]

Proceeds from line of credit borrowings
Proceeds from Long-Term Lines of Credit

Changes in Balances of Deferred Revenue and Wages
Contract with Customer, Contract Asset, Contract Liability, and Receivable [Table Text Block]

Deferred tax liabilities
Deferred Tax Liabilities, Net

CASH FLOWS FROM INVESTING ACTIVITIES:
Cash Provided by (Used in) Investing Activity, Including Discontinued Operation [Abstract]

Long-lived assets
Long-Lived Assets

Pay vs Performance Disclosure
Pay vs Performance Disclosure [Table]

Net cash provided by operating activities
Cash Provided by (Used in) Operating Activity, Including Discontinued Operation

SEC Schedule, 12-09, Valuation Allowances and Reserves [Domain]
SEC Schedule, 12-09, Valuation Allowances and Reserves [Domain]

Deferred Type [Axis]
Deferred Type [Axis]
Deferred Type [Axis]

Equity-Based Arrangements, Individual Contracts, Type of Deferred Compensation [Axis]
Type of Deferred Compensation [Axis]
Equity-Based Arrangements, Individual Contracts, Type of Deferred Compensation [Axis]

Estimated useful life
Property, Plant and Equipment, Useful Life

Commitments And Contingencies [Line Items]
Commitments And Contingencies [Line Items]
Commitments And Contingencies [Line Items]

Revenues from External Customers and Long-Lived Assets [Line Items]
Revenues from External Customers and Long-Lived Assets [Line Items]

Schedule of Share-based Payment Award, Stock Options, Valuation Assumptions
Schedule of Share-Based Payment Award, Stock Options, Valuation Assumptions [Table Text Block]

Goodwill
Goodwill, beginning balance
Goodwill, ending balance
Goodwill

Equity Valuation Assumption Difference, Footnote
Equity Valuation Assumption Difference, Footnote [Text Block]

Lease, Cost
Lease, Cost [Table Text Block]

PEO Total Compensation Amount
PEO Total Compensation Amount

Long-term Debt, Type [Axis]
Long-Term Debt, Type [Axis]

Federal
Deferred Federal Income Tax Expense (Benefit)

Loans to franchisees
Loans To Franchisees [Member]
Loans to Franchisees

Statement, Equity Components [Axis]
Equity Components [Axis]

Outside of U.S.
Non-US [Member]

Property, Plant and Equipment [Line Items]
Property, Plant and Equipment [Line Items]

Repurchase of common stock, including shares surrendered
Payments for repurchase of common stock, including shares surrendered
Payments for repurchase of common stock, including shares surrendered

Subrental income
Sublease Income

Unrecognized Tax Benefits [Roll Forward]
Unrecognized Tax Benefits [Roll Forward]

Standby Letters of Credit
Standby Letters of Credit [Member]

Auditor Name
Auditor Name

Non-Rule 10b5-1 Arrangement Adopted
Non-Rule 10b5-1 Arrangement Adopted [Flag]

SUPPLEMENTARY CASH FLOW DATA:
Supplemental Cash Flow Information [Abstract]

Operating loss carryforwards, valuation allowance
Operating Loss Carryforwards, Valuation Allowance

Accumulated impairment losses, beginning balance
Accumulated impairment losses, ending balance
Goodwill, Impaired, Accumulated Impairment Loss

Other Performance Measure, Amount
Other Performance Measure, Amount

Entity Address, State or Province
Entity Address, State or Province

Fair Value Measurement
Fair Value Measurement, Policy [Policy Text Block]

Total current liabilities
Liabilities, Current
Liabilities, Current

Individual:
Individual [Axis]

Defined contribution plan, cost
Defined Contribution Plan, Cost

Income Tax Jurisdiction [Domain]
Income Tax Jurisdiction [Domain]

Operating lease right of use assets obtained in exchange for operating lease liabilities
Right-of-Use Asset Obtained in Exchange for Finance Lease Liability

2021
Current Year Of Origination [Member]
Current Year Of Origination [Member]

Document Annual Report
Document Annual Report

Additional paid-in capital
Additional Paid in Capital, Common Stock

Entity [Domain]
Entity [Domain]

Amortization
Amortization

Net cash used in investing activities
Cash Provided by (Used in) Investing Activity, Including Discontinued Operation

Aggregate Change in Present Value of Accumulated Benefit for All Pension Plans Reported in Summary Compensation Table
Aggregate Change in Present Value of Accumulated Benefit for All Pension Plans Reported in Summary Compensation Table [Member]

Interest paid on borrowings
Interest Paid, Excluding Capitalized Interest, Operating Activity

Goodwill and Intangible Assets [Table]
Goodwill and Intangible Assets [Table]
Goodwill and Intangible Assets [Table]

Document Fiscal Year Focus
Document Fiscal Year Focus

Operating lease right of use asset
Operating Lease, Right-of-Use Asset
Operating Lease, Right-of-Use Asset

Forgone Recovery, Explanation of Impracticability
Forgone Recovery, Explanation of Impracticability [Text Block]

Effective tax rate
Effective tax rate
Effective Income Tax Rate Reconciliation, Percent

Entity Interactive Data Current
Entity Interactive Data Current

Operating lease costs
Operating Lease, Cost

Reductions based on tax positions related to prior years
Unrecognized Tax Benefits, Decrease Resulting from Prior Period Tax Positions

Purchased software
Computer Software, Intangible Asset [Member]

Change in valuation allowance - foreign
Effective Income Tax Rate Reconciliation, Change in valuation allowance, foreign
Effective Income Tax Rate Reconciliation, Change in valuation allowance, foreign

Weighted-average period of recognition (years)
Share-Based Payment Arrangement, Nonvested Award, Cost Not yet Recognized, Period for Recognition

Litigation And Other Related Contingencies
Legal Matters and Contingencies [Text Block]

Valuation allowance
Deferred Tax Assets, Valuation Allowance

Deferred revenue
Deferred Tax Assets, Deferred Income

Nonvested Shares
Nonvested Shares [Member]
Nonvested Shares [Member]

Senior notes
Senior Notes

Non-Accrual
Financing Receivable, Nonaccrual

Employee Benefit Plans
Employee Benefit Plans [Policy Text Block]
Employee benefit plans [policy text block].

Buildings
Building [Member]

Disclosure of Share-based Compensation Arrangements by Share-based Payment Award
Disclosure of Share-Based Compensation Arrangements by Share-Based Payment Award [Table Text Block]

Segment Information
Segment Reporting Disclosure [Text Block]

Goodwill [Table]
Goodwill [Table]

Disaggregation of Revenue [Table]
Disaggregation of Revenue [Table]

Net NOL DTAs
Deferred Tax Assets, Operating Loss Carryforwards

Federal
Current Federal Tax Expense (Benefit)

Property, Plant and Equipment by Type [Axis]
Long-Lived Tangible Asset [Axis]

Emerald Advance®
EAs
Emerald Advance Lines Of Credit [Member]
Emerald Advance Lines of Credit

Increase (Decrease) in Stockholders' Equity [Roll Forward]
Increase (Decrease) in Stockholders' Equity [Roll Forward]

42016000
Finite-Lived Intangible Assets [Line Items]

Compensation Actually Paid vs. Total Shareholder Return
Compensation Actually Paid vs. Total Shareholder Return [Text Block]

Contingent business acquisition obligation
Business Combination, Contingent Consideration, Liability

Leases
Lessee, Leases [Policy Text Block]

Cash and cash equivalents - restricted
Restricted Cash and Cash Equivalent, Current

Selling, general and administrative
Selling, General and Administrative Expense
Selling, General and Administrative Expense

SEC Schedule, 12-09, Valuation Allowances and Reserves, Amount
Balance, beginning of the year
Balance, end of the year
SEC Schedule, 12-09, Valuation Allowances and Reserves, Amount

Deferred income tax assets
Deferred Income Tax Assets, Net

Depreciation and amortization
Depreciation, Depletion and Amortization

Other noncurrent assets
Other Assets, Noncurrent

Entity Central Index Key
Entity Central Index Key

PEO Name
PEO Name

Schedule of Revenues from External Customers and Long-Lived Assets [Table]
Schedule of Revenues from External Customers and Long-Lived Assets [Table]

Prior Year End Fair Value of Equity Awards Granted in Any Prior Year that Fail to Meet Applicable Vesting Conditions During Covered Year
Prior Year End Fair Value of Equity Awards Granted in Any Prior Year that Fail to Meet Applicable Vesting Conditions During Covered Year [Member]

Outstanding Aggregate Erroneous Compensation Amount
Outstanding Aggregate Erroneous Compensation Amount

Revolving Credit Facility
Revolving Credit Facility [Member]

COMPREHENSIVE INCOME:
Comprehensive Income (Loss), Net of Tax, Attributable to Parent [Abstract]

Arrangement Duration
Trading Arrangement Duration

Schedule of Segment Reporting Information, by Segment [Table]
Schedule of Segment Reporting Information, by Segment [Table]

Expected volatility, maximum
Share-Based Compensation Arrangement by Share-Based Payment Award, Fair Value Assumptions, Expected Volatility Rate, Maximum

Current deferred revenue
Contract with Customer, Liability, Current

Computers and other equipment
Computer Equipment [Member]

Segments [Axis]
Segments [Axis]

Prepaid expenses, other current and noncurrent assets
Increase (Decrease) in Prepaid Expense and Other Assets

Long-term debt, maturities, repayments of principal in year six
Long-term Debt, Maturities, Repayments of Principal in Year Six
Long-term Debt, Maturities, Repayments of Principal in Year Six

Exercise Price
Award Exercise Price

Acquisitions(1)
Business Combination, Series of Individually Immaterial Business Combinations [Member]

Entity Filer Category
Entity Filer Category

Local Phone Number
Local Phone Number

Additional 402(v) Disclosure
Additional 402(v) Disclosure [Text Block]

Common stock, no par value (USD per share)
Common Stock, No Par Value

U.S. statutory tax rate
Effective Income Tax Rate Reconciliation, at Federal Statutory Income Tax Rate, Percent

Other, net
Payment for (Proceeds from) Other Investing Activity

Other, net
Adjustment to Reconcile Net Income to Cash Provided by (Used in) Operating Activity, Other Item

Stock-Based Compensation
Share-Based Payment Arrangement [Text Block]

Repurchase and retirement of common shares (in shares)
Stock Repurchased and Retired During Period, Shares

Available increase in borrowing capacity
Line Of Credit Facility, Available Increase In Borrowing Capacity
Line Of Credit Facility, Available Increase In Borrowing Capacity

Schedule Of Short-Term Receivables
Schedule of Short-Term Receivables [Table Text Block]
Schedule of Short-Term Receivables [Table Text Block]

ASSETS
Assets [Abstract]

Long-term debt
Long-Term Debt, Excluding Current Maturities

Credit Facility [Axis]
Credit Facility [Axis]

Underlying Security Market Price Change
Underlying Security Market Price Change, Percent

Estimated amortization, 2024
Finite-Lived Intangible Asset, Expected Amortization, Year Three

Balance
Financing Receivable, before Allowance for Credit Loss

Debt Instrument [Axis]
Debt Instrument [Axis]

Performance-Based Nonvested Share Units
Performance Nonvested Share Units [Member]
Performance Nonvested Share Units [Member]

Forfeited (in usd per share)
Share-Based Compensation Arrangement by Share-Based Payment Award, Equity Instruments Other than Options, Forfeitures, Weighted Average Grant Date Fair Value

Credit Facility [Domain]
Credit Facility [Domain]

Finite-Lived Intangible Assets, Gross
Finite-Lived Intangible Assets, Gross

STOCKHOLDERS' EQUITY:
Equity, Attributable to Parent [Abstract]

Vesting Date Fair Value of Equity Awards Granted and Vested in Covered Year
Vesting Date Fair Value of Equity Awards Granted and Vested in Covered Year [Member]

Reportable Segment
Reportable Segment [Member]
Reportable Segment

Schedule of Acquired Indefinite-Lived Intangible Assets by Major Class [Table]
Schedule of Acquired Indefinite-Lived Intangible Assets by Major Class [Table]

Entity Address, Address Line One
Entity Address, Address Line One

Acquisition of treasury shares(2)
Treasury Stock, Value, Acquired, Cost Method

Accumulated Other Comprehensive Loss
AOCI Attributable to Parent [Member]

Interest rate
Debt Instrument, Interest Rate, Stated Percentage

Allowance for doubtful accounts
Accounts Receivable, Allowance for Credit Loss, Current

Lines of credit, total obligation
Commitments to Extend Credit, Total
Commitments to Extend Credit, Total

Operating lease liabilities
Operating Lease, Liability, Noncurrent

Entity Voluntary Filers
Entity Voluntary Filers

Standard guarantee accrual amount
Standard Guarantee Accrual Amount
Standard guarantee accrual amount

Net operating loss carry-forward
Deferred Tax Assets Operating Loss Carry forwards Noncurrent
Deferred Tax Assets Operating Loss Carry forwards Noncurrent

Franchise loans funded
Payments For Loans Made To Franchisees
Payments For Loans Made To Franchisees

Other
Other
Other revenue [Member]
Other revenue [Member]

Fair Value as of Grant Date
Award Grant Date Fair Value

Property, Plant and Equipment [Abstract]
Property, Plant and Equipment [Abstract]

Entity Registrant Name
Entity Registrant Name

Stock Price or TSR Estimation Method
Stock Price or TSR Estimation Method [Text Block]

Obligation under deferred compensation plans
Deferred Compensation Liability, Classified, Noncurrent

Depreciation and amortization expense of property and equipment
Depreciation, Nonproduction

Share-based Compensation Arrangement by Share-based Payment Award, Equity Instruments Other than Options, Grants in Period
Share-Based Compensation Arrangement by Share-Based Payment Award, Equity Instruments Other than Options, Grants in Period

Accrued additions to property and equipment
Accrued Additions to Property and Equipment
Accrued Additions to Property and Equipment

Total operating expenses
Operating expenses
Costs and Expenses

Share-Based Compensation Arrangement by Share-Based Payment Award, Equity Instruments Other than Options, Forfeited in Period
Share-Based Compensation Arrangement by Share-Based Payment Award, Equity Instruments Other than Options, Forfeited in Period

Unrecognized compensation cost
Share-Based Payment Arrangement, Nonvested Award, Cost Not yet Recognized, Amount

Permanent differences
Effective Income Tax Rate Reconciliation Permanent Differences
Effective Income Tax Rate Reconciliation Permanent Differences

Disposals and foreign currency changes, net
Goodwill Disposals and Other
Goodwill disposals and other

Estimated fair value of long-term debt
Long-Term Debt, Fair Value

Changed Peer Group, Footnote
Changed Peer Group, Footnote [Text Block]

Counterparty Name [Domain]
Counterparty Name [Domain]

2022
Lessee, Operating Lease, Liability, to be Paid, Year Two

Adjustment To PEO Compensation, Footnote
Adjustment To PEO Compensation, Footnote [Text Block]

Components Of Long-Term Debt
Schedule of Debt [Table Text Block]

SEC Schedule, 12-09, Valuation Allowances and Reserves Type [Axis]
SEC Schedule, 12-09, Valuation Allowances and Reserves Type [Axis]

Granted (in usd per share)
Share-Based Compensation Arrangement by Share-Based Payment Award, Equity Instruments Other than Options, Grants in Period, Weighted Average Grant Date Fair Value

Title
Trading Arrangement, Individual Title

Peer Group Total Shareholder Return Amount
Peer Group Total Shareholder Return Amount

Foreign investment recapture
Effective Income Tax Rate Reconciliation, Write Down Of Investment, Foreign, Percent
Effective Income Tax Rate Reconciliation, Write Down Of Investment, Foreign, Percent

Non-accrual and impaired
Non-accrual and Impaired [Member]
Non-accrual and Impaired [Member]

Service revenues
Service [Member]

Schedule Of Intangible Assets
Schedule of Finite-Lived Intangible Assets [Table Text Block]

Repayments of line of credit borrowings
Repayments of Long-Term Lines of Credit

Restatement Determination Date:
Restatement Determination Date [Axis]

Swingline Credit Facility
Swingline Credit Facility [Member]
Swingline Credit Facility [Member]

Stock-based awards exercised or vested
Shares Issued, Value, Share-Based Payment Arrangement, after Forfeiture

Non-PEO NEO
Non-PEO NEO [Member]

Foreign
Deferred Foreign Income Tax Expense (Benefit)

Reporting Unit [Axis]
Reporting Unit [Axis]

Net NOL DTAs subject to expiration
Deferred Tax Assets, Operating Loss Carryforwards, Subject to Expiration

Lease right of use assets
Deferred Tax Liabilities, Leasing Arrangements

Other, net
Proceeds from (Payment for) Other Financing Activity

Interest expense on borrowings
Interest Expense, Debt
Interest Expense, Debt

Land and other non-depreciable assets
Land [Member]

Name
Trading Arrangement, Individual Name

Allowance
Financing Receivable, Allowance for Credit Loss

Award Type [Domain]
Award Type [Domain]

2021
Lessee, Operating Lease, Liability, to be Paid, Year One

Other
Other Receivables [Member]
Other Receivables [Member]

Equity Awards Adjustments
Equity Awards Adjustments [Member]

Leasehold improvements
Leasehold Improvements [Member]

Pension Benefits Adjustments, Footnote
Pension Benefits Adjustments, Footnote [Text Block]

Disaggregation of Revenue [Line Items]
Disaggregation of Revenue [Line Items]

Meta
Meta [Member]
Meta

Compensation Amount
Outstanding Recovery Compensation Amount

Debt Instrument, Name [Domain]
Debt Instrument, Name [Domain]

Dividend yield
Share-Based Compensation Arrangement by Share-Based Payment Award, Fair Value Assumptions, Expected Dividend Rate

Recovery of Erroneously Awarded Compensation Disclosure [Line Items]

Amounts recognized on previous deferrals
Contract with Customer, Liability, Revenue Recognized

Reporting Unit [Domain]
Reporting Unit [Domain]

SEC Schedule, 12-09, Valuation Allowances and Reserves, Additions, Charge to Cost and Expense
Additions charged to costs and expenses
SEC Schedule, 12-09, Valuation Allowances and Reserves, Additions, Charge to Cost and Expense

Discontinued Operation, Tax Effect of Discontinued Operation
Discontinued Operation, Tax Effect of Discontinued Operation

MNPI Disclosure Timed for Compensation Value
MNPI Disclosure Timed for Compensation Value [Flag]

Name
Awards Close in Time to MNPI Disclosures, Individual Name

Earnings taxed in foreign jurisdictions
Effective Income Tax Rate Reconciliation, Foreign Income Tax Rate Differential, Percent

Emerald Card® and SpruceSM
Emerald Card® and SpruceSM
Fees from Emerald Card [Member]
Fees from Emerald Card [Member]

Share-based Compensation Arrangement by Share-based Payment Award, Equity Instruments Other than Options, Nonvested, Weighted Average Grant Date Fair Value
Share-Based Compensation Arrangement by Share-Based Payment Award, Equity Instruments Other than Options, Nonvested, Weighted Average Grant Date Fair Value

Aggregate Erroneous Compensation Not Yet Determined
Aggregate Erroneous Compensation Not Yet Determined [Text Block]

ICFR Auditor Attestation Flag
ICFR Auditor Attestation Flag

REVENUES:
Revenues [Abstract]

Stock-based compensation
APIC, Share-Based Payment Arrangement, Increase for Cost Recognition

Less treasury shares, at cost, of 30,420,033 and 31,324,609
Treasury Stock, Value
Treasury Stock, Value

Long-term debt excluding current portion
Long-Term Debt and Lease Obligation

Accumulated other comprehensive loss
Accumulated Other Comprehensive Income (Loss), Net of Tax

Goodwill before impairment losses, beginning balance
Goodwill before impairment losses, ending balance
Goodwill, Gross

U.S. tax on income from foreign affiliates
Effective Income Tax Rate Reconciliation, Repatriation of Foreign Earnings, Percent

Royalties
Royalties
Royalties [Member]
Royalties [Member]

Fair Value, Off-balance Sheet Risks, Financial Instruments [Domain]
Financial Instruments [Domain]

Litigation Case [Axis]
Litigation Case [Axis]

Total deferred tax liabilities
Deferred Tax Liabilities, Gross

Foreign
Foreign Tax Jurisdiction [Member]

Auditor Firm ID
Auditor Firm ID

Segments [Domain]
Segments [Domain]

Foreign
Income (Loss) from Continuing Operations before Income Taxes, Foreign

Aggregate Pension Adjustments Service Cost
Aggregate Pension Adjustments Service Cost [Member]

Change in valuation allowance - domestic
Effective Income Tax Rate Reconciliation, change in valuation allowance, domestic
Effective Income Tax Rate Reconciliation, change in valuation allowance, domestic

Royalty, product and other revenues
Royalty [Member]

Minimum interest coverage ratio
Debt Instrument, Covenant, Interest Coverage Ratio
Debt Instrument, Covenant, Interest Coverage Ratio

Finite-Lived Intangible Assets by Major Class [Axis]
Finite-Lived Intangible Assets by Major Class [Axis]

Minimum
Minimum
Minimum [Member]

Federal income tax credits
Effective Income Tax Rate Reconciliation, Tax Credit, Other, Percent

Accumulated depreciation and amortization
Accumulated Depreciation, Depletion and Amortization, Property, Plant, and Equipment

Accounts, Notes, Loans and Financing Receivable [Line Items]
Accounts, Notes, Loans and Financing Receivable [Line Items]

Company Selected Measure Name
Company Selected Measure Name

Remaining franchise equity lines of credit-undrawn commitment
Remaining Obligation For Unfunded Letter Of Credit
Remaining obligation for unfunded letter of credit.

Revenue Recognition
Revenue [Policy Text Block]

International
International [Member]
International [Member]

Senior Notes
Senior Notes [Member]

Long-Term Debt
Debt Disclosure [Text Block]

Aggregate Available
Trading Arrangement, Securities Aggregate Available Amount

Cash paid for operating lease costs
Operating Lease, Payments

Stock Appreciation Rights (SARs)
Stock Appreciation Rights (SARs) [Member]

Schedule of Commitments and Contingencies [Table]
Schedule of Commitments and Contingencies [Table]
Schedule of Commitments and Contingencies [Table]

Dividends Payable
Dividends Payable

Purchased technology
Purchased Technology [Member]
Purchased Technology [Member]

All Executive Categories
All Executive Categories [Member]

Schedule Of Deferred Tax Assets And Liabilities
Schedule of Deferred Tax Assets and Liabilities [Table Text Block]

Accrued obligations under indemnifications
Loss Contingency, Accrual, Noncurrent

Common stock, no par, stated value $.01 per share, 800,000,000 shares authorized, shares issued of 164,367,434 and 170,915,771
Common Stock, Value, Issued

Foreign
Current Foreign Tax Expense (Benefit)

Expected volatility, minimum
Share-Based Compensation Arrangement by Share-Based Payment Award, Fair Value Assumptions, Expected Volatility Rate, Minimum

Goodwill [Roll Forward]
Goodwill [Roll Forward]

Commitments And Contingencies
Commitments and Contingencies Disclosure [Text Block]

Amount of unrecorded benefit
Decrease in Unrecognized Tax Benefits is Reasonably Possible

Dilutive weighted average common shares (in shares)
Weighted Average Number of Shares Outstanding, Diluted

COMMITMENTS AND CONTINGENCIES
Commitments and Contingencies

Non-GAAP Measure Description
Non-GAAP Measure Description [Text Block]

Business Combination [Axis]
Business Combination [Axis]

Provision for credit losses
Provision For Bad Debts And Loan Losses
Provision for bad debts and loan losses.

Entity Small Business
Entity Small Business

Income Tax Disclosure [Abstract]
Income Tax Disclosure [Abstract]

Schedule of Nonvested Share Activity
Schedule of Nonvested Share Activity [Table Text Block]

State
Current State and Local Tax Expense (Benefit)

Document Transition Report
Document Transition Report

Underlying Securities
Award Underlying Securities Amount

Net deferred tax assets
Deferred Tax Assets, Net

Equity Component [Domain]
Equity Component [Domain]

Document Period End Date
Document Period End Date

PEO Actually Paid Compensation Amount
PEO Actually Paid Compensation Amount

Income Taxes
Income Tax Disclosure [Text Block]

DILUTED EARNINGS PER SHARE:
Earnings Per Share, Diluted [Abstract]

Accounts Receivable, Allowance for Credit Loss
Accounts Receivable, Allowance for Credit Loss

Additional tax assessment limit per client
Additional Tax Assessment Limit Per Client
Additional tax assessment limit per client

Geographic Distribution [Domain]
Geographic Distribution [Domain]

Awards Close in Time to MNPI Disclosures, Table
Awards Close in Time to MNPI Disclosures [Table Text Block]

Past due term
Threshold Period Past Due of Financing Receivable
Threshold Period Past Due of Financing Receivable

Revenue from Contract with Customer [Abstract]
Revenue from Contract with Customer [Abstract]

Senior Notes, 5.250%, due October 2025
Senior Notes due 2025 [Member]
Senior Notes due 2025 [Member]

Schedule of Unrecognized Tax Benefits Roll Forward
Schedule of Unrecognized Tax Benefits Roll Forward [Table Text Block]

Deferred Compensation Arrangement with Individual, Excluding Share-based Payments and Postretirement Benefits [Line Items]
Deferred Compensation Arrangement with Individual, Excluding Share-Based Payments and Postretirement Benefits [Line Items]

Document Type
Document Type

Earnings Per Share
Earnings Per Share [Text Block]

Name
Outstanding Recovery, Individual Name

Marketing and advertising
Marketing and Advertising Expense

Product and Service [Axis]
Product and Service [Axis]

Variable lease costs
Variable Lease, Cost

Revenues
Revenue from Contract with Customer, Excluding Assessed Tax

Equity-Based Arrangements, Individual Contracts, Type of Deferred Compensation [Domain]
Equity-Based Arrangements, Individual Contracts, Type of Deferred Compensation [Domain]

All Individuals
All Individuals [Member]

Long-term Debt, Type [Domain]
Long-Term Debt, Type [Domain]

Capital expenditures
Payments to Acquire Property, Plant, and Equipment

Name
Forgone Recovery, Individual Name

Maximum contractual term
Share-Based Compensation Arrangement by Share-Based Payment Award, Expiration Period

Total current assets
Assets, Current
Assets, Current

Finite-lived intangible assets acquired
Finite-Lived Intangible Assets Acquired

Statistical Measurement [Axis]
Statistical Measurement [Axis]

Year-over-Year Change in Fair Value of Equity Awards Granted in Prior Years That are Outstanding and Unvested
Year-over-Year Change in Fair Value of Equity Awards Granted in Prior Years That are Outstanding and Unvested [Member]

Senior Notes, 2.500%, due July 2028
Senior Notes due 2028 [Member]
Senior Notes due 2028 [Member]

H&R Block's Instant Refund® receivables
CashBack Receivables [Member]
CashBack Receivables [Member]

Loss contingency accrual
Loss Contingency Accrual

U.S. clients
Geographic Distribution, Domestic [Member]

Aggregate Erroneous Compensation Amount
Aggregate Erroneous Compensation Amount

Treasury Shares
Treasury Shares [Policy Text Block]
Treasury shares [policy text block].

Peer Group Issuers, Footnote
Peer Group Issuers, Footnote [Text Block]

Summary Of Significant Accounting Policies [Line Items]
Summary Of Significant Accounting Policies [Line Items]
Summary Of Significant Accounting Policies [Line Items]

Net income from continuing operations attributable to common shareholders
Net Income (Loss) Available to Common Stockholders, Basic

Erroneous Compensation Analysis
Erroneous Compensation Analysis [Text Block]

Intangible Asset, Finite-Lived [Table]
Intangible Asset, Finite-Lived [Table]

Interest and fee income on Emerald Advance®
Interest and Fee Income on Emerald Advance [Member]
Interest and Fee Income on Emerald Advance [Member]

Geographical [Axis]
Geographical [Axis]

Rule 10b5-1 Arrangement Terminated
Rule 10b5-1 Arrangement Terminated [Flag]

Goodwill and Intangible Assets [Line Items]
Goodwill and Intangible Assets [Line Items]
Goodwill and Intangible Assets Disclosure [Line Items]

Deferred tax assets and income taxes receivable
Deferred Income Tax Assets And Income Taxes Receivable, Net
Deferred Income Tax Assets And Income Taxes Receivable, Net

Tax benefits from discontinued operations
Discontinued Operation, Tax Effect of Operations of Discontinued Operation
Discontinued Operation, Tax Effect of Operations of Discontinued Operation

SEC Schedule, 12-09, Valuation and Qualifying Accounts Disclosure [Line Items]
SEC Schedule, 12-09, Valuation and Qualifying Accounts Disclosure [Line Items]

Consolidated (in usd per share)
Earnings Per Share, Diluted
Earnings Per Share, Diluted

Erroneously Awarded Compensation Recovery
Erroneously Awarded Compensation Recovery [Table]

Receivables, less allowance for credit losses of $55,775 and $61,182
Receivables, net, Short Term
Accounts Receivable, after Allowance for Credit Loss, Current

Title of 12(b) Security
Title of 12(b) Security

Allowance for credit losses
Deferred Tax Assets, Tax Deferred Expense, Reserves and Accruals, Loss Reserves

Impaired non-accrual status term, days
Impaired Non Accrual Status Term
Impaired Non Accrual Status Term

Charge-offs, recoveries and other
Premium Receivable, Allowance for Credit Loss, Writeoff

Treasury stock, shares (in shares)
Treasury stock, beginning balance (in shares)
Treasury stock, ending balance (in shares)
Treasury Stock, Common, Shares

POM Maximum per Tax Return
POM Maximum per Tax Return
POM Maximum per Tax Return

Earnings Per Share [Abstract]
Earnings Per Share [Abstract]

2025
Lessee, Operating Lease, Liability, to be Paid, Year Five

Noncompete agreements
Noncompete Agreements [Member]

Net loss from discontinued operations, net of tax benefits of $1,100, $790 and $2,423
Net loss
Income (Loss) from Discontinued Operations, Net of Tax, Including Portion Attributable to Noncontrolling Interest

Auditor Location
Auditor Location

Refund Transfers
Refund Transfers
Refund Transfer Revenues [Member]
Refund Transfer Revenues [Member]

Deferred Type [Domain]
Deferred Type [Domain]
[Domain] for Deferred Type [Axis]

Repurchase and retirement of common shares
Stock Repurchased and Retired During Period, Value

Expected timing of satisfaction, year
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction, Year

Royalties and other receivables from franchisees
Royalties From Franchisees [Member]
Royalties from Franchisees [Member]

Less imputed interest
Lessee, Operating Lease, Liability, Undiscounted Excess Amount

Acquisition of treasury shares (in shares)
Treasury Stock, Shares, Acquired

Income taxes paid (received), net (includes payments for purchased investment tax credits)
Income Taxes Paid, Net

2020
Prior Year Of Origination and Before [Member]
Prior Year Of Origination and Before [Member]

Estimated amortization, 2023
Finite-Lived Intangible Asset, Expected Amortization, Year Two

Award Timing Disclosures [Line Items]

Operating Loss Carryforwards [Line Items]
Operating Loss Carryforwards [Line Items]

Amounts allocated to participating securities
Undistributed Earnings (Loss) Allocated to Participating Securities, Diluted

Entity Well-known Seasoned Issuer
Entity Well-known Seasoned Issuer

Accrued salaries, wages and payroll taxes
Employee-related Liabilities, Current

Property And Equipment
Property, Plant and Equipment Disclosure [Text Block]

Total future undiscounted operating lease payments
Lessee, Operating Lease, Liability, to be Paid

State
Deferred State and Local Income Tax Expense (Benefit)

Trade name
Trade Names [Member]

Deferred Revenue
Deferred Revenue [Member]
Deferred Revenue [Member]

Maximum quarterly debt-to-EBITDA ratio
Debt Instrument, Covenant, Quarterly Debt To EBITDA Ratio
Debt Instrument, Covenant, Quarterly Debt To EBITDA Ratio

Tax Office Acquisition
Tax Office Acquisition [Member]
Tax Office Acquisition [Member]

NET INCOME
Net income
Net Income (Loss) Attributable to Parent

Expiration Date
Trading Arrangement Expiration Date

Estimated amortization, 2026
Finite-Lived Intangible Asset, Expected Amortization, Year Five

Schedule Of Effective Income Tax Rate Reconciliation
Schedule of Effective Income Tax Rate Reconciliation [Table Text Block]

Vesting period (in years), minimum
Share-Based Compensation Arrangement by Share-Based Payment Award, Award Vesting Period

Accounts Receivable, Allowance for Credit Loss [Roll Forward]
Accounts Receivable, Allowance for Credit Loss [Roll Forward]

Other
Effective Income Tax Rate Reconciliation, Other Adjustments, Percent

2003 Long-Term Executive Compensation Plan
Two Thousand And Three Long Term Executive Compensation Plan [Member]
Two Thousand And Three Long-Term Executive Compensation Plan [Member]

SEC Schedule, 12-09, Valuation Allowances and Reserves, Deduction
Deductions
SEC Schedule, 12-09, Valuation Allowances and Reserves, Deduction

Property and equipment, at cost, less accumulated depreciation and amortization of $828,744 and $838,814
Property and equipment net
Property, Plant and Equipment, Net

Amounts deferred
Contract with Customer, Liability, Amount Deferred
Contract with Customer, Liability, Amount Deferred

Segment Reporting Information [Line Items]
Segment Reporting Information [Line Items]

Adoption Date
Trading Arrangement Adoption Date

Compensation Actually Paid vs. Net Income
Compensation Actually Paid vs. Net Income [Text Block]

Prepaid expenses and other
Deferred Tax Liabilities, Prepaid Expenses

Receivables
Increase (Decrease) in Accounts Receivable

Entity Current Reporting Status
Entity Current Reporting Status

Intangibles
Deferred Tax Liabilities, Goodwill and Intangible Assets

Term of lease
Lessee, Operating Lease, Term of Contract

Receivables [Abstract]
Receivables [Abstract]

Awards Close in Time to MNPI Disclosures
Awards Close in Time to MNPI Disclosures [Table]

Customer relationships
Customer Relationships [Member]

Retained earnings
Retained Earnings (Accumulated Deficit)

Fair Value, Off-balance Sheet Risks by Financial Instrument [Axis]
Financial Instrument [Axis]

Audit Information [Abstract]
Audit Information

Deferred tax assets:
Deferred Tax Assets, Gross [Abstract]

Statement of Financial Position [Abstract]
Statement of Financial Position [Abstract]

Year-end Fair Value of Equity Awards Granted in Covered Year that are Outstanding and Unvested
Year-end Fair Value of Equity Awards Granted in Covered Year that are Outstanding and Unvested [Member]

Executive Category:
Executive Category [Axis]

Type of Adoption [Domain]
Accounting Standards Update [Domain]

State income taxes, net of federal income tax benefit
Effective Income Tax Rate Reconciliation, State and Local Income Taxes, Percent

Current Fiscal Year End Date
Current Fiscal Year End Date

Expected term, years
Share-Based Compensation Arrangement by Share-Based Payment Award, Fair Value Assumptions, Expected Term

Finite-Lived Intangible Assets, Major Class Name [Domain]
Finite-Lived Intangible Assets, Major Class Name [Domain]

Marketing and Advertising Expense
Advertising Expense [Policy Text Block]
Advertising expense [policy text block].

Aggregate Grant Date Fair Value of Equity Award Amounts Reported in Summary Compensation Table
Aggregate Grant Date Fair Value of Equity Award Amounts Reported in Summary Compensation Table [Member]

Other income (expense), net
Other Nonoperating Income (Expense)

Statement [Table]
Statement [Table]

Deferred taxes
Deferred Income Tax Expense (Benefit)

Receivables, net, Long Term
Accounts Receivable, after Allowance for Credit Loss, Noncurrent

Adjustments to reconcile net income to net cash provided by operating activities:
Adjustment to Reconcile Net Income to Cash Provided by (Used in) Operating Activity [Abstract]

Expiration of statute of limitations
Unrecognized Tax Benefits, Reduction Resulting from Lapse of Applicable Statute of Limitations

CASH FLOWS FROM FINANCING ACTIVITIES:
Cash Provided by (Used in) Financing Activity, Including Discontinued Operation [Abstract]

Weighted-average fair value (in dollars per share)
Share-Based Compensation Arrangement by Share-Based Payment Award, Options, Grants in Period, Weighted Average Grant Date Fair Value

Equity Awards Adjustments, Excluding Value Reported in Compensation Table
Equity Awards Adjustments, Excluding Value Reported in the Compensation Table [Member]

Beginning Balances (in shares)
Ending Balances (in shares)
Shares, Issued

Balance, beginning of the year
Balance, end of the year
Deferred revenue
Contract with Customer, Liability

Book overdrafts included in accounts payable
Bank Overdrafts

Balance, beginning of the year
Balance, end of the year
Unrecognized Tax Benefits

Antidilutive securities excluded from computation of earnings per share (in shares)
Antidilutive Securities Excluded from Computation of Earnings Per Share, Amount

All Adjustments to Compensation
All Adjustments to Compensation [Member]

Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction [Table]
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction [Table]

Accounts payable and accrued expenses
Accounts Payable and Accrued Liabilities, Current

Amendment Flag
Amendment Flag

Tax benefit
Share-Based Payment Arrangement, Expense, Tax Benefit

Shares reserved for future awards under stock-based compensation plans (in shares)
Share-Based Compensation Arrangement by Share-Based Payment Award, Number of Shares Authorized

Schedule Of Values and Weighted-average Lives of Assets Acquired
Schedule of Acquired Finite-Lived Intangible Assets by Major Class [Table Text Block]

Leases
Lessee, Operating Leases [Text Block]

Termination Date
Trading Arrangement Termination Date

Net cash used in financing activities
Cash Provided by (Used in) Financing Activity, Including Discontinued Operation

Insider Trading Policies and Procedures Adopted
Insider Trading Policies and Procedures Adopted [Flag]

Measure:
Measure [Axis]

Deferred tax liabilities and reserves for uncertain tax positions
Liability for Uncertainty in Income Taxes, Noncurrent

Deferred Wages
Deferred Wages [Member]
Deferred Wages [Member]

Receivable Type [Domain]
Receivable [Domain]

Weighted-average operating lease discount rate
Operating Lease, Weighted Average Discount Rate, Percent

Revenues
Business Combination, Acquiree's Revenue since Acquisition Date, Actual

Basic weighted average common shares (in shares)
Weighted Average Number of Shares Outstanding, Basic

Property, Plant and Equipment, Type [Domain]
Long-Lived Tangible Asset [Domain]

Costs of revenues
Cost of Product and Service Sold

Unrecognized tax benefits that would impact effective tax rate
Unrecognized Tax Benefits that Would Impact Effective Tax Rate

Deferred taxes
Deferred Income Tax Expense (Benefit) Including Discontinued Operations
Deferred Income Tax Expense (Benefit) Including Discontinued Operations

Computations Of Basic And Diluted Earnings Per Share
Schedule of Earnings Per Share, Basic and Diluted [Table Text Block]

Schedule of Deferred Compensation Arrangement with Individual, Share-based Payments [Table]
Deferred Compensation Arrangement with Individual, Share-Based Payment [Table]

Segment Reporting [Abstract]
Segment Reporting [Abstract]

Subsequent Events [Abstract]
Subsequent Events [Abstract]

Software receivables from retailers
Software Receivable from Retailers [Member]
Software Receivable from Retailers [Member]

Pay vs Performance Disclosure, Table
Pay vs Performance [Table Text Block]

Debt Disclosure [Abstract]
Debt Disclosure [Abstract]

Forgone Recovery due to Violation of Home Country Law, Amount
Forgone Recovery due to Violation of Home Country Law, Amount

Entity Tax Identification Number
Entity Tax Identification Number

OPERATING EXPENSES:
Costs and Expenses [Abstract]

Forgone Recovery due to Expense of Enforcement, Amount
Forgone Recovery due to Expense of Enforcement, Amount

Share-based Compensation Arrangement by Share-based Payment Award [Line Items]
Share-Based Compensation Arrangement by Share-Based Payment Award [Line Items]

Common stock, stated value per share (in usd per share)
Common Stock, Par or Stated Value Per Share

Common stock, shares issued (in shares)
Common Stock, Shares, Issued

Weighted-average remaining operating lease term (years)
Operating Lease, Weighted Average Remaining Lease Term

Geographic Distribution [Axis]
Geographic Distribution [Axis]

Goodwill And Intangible Assets
Goodwill and Intangible Assets Disclosure [Text Block]

Current:
Current Federal, State and Local, Tax Expense (Benefit) [Abstract]

Valuation allowance
SEC Schedule, 12-09, Valuation Allowance, Deferred Tax Asset [Member]

Dividends paid
Payments of Dividends

Entity Public Float
Entity Public Float

Schedule Of Goodwill
Schedule of Goodwill [Table Text Block]

Trading Arrangement:
Trading Arrangement [Axis]

Income tax receivables, accrued income taxes and income tax reserves
Increase (Decrease) in Income Taxes Payable

Total Shareholder Return Amount
Total Shareholder Return Amount

Loss Contingencies [Line Items]
Loss Contingencies [Line Items]

Change in foreign currency translation adjustments
Other Comprehensive Income (Loss), Foreign Currency Transaction and Translation Adjustment, Net of Tax

Insider Trading Arrangements [Line Items]

Security Exchange Name
Security Exchange Name

Operations By Reportable Operating Segment
Reconciliation of Revenue from Segments to Consolidated [Table Text Block]

Treasury Stock, Preferred
Treasury Stock, Preferred [Member]

Payments from franchisees
Proceeds from Collection of Franchise Loans Receivable
Proceeds from Collection of Franchise Loans Receivable

Total liabilities
Liabilities
Liabilities

Maximum borrowing capacity
Line of Credit Facility, Maximum Borrowing Capacity

Pension Adjustments Prior Service Cost
Pension Adjustments Prior Service Cost [Member]

Loss contingency accrual, payments
Loss Contingency Accrual, Payments

Additions based on tax positions related to the current year
Unrecognized Tax Benefits, Increase Resulting from Current Period Tax Positions

Material Terms of Trading Arrangement
Material Terms of Trading Arrangement [Text Block]

Deferred revenue and other current liabilities
Other Liabilities, Current

Net NOL DTAs not subject to expiration
Deferred Tax Assets, Operating Loss Carryforwards, Not Subject to Expiration

Assisted tax preparation
Tax Preparation Fees [Member]
Tax Preparation Fees [Member]

Percentage of performance-based share units that ultimately vest
Share-based Compensation Arrangement by Share-based Payment Award, Percentage of Performance-Based Share Units that Ultimately Vest
Share-based Compensation Arrangement by Share-based Payment Award, Percentage of Performance-Based Share Units that Ultimately Vest

Statement [Line Items]
Statement [Line Items]

Debt issuance costs and discounts
Unamortized Debt Issuance Expense

Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction [Line Items]
Revenue, Remaining Performance Obligation, Expected Timing of Satisfaction [Line Items]

Rule 10b5-1 Arrangement Adopted
Rule 10b5-1 Arrangement Adopted [Flag]

Cash and cash equivalents
Cash and Cash Equivalent

Counterparty Name [Axis]
Counterparty Name [Axis]

Schedule Of Receivables Based On Year Of Origination
Schedule of Receivables Based on Year of Origination [Table Text Block]
Schedule of Receivables Based on Year of Origination [Table Text Block]

Risk-free interest rate, maximum
Share-Based Compensation Arrangement by Share-Based Payment Award, Fair Value Assumptions, Risk Free Interest Rate, Maximum

Common Stock
Common Stock [Member]

Share-Based Compensation Arrangement by Share-Based Payment Award, Equity Instruments Other than Options, Vested in Period
Share-Based Compensation Arrangement by Share-Based Payment Award, Equity Instruments Other than Options, Vested in Period

Goodwill And Intangible Assets
Goodwill and Intangible Assets, Intangible Assets, Policy [Policy Text Block]

Entity Incorporation, State or Country Code
Entity Incorporation, State or Country Code

Non-NEOs
Non-NEOs [Member]

Schedule of Litigation and Related Contingencies [Table]
Schedule of Litigation and Related Contingencies [Table]
Schedule of Litigation and Related Contingencies [Table]

Net increase (decrease) in cash and cash equivalents, including restricted balances
Cash, Cash Equivalent, Restricted Cash, and Restricted Cash Equivalent, Period Increase (Decrease), Including Exchange Rate Effect and Discontinued Operation

Potential dilutive shares (in shares)
Weighted Average Number of Shares Outstanding, Diluted, Adjustment



Document

Exhibit 19.1

H&R Block Insider Trading Policy

1. General

The H&R Block, Inc. Insider Trading Policy (this “ Policy ”) governs the handling of material, nonpublic information regarding H&R Block, Inc. and its subsidiaries (the “ Company ” or “ we ”) or other companies with which we deal, and with the buying, selling, and engaging in other transactions (such as purchasing derivative securities, whether or not issued by the Company) involving or related to stock and other securities of the Company and those other companies. Federal securities laws prohibit trading in securities of a company on the basis of material “inside” information and also prohibit providing material, nonpublic information to other persons who may trade on the basis of that information. Anyone who violates these laws is subject to personal liability, criminal penalties, and disciplinary action by the Company. We take seriously our obligation, and that of our associates, officers, and directors, to prevent insider trading violations and have established this Policy to assist all of us in complying with our obligations. This Policy does not replace your personal responsibility to understand and comply with the legal prohibition on insider trading. Please contact our Securities Compliance Officer (see Section 3.10 below) if you have specific questions regarding this Policy or applicable law.

2.     Applicability

2.1    Persons Subject to the Policy . This Policy applies to all officers and associates of the Company and members of the Company’s Board of Directors. In addition, we expect all consultants and contractors to the Company who receive or have access to “Material Nonpublic Information” (as defined in Section 2.3 below) regarding the Company to learn and support this Policy as well. All these individuals, members of their immediate families and members of their households are referred to in this Policy as “Insiders.” This Policy also applies to any person who receives Material Nonpublic Information from any Insider or any entity controlled by any Insider. Any person who possesses Material Nonpublic Information regarding the Company is an Insider for so long as the Material Nonpublic Information is not publicly known. In addition, the Company will comply with applicable law in trading in Company-Related Securities.

2.2    Securities Subject to the Policy. This Policy applies to all transactions in the Company’s securities, including common stock, options for common stock, debt securities, and other securities the Company may issue from time to time, as well as derivative securities relating to the Company’s stock, whether or not issued by the Company, such as exchange-traded options. This Policy also applies to stock, debt securities, and other securities of companies with whom we deal. Securities to which this Policy applies are referred to in this Policy as “ Company-Related Securities .”

2.3    Material Nonpublic Information.

2.3.1      Material Information . Information is considered “material” if there is a reasonable likelihood that an investor would consider it important in making an investment decision regarding the purchase or sale of securities. Although it is not possible to define all categories of material information, some examples of information that may be regarded as material depending upon the circumstances are:
• Undisclosed financial results
• Projections of future earnings or losses, or other earnings outlook, including changes to, or the decision to suspend or withdraw, previously announced earnings outlook
• Significant undisclosed operating metrics, such as the number or mix of tax returns prepared
• Significant pending or proposed mergers, acquisitions, divestitures, or joint ventures
• A significant Company restructuring or recapitalization
• Impending bankruptcy or financial liquidity problems
• Gain or loss of substantial customers or a significant supplier or partner
• Changes in dividend policy or stock repurchase program implementation
• Significant product or service developments or announcements or other major marketing changes
• Significant changes in the Company's pricing or cost structure
• Stock splits or dividends
• Bank borrowings or other financing transactions out of the ordinary course of business, including pending or proposed equity or debt offerings
• Changes in debt ratings
• Litigation exposure due to actual or threatened litigation or settlements or other resolutions
• The occurrence or suspected occurrence of a significant cybersecurity incident or other significant privacy violations or issues
• Significant developments regarding regulatory issues or government agency investigations, inquiries, proceedings, or reviews
• Information regarding franchise operations, including a significant sale or purchase of franchise operations
• Significant write-downs in assets or increases in reserves
• Changes in senior management
• The imposition of a ban on purchasing or selling, or engaging in any other transactions involving, Company-Related Securities

Both positive and negative information may be material. Historical information as well as information which is forward-looking or subject to change may be material. With respect to a future event, such as a merger, acquisition, or introduction of a new product or service, the point at which negotiations or product or service development are deemed to be material is

determined by balancing the probability that the event will occur against the magnitude of the effect the event would have on a company's operations or stock price should it occur. When in doubt about whether particular information is material, contact the Securities Compliance Officer.

2.3.2     Nonpublic information . Information is “nonpublic” until it has been published in a way that provides broad, non-exclusionary distribution to the public (“ public disclosure ”) and one full trading day has elapsed following the release of the information. Examples of public disclosure include the filing of a current report on Form 8-K with the Securities and Exchange Commission (the “ SEC ”) or the issuance of a widely disseminated press release. 

3.     Statement of Policy

3.1    Trading on Material Nonpublic Information . No Insider may purchase, sell, or execute any other transaction involving Company-Related Securities when the Insider is aware of Material Nonpublic Information concerning the Company until at least one full trading day has elapsed after the public disclosure of the information. One full trading day following public disclosure will have elapsed when, after the public disclosure, trading in the security has opened for trading and then closed.

3.2    Unauthorized Disclosure of Material Nonpublic Information. Insiders may not disclose Material Nonpublic Information regarding the Company or another company with whom we deal to any other person (including family members) if the information may be used by that person to his or her benefit by engaging in transactions involving securities of companies to which the information relates. Additionally, an Insider may not make recommendations or express opinions concerning transactions involving Company-Related Securities, regardless of whether the Insider is aware of Material Nonpublic Information, except for activities that are a regular part of the Insider’s responsibilities and are consistent with applicable laws.

3.3    Prohibited Transactions; Hedging, Margin Accounts, and Pledged Securities. Insiders may not, at any time, trade in any puts, calls, covered calls, or other derivative products involving Company-Related Securities, or engage in any hedging or monetization transactions with respect to Company-Related Securities, including “cashless collars,” forward sale contracts, equity swaps, or any other similar instruments. Insiders may not, at any time, hold Company-Related Securities in a margin account or otherwise pledge Company-Related Securities as collateral for a loan, except that Insiders may engage in broker-assisted exercises or settlements of equity awards granted by the Company that may involve an extension of credit, but only until the sale is settled.

3.4    Confidentiality of Nonpublic Information. No person other than those authorized by executive management of the Company may disclose nonpublic information pertaining to the Company, regardless of whether or not such information is Material Nonpublic Information.

3.5    Blackout Periods.

3.5.1     Financial Results . The following individuals may not purchase or sell, or engage in any other transactions involving, Company-Related Securities or enter into a “ Trading Plan ” (as defined in Section 3.8 below) during the period beginning on the first day following the end of each fiscal quarter and ending after one full trading day has elapsed following the release of financial results for the relevant fiscal quarter: (a) members of the Board of Directors, (b) all Company associates at the vice president level or above, (c) those associates, consultants, and contractors whom the Securities Compliance Officer of the Company has determined are directly involved in the preparation of the Company’s consolidated financial statements (or have access to information from those financial statements while they are being prepared), and (d) such other persons as the Securities Compliance Officer, in consultation with the Chief Legal Officer, may designate from time to time. One full trading day following the release of financial results will have elapsed when, after the release, trading in the security has opened for trading and then closed.

3.5.2      Tax Season Blackout . “ Tax Season Insiders ” means (a) members of the Board of Directors, (b) all U.S. regular (non-seasonal) Company associates, other than such associates that the Securities Compliance Officer determines do not have Material Nonpublic Information pertaining to operations or financial results of the Company’s individual income tax return preparation business (the “ Tax Business ”), and (c) such other persons as the Securities Compliance Officer, in consultation with the Chief Legal Officer, may designate from time to time. Tax Season Insiders may not purchase or sell, or engage in any other transactions involving, Company-Related Securities or enter into a Trading Plan during the period commencing on the date that the Internal Revenue Service opens electronic filing for the relevant tax season and ending after one full trading day has elapsed following the day when the Company announces preliminary results for the Tax Business for the applicable tax season. One full trading day following the announcement of results for the Tax Business will have elapsed when, after the release, trading in the security has opened for trading and then closed.

Tax Season Insiders should plan their transactions involving Company-Related Securities in advance to occur outside of the tax season blackout. The Company will notify Tax Season Insiders of their status as Tax Season Insiders on an annual basis.

3.5.3     Event-Specific Trading Restriction Periods . From time to time, an event may occur that is material to the Company and is known by only a few members of the Board of Directors, officers, or associates. So long as the event remains material and nonpublic, the persons designated by the Securities Compliance Officer may not purchase or sell, or engage in any other transactions involving, Company-Related Securities or enter into a Trading Plan. In addition, the Company’s financial results may be sufficiently material in a particular fiscal quarter that, in the judgment of the Securities Compliance Officer, designated persons should refrain from purchasing or selling, or engaging in any other transactions involving, Company-Related Securities or entering into a Trading Plan outside of the typical blackout periods described above. In that situation, the Securities Compliance Officer may notify these

persons that they should not purchase or sell, or engage in any other transactions involving, Company-Related Securities or enter into a Trading Plan, without disclosing the reason for the restriction. The existence of an event-specific trading restriction period or extension of a blackout period will not be announced to the Company as a whole and should not be communicated to any other person. Even if the Securities Compliance Officer has not designated you as a person who should not purchase or sell, or engage in any other transactions involving, Company-Related Securities or enter into a Trading Plan due to an event-specific restriction, you should not purchase or sell, or engage in any other transactions involving, Company-Related Securities or enter into a Trading Plan while aware of material nonpublic information. Exceptions will not be granted during an event-specific trading restriction period.

3.6    Pre-clearance of Trades. Members of the Board of Directors, executive officers of the Company whom the Board of Directors have designated as “Section 16 Officers” (“Section 16 Officers”), all Company associates at the vice president level or above, and any other person designated by the Chief Executive Officer of the Company, must obtain clearance from the Securities Compliance Officer prior to purchasing or selling, or engaging in any other transactions involving, Company-Related Securities or entering into a Trading Plan. For any member of the Board of Directors, Section 16 Officer, or other member of the Company’s senior leadership team, the Securities Compliance Officer will contact the Chief Executive Officer, the Chief Legal Officer, and the Chief Financial Officer to discuss material developments involving the Company prior to providing clearance. The Securities Compliance Officer will carefully review pre-clearance requests to ensure compliance with applicable laws, regulations, and policies, and persons required to make such requests should plan their transactions involving Company-Related Securities in advance to mitigate against the possibility of a pre-clearance request being denied. Persons required to obtain clearance are also encouraged to clear all transactions involving Company-Related Securities with their own personal legal advisor.

3.7    Section 16 Compliance. Members of the Board of Directors and Section 16 Officers must comply with the federal securities laws pertaining to transactions by Section 16 officers and directors (“Section 16 Insiders”) set forth in Section 16 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), and related regulations. The Company will provide Section 16 Insiders separate materials regarding its Section 16 compliance program, including the Company’s Section 16 Compliance Policy.

3.8    Trading Plans. The prohibitions on the purchase or sale of, or other transactions involving, securities set forth in Sections 3.1 and 3.3 of this Policy, the black-out periods described in Section 3.5 of this Policy, and the pre-clearance requirement of Section 3.6 of this Policy do not apply to any purchase or sale pursuant to a binding contract, instruction, or written plan described in Exchange Act Rule 10b5-1(c)(1) (a “ Trading Plan ”) that has been approved by the Company. Trading Plans are subject to the additional guidelines set forth in the Rule 10b5-1 Trading Plan Addendum attached to this Policy.

3.9    Additional Permitted Transactions. In addition, such prohibitions and requirements do not apply to certain routine, on-going transactions generally beyond the Insider’s immediate control such as:
• the receipt of stock options, restricted stock, restricted share units, performance share units, market stock units, deferred stock units, or any other securities issued or awarded under one of the Company’s stock option or long-term compensation plans (such awards, “ LTI Awards ”);
• the purchase of securities under the Company’s employee stock purchase plan so long as the election to participate in the plan or the election to increase or decrease a contribution in the plan was not made when the Insider was aware of Material Nonpublic Information;
• the vesting of LTI Awards;
• the exercise of a tax withholding right with respect to LTI Awards (except stock options) pursuant to which the underlying award agreement requires the Company to withhold shares of stock to satisfy tax withholding requirements upon the vesting of the award;
• the automatic purchase of shares (but not purchases of shares with voluntary optional payments) through a dividend reinvestment plan;
• payroll contributions to a 401(k) or similar plan (but not (i) intra-plan transfers or other transactions causing funds to transfer in or out of a Company common stock fund or (ii) a change in “investment direction” under the plan to increase or decrease a percentage investment contribution allocated to a Company common stock fund) so long as the election to direct contributions to a Company common stock fund, if applicable, was not made when the Insider was aware of Material Nonpublic Information;
• the acquisition or disposition of shares or share units in deferred compensation plans (but not (i) intra-plan transfers or other transactions causing funds to transfer in or out of a Company stock unit account or (ii) a change in “investment direction” under the plan to increase or decrease a percentage investment contribution allocated to a Company stock unit account) so long as the election to direct deferred compensation to a Company stock unit account was not made when the Insider was aware of Material Nonpublic Information; or
• the acquisition or disposition of Company-Related Securities in a stock split, stock dividend, or other transaction affecting all stockholders equally.

3.10    Administration of Policy. This Policy will be administered by the Securities Compliance Officer. The Securities Compliance Officer is generally the Corporate Secretary of the Company (CorporateSecretary@hrblock.com). Questions concerning this Policy should be directed to the Securities Compliance Officer.

3.11    Individual Responsibility. Each Insider is individually responsible for complying with this Policy and applicable laws and regulations, and this Policy does not replace an Insider’s individual responsibility to understand and comply with the legal prohibition on insider trading.

    All Insiders should use their best judgment in transactions involving Company-Related Securities and should consult with their legal advisors before executing any transactions involving Company-Related Securities.

Rule 10b5-1 Trading Plan Addendum
I. Introduction
Rule 10b5-1 under the Exchange Act provides helpful protection to associates and directors of public companies from insider trading liability under Exchange Act Rule 10b5-1 for transactions executed under a previously established contract, plan, or instruction (referred to in the Policy as “ Trading Plans ”).
These rules and guidelines are to be followed in connection with Trading Plans for Company-Related Securities adopted by Company officers and associates and members of the Board of Directors (the “ Executives ”). Executives are not required to enter into a Trading Plan to purchase or sell Company-Related Securities (unless a trade will occur during a blackout period, as described in Section 3.5 of the Policy), but such Executives will be entitled to an affirmative defense to insider trading allegations if they effect trades under a Trading Plan that satisfies the requirements of Rule 10b5-1.
These rules and guidelines are in addition to, and not in lieu of, the requirements and conditions of Rule 10b5-1. Moreover, the Company's designated broker may impose requirements on Executives in addition to those disclosed below. The Securities Compliance Officer will interpret and administer these rules and guidelines. You should also consult your personal advisor before entering into, modifying, or terminating any Trading Plan. In addition, the Company will comply with applicable law in connection with entering into, modifying, or terminating any Trading Plan.
II. Rules & Guidelines
1. Pre-Approval by the Company . Prior to going into effect, any Trading Plan must be approved by the Securities Compliance Officer. The Trading Plan must be entered into with the Company's designated broker, and the form of the Trading Plan must be substantially in the form approved by the Company. Any modifications to a Trading Plan and any terminations of a Trading Plan must also be pre-approved by the Securities Compliance Officer. Note that any actual transactions effected pursuant to a pre-approved Trading Plan will not be subject to pre-clearance procedures for transactions in Company-Related Securities.
2. Trading Windows . Trading Plans may only be entered into by an Executive during an "open window period" (i.e., when any blackout period described in Section 3.5 of the Policy is not in effect) and during a time in which the Executive is not aware of Material Nonpublic Information. Any Trading Plan modifications, to the extent permissible, must be adopted only during an open window period and at a time in which the Executive is not aware of Material Nonpublic Information. Once adopted in an open window period, the Trading Plan may effectuate transactions outside of an open window period in accordance with its written terms.
3. Cooling-Off Periods . For Executives who are members of the Board of Directors or Section 16 officers, the period of time between the establishment of a Trading Plan, or any modification of a Trading Plan, and the commencement of sales thereafter must be the later of: (i) 90 days after the adoption (or modification) of the Trading Plan; and (ii) two business days following the disclosure of the Company’s financial results in a periodic report on Form 10-K or Form 10-Q for the fiscal quarter in which the Trading Plan was adopted or modified, but in no event will such period exceed 120 days following the establishment or modification of a Trading Plan. For Executives who are not members of the Board of Directors or Section 16 officers, the period

of time between the establishment of a Trading Plan, or any modification of a Trading Plan, and the commencement of sales thereafter must be at least 30 days.
4. Director and Officer Certifications . The Trading Plan must include a certification by such Executive stating that, on the date of the adoption of the Trading Plan, such Executive is: (i) not aware of any material non-public information about the Company or its securities; and (ii) adopting the Trading Plan in good faith and not as a part of a plan or scheme to evade the prohibitions of Rule 10b-5.
5. Good Faith . Executives must act in good faith with respect to the Trading Plan throughout the duration of such plan.
6. Trades Outside of a Trading Plan . While an Executive has a Trading Plan in effect, such Executive may not trade Company-Related Securities outside the scope of the Trading Plan, except for transactions that have been pre-cleared by the Securities Compliance Officer and transactions expressly permissible under Section 3.9 of the Policy.
7. Duration . A Trading Plan should be no shorter than six months in duration and no longer than one year.
8. Prohibition on Multiple Plans . Executives may not have in place more than one Trading Plan (covering Company-Related Securities) at a time.
9. Restrictions on Single-Trade Plans . Executives may not enter into more than one single-trade plan during any consecutive 12-month period.
10. Modifications . Trading Plan modifications should be made sparingly and, if made at all, must be (i) pre-approved by the Securities Compliance Officer, (ii) made at a time when the Executive is not aware of Material Nonpublic Information, and (iii) made during an open window period. Any cancellation of trades under a Trading Plan will be deemed a modification of such Trading Plan. Any trades under the modified Trading Plan will be subject to the cooling-off period specified in Section II.3. of these guidelines.
11. Voluntary Terminations . Voluntary Trading Plan terminations by an Executive should only be done in rare circumstances and only after (i) careful consideration with the Executive's advisors, and (ii) receiving pre-approval from the Securities Compliance Officer. If an Executive voluntarily terminates a Trading Plan, the Executive must wait an appropriate time before adopting a subsequent Trading Plan, which can only be done during an open window period, when the Executive is not aware of Material Nonpublic Information, and following pre-approval by the Securities Compliance Officer.
12. Automatic Termination or Suspension . The Trading Plan may be automatically suspended in certain circumstances, such as (i) if any sale violates, or in the opinion of Company counsel, is likely to violate, applicable law, and (ii) to comply with any lock-up agreement in connection with a securities offering.
13. Suspension at the Request of the Company . The Trading Plan provides that it will be terminated or suspended if the Company determines such action to be in the best interest of the Company.
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14. Other Compliance Matters . Any Trading Plan should provide for compliance with Rule 144, Section 16, Schedule 13D/G and any other rules applicable to the Executive. Any Form 4, Form 5 and Form 144 should disclose that the sale is made pursuant to a Trading Plan.
15. Disclosure . The Company will publicly disclose that an Executive has adopted a Trading Plan, made Trading Plan modifications, or terminated a Trading Plan, and will include disclosure regarding the material terms of any such Trading Plan in its filings with the SEC as required by applicable law.
Questions concerning these guidelines should be directed to the Securities Compliance Officer.

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Document
Exhibit 97

H&R BLOCK, INC.
POLICY FOR THE RECOVERY OF ERRONEOUSLY AWARDED COMPENSATION
1. Purpose . The purpose of this Policy is to describe certain circumstances in which Executive Officers will be required to repay or return Erroneously Awarded Compensation to the Company Group. Each Executive Officer shall sign an acknowledgement or other agreement pursuant to which such Executive Officer will agree to be bound by, and comply with, this Policy.
2. Administration . This Policy shall be administered by the Committee. The Committee is authorized to interpret and construe this Policy and to make all determinations necessary, appropriate, or advisable for the administration of this Policy. Notwithstanding the foregoing, it is intended that this Policy be interpreted in a manner that is consistent with the requirements of Section 10D of the Securities Exchange Act of 1934, as amended, and any applicable rules or standards adopted by the SEC or the NYSE, and, to the extent this Policy is in any manner deemed inconsistent with such rules or standards, this Policy shall be treated as retroactively amended to be compliant with such rules or standards. Any determinations made by the Committee shall be final and binding on all affected individuals and need not be uniform with respect to each individual covered by this Policy. In the administration of this Policy, the Committee is authorized and directed to consult with the full Board or such other committees of the Board, such as the Audit Committee, as may be necessary or appropriate as to matters within the scope of such other committee's responsibility and authority, and is authorized to retain or obtain the advice of any compensation consultant, legal counsel, or other advisor as the Committee deems appropriate in its discretion. Subject to any limitation at applicable law, the Committee may authorize and empower any officer or employee of the Company to take any and all actions necessary or appropriate to carry out the purpose and intent of this Policy (other than with respect to any recovery under this Policy involving such officer or employee).
3. Definitions . For purposes of this Policy, the following capitalized terms shall have the meanings set forth below.
(a) “ Accounting Restatement ” means an accounting restatement due to the material noncompliance of the Company with any financial reporting requirement under the securities laws, including any required accounting restatement to correct an error in previously issued financial restatements that is material to the previously issued financial statements, or that would result in a material misstatement if the error were corrected in the current period or left uncorrected in the current period. For the avoidance of doubt, an out-of-period adjustment, in which an error is immaterial to the previously issued financial statements and the correction of the error is also immaterial to the current period, shall not constitute an Accounting Restatement.
(b) “ Board ” means the Board of Directors of the Company.
(c) “ Clawback Eligible Incentive Compensation ” means, in connection with an Accounting Restatement and with respect to each individual who served as an Executive Officer at any time during the applicable performance period for any Incentive-based Compensation (whether or not such Executive Officer is serving at the time the Erroneously Awarded Compensation is required to be repaid to the Company Group), all Incentive-based Compensation Received by such Executive Officer (i) on or after the Effective Date, (ii) after appointment as an Executive Officer, (iii) while the Company has a class of securities listed on a national securities exchange or a national securities association, and (iv) during the applicable Clawback Period.

(d) “ Clawback Period ” means, with respect to any Accounting Restatement, the three completed fiscal years of the Company immediately preceding the Restatement Date and any transition period (that results from a change in the Company’s fiscal year) of less than nine months within or immediately following those three completed fiscal years. For purposes of this Policy, a transition period between the last day of the Company's previous fiscal year end and the first day of its new fiscal year that comprises a period of nine to twelve months will be deemed a completed fiscal year.
(e) “ Committee ” means the Compensation Committee of the Board.
(f) “ Company ” means H&R Block, Inc., a Missouri corporation.
(g) “ Company Group ” means the Company, together with each of its direct and indirect subsidiaries.
(h) “ Effective Date ” means October 2, 2023.
(i) “ Erroneously Awarded Compensation ” means, with respect to each Executive Officer in connection with an Accounting Restatement, the amount of Clawback Eligible Incentive Compensation that exceeds the amount of Incentive-based Compensation that otherwise would have been Received had it been determined based on the restated amounts, computed without regard to any taxes paid. For the avoidance of doubt, Erroneously Awarded Compensation does not include compensation Received prior to the Effective Date.
(j) “ Executive Officer ” means (i) each individual who is or was designated as an “officer” of the Company in accordance with 17 C.F.R. 240.16a-1(f); and (ii) such additional members of the Company’s senior leadership team as may be designated by the Committee. Executive Officer for purposes of this Policy includes, at a minimum, executive officers identified pursuant to 17 C.F.R. 229.401(b). Subsequent changes in an Executive Officer’s employment status, including retirement or termination of employment, do not affect the Company’s rights to recover Erroneously Awarded Compensation pursuant to this Policy.
(k) “ Financial Reporting Measure ” means any measure that is determined and presented in accordance with the accounting principles used in preparing the Company’s financial statements (GAAP), and any other measure that is derived wholly or in part from such measure, including non-GAAP financial measures. For the avoidance of doubt, a Financial Reporting Measure need not be presented in the Company’s financial statements or included in a filing with the SEC. Stock price and total shareholder return shall, for purposes of this Policy, each be considered a Financial Reporting Measure.
(l) “ Incentive-based Compensation ” means any compensation that is granted, earned, or vested based wholly or in part upon the attainment of a Financial Reporting Measure.
(m) “ NYSE ” means the New York Stock Exchange.
(n) “ Policy ” means this Policy for the Recovery of Erroneously Awarded Compensation, as the same may be amended and/or restated from time to time.
(o) “ Received ” means actual or deemed receipt, and Incentive-based Compensation shall be deemed received in the Company’s fiscal period during which the Financial Reporting Measure specified in the Incentive-based Compensation award is attained, even if payment or grant of the Incentive-based Compensation occurs after the end of that period. For the avoidance of doubt, Incentive-based Compensation that is subject to both a Financial Reporting Measure vesting condition and a service-based

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vesting condition shall be considered Received when the relevant Financial Reporting Measure is achieved, even if the Incentive-based Compensation continues to be subject to the service-based vesting condition.
(p) “ Restatement Date ” means the earlier to occur of (i) the date the Board, a committee of the Board, or the officers of the Company authorized to take such action if Board action is not required, concludes, or reasonably should have concluded, that the Company is required to prepare an Accounting Restatement, or (ii) the date a court, regulator, or other legally authorized body directs the Company to prepare an Accounting Restatement, in each case regardless of if or when the restated financial statements are filed.
(q) “ SEC ” means the U.S. Securities and Exchange Commission.
4. Repayment of Erroneously Awarded Compensation .
(a) In the event of an Accounting Restatement, the Committee shall reasonably promptly determine the amount of any Erroneously Awarded Compensation for each Executive Officer in connection with such Accounting Restatement and shall reasonably promptly thereafter provide each Executive Officer with a written notice containing the amount of Erroneously Awarded Compensation and a demand for repayment or return, as applicable. Recovery under this Policy with respect to an Executive Officer shall not require the finding of any misconduct by such Executive Officer or such Executive Officer being found responsible for the accounting error leading to an Accounting Restatement. For Incentive-based Compensation based on (or derived from) stock price or total shareholder return where the amount of Erroneously Awarded Compensation is not subject to mathematical recalculation directly from the information in the applicable Accounting Restatement, the amount shall be determined by the Committee based on a reasonable estimate of the effect of the Accounting Restatement on the stock price or total shareholder return upon which the Incentive-based Compensation was Received (in which case, the Company shall maintain documentation of such determination of that reasonable estimate and provide such documentation to the NYSE).
(b) The Committee shall have broad discretion to determine the appropriate means of recovery of Erroneously Awarded Compensation based on all applicable facts and circumstances and taking into account the time value of money and the cost to shareholders of delaying recovery, which methods of recovery need not be applied on a consistent basis; provided in any case that any such method provides for reasonably prompt recovery and otherwise complies with any requirements of the NYSE. To the extent that the Committee determines that any method of recovery (other than repayment by the Executive Officer in a lump sum in cash or property) is appropriate, the Company shall offer to enter into a repayment agreement (in a form reasonably acceptable to the Committee) with the Executive Officer. If the Executive Officer fails to sign the repayment agreement within thirty (30) days after such offer is extended, the Executive Officer will be required to repay the Erroneously Awarded Compensation in a lump sum in cash. For the avoidance of doubt, except as set forth in Section 4(d) below, in no event may the Company Group accept an amount that is less than the amount of Erroneously Awarded Compensation in satisfaction of an Executive Officer’s obligations hereunder.
(c) To the extent that an Executive Officer fails to repay all Erroneously Awarded Compensation to the Company Group when due, the Company shall, or shall cause one or more other members of the Company Group to, take all actions reasonable and appropriate as may be determined by the Committee to recover such Erroneously Awarded Compensation from the applicable Executive Officer, which may include, by way of example, the forfeiture of unvested Incentive-based Compensation, the forfeiture of unvested time-based equity or cash incentive compensation awards, the forfeiture of benefits under a nonqualified deferred compensation plan, withholding of dividends, and the offset of all or a

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portion of the amount of the Erroneously Awarded Compensation against other compensation payable to the Executive Officer.
(d) Notwithstanding anything herein to the contrary, the Company shall not be required to take the actions contemplated by this Section 4 if the following conditions are met and the Committee determines that recovery would be impracticable:
(i) The direct expenses paid to a third party to assist in enforcing the Policy against an Executive Officer would exceed the amount to be recovered, after the Company has made a reasonable attempt to recover the applicable Erroneously Awarded Compensation, documented such attempts, and provided such documentation to the NYSE;
(ii) Recovery would violate home country law where that law was adopted prior to November 28, 2022; provided that, before determining that it would be impracticable to recover any amount of Erroneously Awarded Compensation based on violation of home country law, the Company has obtained an opinion of home country counsel, acceptable to the NYSE, that recovery would result in such a violation, and a copy of the opinion has been provided to the NYSE; or
(iii) Recovery would likely cause an otherwise tax-qualified retirement plan, under which benefits are broadly available to employees of the Company Group, to fail to meet the requirements of 26 U.S.C. 401(a)(13) or 26 U.S.C. 411(a)and regulations thereunder.
5. Reporting and Disclosure . The Company shall file all disclosures with respect to this Policy in accordance with the requirements of the federal securities laws, including disclosures required by applicable SEC filings.
6. Indemnification Prohibition . No member of the Company Group shall be permitted to indemnify any Executive Officer or former Executive Officer against (a) the loss of any Erroneously Awarded Compensation that is repaid, returned or recovered pursuant to the terms of this Policy, or (b) any claims relating to the Company Group’s enforcement of its rights under this Policy. Further, the Company is prohibited from paying or reimbursing an Executive Officer for purchasing insurance to cover any such loss. No member of the Company Group shall enter into any agreement that exempts any Incentive-based Compensation from the application of this Policy or that waives the Company Group’s right to recovery of any Erroneously Awarded Compensation and this Policy shall supersede any such agreement (whether entered into before, on or after the Effective Date).
7. Effective Date . This Policy shall be effective as of the Effective Date.
8. Amendment ; Termination . The Committee may unilaterally amend this Policy from time to time in its discretion and shall amend this Policy as it deems necessary, including as and when it determines that it is legally required by any federal securities laws, SEC rule, or the rules of any national securities exchange or national securities association on which the Company’s securities are listed. The Committee may terminate this Policy at any time. Notwithstanding anything in this Section 8 to the contrary, no amendment or termination of this Policy shall be effective if such amendment or termination would (after taking into account any actions taken by the Company contemporaneously with such amendment or termination) cause the Company to violate any federal securities laws, SEC rule, or the rules of any national securities exchange or national securities association on which the Company’s securities are listed.
9. Other Recoupment Rights ; No Additional Payments; Company Claims . The Committee intends that this Policy will be applied to the fullest extent of the law. The Committee may require that any employment agreement, equity award agreement, or any other agreement entered into on or after the Effective Date shall, as a condition to the grant of any benefit thereunder, require an Executive Officer to

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agree to abide by the terms of this Policy and any such agreement may be unilaterally amended by the Company to comply with this Policy. Any right of recoupment under this Policy is in addition to, and not in lieu of, any other remedies or rights of recoupment that may be available to the Company Group under applicable law, regulation or rule or pursuant to the terms of any similar policy or other provision in any employment agreement, equity award agreement, or similar agreement and any other legal remedies available to the Company Group. Nothing contained in this Policy, and no recoupment or recovery as contemplated by this Policy, shall limit any claims, damages or other legal remedies the Company or any of its affiliates may have against an Executive Officer arising out of or resulting from any actions or omissions by the Executive Officer.
10. Successors . This Policy shall be binding and enforceable against all Executive Officers and their beneficiaries, heirs, executors, administrators or other legal representatives.
11. Severability . The provisions of this Policy are intended to be applied to the fullest extent of the law. To the extent that any provision of this Policy is found to be unenforceable or invalid under any applicable law, such provision shall be applied to the maximum extent permitted, and shall automatically be deemed amended in a manner consistent with its objectives to the extent necessary to conform to any limitations required under applicable law.
12. Governing Law; Interpretation . The Committee is authorized to interpret and construe this Policy and to make all determinations necessary, appropriate, or advisable for the administration of this Policy. Except to the extent preempted by federal law, the laws of the State of Missouri, as amended from time to time, shall govern the construction and application of this Policy. All references to statutory sections shall include the section so identified, as amended from time to time, or any other statute of similar import and all applicable rule and regulations promulgated thereunder.

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Document

Subsidiaries of the Registrant Exhibit 21

Entity Name Domestic Jurisdiction
Aculink Mortgage Solutions, LLC Florida
AcuLink of Alabama, LLC Alabama
Ada Services Corporation Massachusetts
Adora Technologies Holding Aon Unlimited Company Ireland
BCB Technology Unlimited Company Ireland
Block Financial LLC Delaware
Blue Acre SCS Luxembourg
Blue Fountains International, ULC Alberta
Blue Fountains LLC Bermuda
Companion Insurance, Ltd. Missouri
Companion Mortgage Corporation Delaware
Emerald Financial Services, LLC Delaware
Franchise Partner, Inc. Nevada
H & R Block (India) Private Limited India
H&R Block Canada Financial Services, Inc. Federally Chartered
H&R Block Canada, Inc. Federally Chartered
H&R Block Eastern Enterprises, Inc. Missouri
H&R Block Enterprises LLC Missouri
H&R Block Group, Inc. Delaware
H&R Block Insurance Agency, Inc. Delaware
H&R Block Limited New South Wales
H&R Block Management, LLC Delaware
H&R Block Personalized Services, LLC Missouri
H&R Block Tax Institute, LLC Missouri
H&R Block Tax Services LLC Missouri
HRB Canada Holdings, ULC Alberta
HRB Deployment & Support LLC Missouri
HRB Digital LLC Delaware
HRB Expertise LLC Missouri
HRB Financial Support Services, LLC Missouri
HRB Green Resources LLC Delaware
HRB GTC Ireland Unlimited Company Ireland
HRB Innovations, Inc. Delaware
HRB International LLC Missouri
HRB International Management LLC Missouri
HRB International Technology LLC Delaware
HRB Mortgage Holdings, LLC Delaware
HRB Participant I LLC Delaware
HRB Professional Resources LLC Delaware
HRB Resources LLC Delaware
HRB Supply LLC Delaware
HRB Tax Group, Inc. Missouri
HRB Technology LLC Missouri
New Castle HoldCo LLC Delaware
OOMC Residual Corporation New York
Sand Canyon Acceptance Corporation Delaware
Sand Canyon Corporation California
Sand Canyon Securities Corp. Delaware
Sand Canyon Securities II Corp. Delaware
Entity Name Domestic Jurisdiction

Sand Canyon Securities III Corp. Delaware
Sand Canyon Securities IV LLC Delaware
Tribena Limited Cyprus
Wave Credit Inc. Delaware
Wave Financial Inc. Ontario
Wave Financial USA Inc. Delaware
Wave Money Inc. Ontario
Wave+ Inc. Ontario
Woodbridge Mortgage Acceptance Corporation Delaware

Document

LIST OF GUARANTOR AND ISSUER SUBSIDIARIES     Exhibit 22

As of June 30, 2025, H&R Block, Inc. was the guarantor and Block Financial LLC was the issuer of the following:

▪ Senior Notes, 5.250%, due October 2025
▪ Senior Notes, 2.500%, due July 2028
▪ Senior Notes, 3.875%, due August 2030
▪ Fourth Amended and Restated Credit and Guarantee Agreement, as amended (CLOC)

Exact Name of Issuer Subsidiary                      Jurisdiction of Formation
Block Financial LLC                          Delaware

Document

                                             Exhibit 23
CONSENT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM
We consent to the incorporation by reference in Registration Statement Nos. 333-281584, 333-281584-01 on Form S-3 and Registration Statement Nos. 333-42736, 333-70402, 333-106710, 333-160957, 333-183913, 333-183915, and 333-220555 on Form S-8 of our reports dated August 15, 2025, relating to the financial statements of H&R Block, Inc. and the effectiveness of H&R Block, Inc.’s internal control over financial reporting, appearing in this Annual Report on Form 10-K for the year ended June 30, 2025.

/s/Deloitte & Touche LLP
Kansas City, Missouri
August 15, 2025

Document
Exhibit 31.1

CERTIFICATION PURSUANT TO
SECTION 302 OF THE SARBANES-OXLEY ACT OF 2002
I, Jeffrey J. Jones II, Chief Executive Officer, certify that:
1. I have reviewed this annual report on Form 10-K of H&R Block, Inc.;
2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements were made, not misleading with respect to the period covered by this report;
3. Based on my knowledge, the financial statements, and other financial information included in this report, fairly present in all material respects the financial condition, results of operations and cash flows of the registrant as of, and for, the periods presented in this report;
4. The registrant’s other certifying officer and I are responsible for establishing and maintaining disclosure controls and procedures (as defined in Exchange Act Rules 13a-15(e) and 15d-15(e)) and internal control over financial reporting (as defined in Exchange Act Rules 13a-15(f) and 15d-15(f)) for the registrant and have:
(a) Designed such disclosure controls and procedures, or caused such disclosure controls and procedures to be designed under our supervision, to ensure that material information relating to the registrant, including its consolidated subsidiaries, is made known to us by others within those entities, particularly during the period in which this report is being prepared;
(b) Designed such internal control over financial reporting, or caused such internal control over financial reporting to be designed under our supervision, to provide reasonable assurance regarding the reliability of financial reporting and the preparation of financial statements for external purposes in accordance with generally accepted accounting principles;
(c) Evaluated the effectiveness of the registrant’s disclosure controls and procedures and presented in this report our conclusions about the effectiveness of the disclosure controls and procedures, as of the end of the period covered by this report based on such evaluation; and
(d) Disclosed in this report any change in the registrant’s internal control over financial reporting that occurred during the registrant’s most recent fiscal quarter (the registrant’s fourth fiscal quarter in the case of an annual report) that has materially affected, or is reasonably likely to materially affect, the registrant’s internal control over financial reporting; and
5. The registrant’s other certifying officer and I have disclosed, based on our most recent evaluation of internal control over financial reporting, to the registrant’s auditors and the audit committee of the registrant’s board of directors (or persons performing the equivalent functions):
(a) All significant deficiencies and material weaknesses in the design or operation of internal control over financial reporting which are reasonably likely to adversely affect the registrant’s ability to record, process, summarize and report financial information; and
(b) Any fraud, whether or not material, that involves management or other employees who have a significant role in the registrant’s internal control over financial reporting.

Date: August 15, 2025 /s/ Jeffrey J. Jones II
Jeffrey J. Jones II
Chief Executive Officer
H&R Block, Inc.

Document
Exhibit 31.2

CERTIFICATION PURSUANT TO
SECTION 302 OF THE SARBANES-OXLEY ACT OF 2002
I, Tiffany L. Mason, Chief Financial Officer, certify that:
1. I have reviewed this annual report on Form 10-K of H&R Block, Inc.;
2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements were made, not misleading with respect to the period covered by this report;
3. Based on my knowledge, the financial statements, and other financial information included in this report, fairly present in all material respects the financial condition, results of operations and cash flows of the registrant as of, and for, the periods presented in this report;
4. The registrant’s other certifying officer and I are responsible for establishing and maintaining disclosure controls and procedures (as defined in Exchange Act Rules 13a-15(e) and 15d-15(e)) and internal control over financial reporting (as defined in Exchange Act Rules 13a-15(f) and 15d-15(f)) for the registrant and have:
(a) Designed such disclosure controls and procedures, or caused such disclosure controls and procedures to be designed under our supervision, to ensure that material information relating to the registrant, including its consolidated subsidiaries, is made known to us by others within those entities, particularly during the period in which this report is being prepared;
(b) Designed such internal control over financial reporting, or caused such internal control over financial reporting to be designed under our supervision, to provide reasonable assurance regarding the reliability of financial reporting and the preparation of financial statements for external purposes in accordance with generally accepted accounting principles;
(c) Evaluated the effectiveness of the registrant’s disclosure controls and procedures and presented in this report our conclusions about the effectiveness of the disclosure controls and procedures, as of the end of the period covered by this report based on such evaluation; and
(d) Disclosed in this report any change in the registrant’s internal control over financial reporting that occurred during the registrant’s most recent fiscal quarter (the registrant’s fourth fiscal quarter in the case of an annual report) that has materially affected, or is reasonably likely to materially affect, the registrant’s internal control over financial reporting; and
5. The registrant’s other certifying officer and I have disclosed, based on our most recent evaluation of internal control over financial reporting, to the registrant’s auditors and the audit committee of the registrant’s board of directors (or persons performing the equivalent functions):
(a) All significant deficiencies and material weaknesses in the design or operation of internal control over financial reporting which are reasonably likely to adversely affect the registrant’s ability to record, process, summarize and report financial information; and
(b) Any fraud, whether or not material, that involves management or other employees who have a significant role in the registrant’s internal control over financial reporting.

Date: August 15, 2025 /s/ Tiffany L. Mason
Tiffany L. Mason
Chief Financial Officer
H&R Block, Inc.

Document
Exhibit 32.1

CERTIFICATION PURSUANT TO
18 U.S.C. SECTION 1350,
AS ADOPTED PURSUANT TO
SECTION 906 OF THE SARBANES-OXLEY ACT OF 2002
In connection with the annual report of H&R Block, Inc. (the “Company”) on Form 10-K for the fiscal year ended June 30, 2025 as filed with the Securities and Exchange Commission on the date hereof (the “Report”), I, Jeffrey J. Jones II, Chief Executive Officer of the Company, certify pursuant to 18 U.S.C. § 1350, as adopted pursuant to § 906 of the Sarbanes-Oxley Act of 2002, that:
(1) The Report fully complies with the requirements of Section 13(a) or 15(d) of the Securities Exchange Act of 1934; and
(2) The information contained in the Report fairly presents, in all material respects, the financial condition and results of operations of the Company.

/s/ Jeffrey J. Jones II
Jeffrey J. Jones II
Chief Executive Officer
H&R Block, Inc.
August 15, 2025

Document
Exhibit 32.2

CERTIFICATION PURSUANT TO
18 U.S.C. SECTION 1350,
AS ADOPTED PURSUANT TO
SECTION 906 OF THE SARBANES-OXLEY ACT OF 2002
In connection with the annual report of H&R Block, Inc. (the “Company”) on Form 10-K for the fiscal year ended June 30, 2025 as filed with the Securities and Exchange Commission on the date hereof (the “Report”), I, Tiffany L. Mason, Chief Financial Officer of the Company, certify pursuant to 18 U.S.C. § 1350, as adopted pursuant to § 906 of the Sarbanes-Oxley Act of 2002, that:
(1) The Report fully complies with the requirements of Section 13(a) or 15(d) of the Securities Exchange Act of 1934; and
(2) The information contained in the Report fairly presents, in all material respects, the financial condition and results of operations of the Company.

/s/ Tiffany L. Mason
Tiffany L. Mason
Chief Financial Officer
H&R Block, Inc.
August 15, 2025

Document
Exhibit 4.12

DESCRIPTION OF CAPITAL STOCK

The following is a brief description of the common stock, without par value, of H&R Block, Inc., a Missouri corporation (the “Company,” “we,” “us,” or “our”), which is the only security of the Company registered pursuant to Section 12 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”). The brief description is based upon our amended and restated articles of incorporation, amended and restated bylaws, and provisions of applicable law. The following description does not purport to be complete and is subject to, and qualified in its entirety by, the full text of our amended and restated articles of incorporation (our “articles”) and amended and restated bylaws (our “bylaws”), which we have filed as exhibits to our most recent Annual Report on Form 10-K and are incorporated by reference herein.

GENERAL

The Company’s authorized capital stock consists of 800,000,000 shares of common stock, without par value, and 6,000,000 shares of preferred stock, without par value, 1,200,000 shares of which have been designated as Participating Preferred Stock, and 500,000 shares of which have been designated as Delayed Convertible Preferred Stock.

COMMON STOCK

Voting Rights

The holders of our common stock are entitled to one vote per share on any matter to be voted upon by shareholders. The holders of common stock are not entitled to cumulative voting rights with respect to the election of directors, which means that the holders of a majority of the shares voted can elect all of the directors then standing for election.

Dividends

The holders of our common stock are entitled to such dividends as our Board of Directors may declare from time to time from legally available funds, subject to limitations under Missouri law and the preferential rights of the holders of any outstanding shares of preferred stock.

Liquidation

Upon any voluntary or involuntary liquidation, dissolution or winding up of our affairs, the holders of our common stock are entitled to share, on a pro rata basis, in all assets remaining after payment to creditors and subject to prior distribution rights granted to the holders of any outstanding shares of preferred stock.

No Preemptive or Similar Rights

Our common stock is not entitled to preemptive rights, conversion or other rights to subscribe for additional securities and there are no redemption or sinking fund provisions applicable to our common stock.

Fully Paid and Non-assessable

All of the outstanding shares of common stock are fully paid and non-assessable.

1

PREFERRED STOCK

Our Board of Directors is authorized, without any further action by our shareholders, but subject to the limitations imposed by The General and Business Corporation Law of Missouri (the “MGBCL”), to issue up to 6,000,000 shares of preferred stock in one or more classes or series. Our Board of Directors may fix the rights, preferences and privileges of the preferred stock, along with any limitations or restrictions, including voting rights, dividend rights, conversion rights, redemption privileges, and liquidation preferences of each class or series of preferred stock. The preferred stock could have voting or conversion rights that could adversely affect the voting power or other rights of holders of our common stock. Also, the issuance of preferred stock could decrease the amount of earnings and assets available for distribution to holders of our common stock.

CERTAIN EFFECTS OF AUTHORIZED BUT UNISSUED STOCK

We may issue additional shares of common stock or preferred stock without shareholder approval, subject to applicable rules of the New York Stock Exchange and Missouri law, for a variety of corporate purposes, including future public or private offerings to raise capital, corporate acquisitions, and employee benefit plans and equity grants. The existence of unissued and unreserved common stock and preferred stock may enable us to issue shares to persons who are friendly to current management, which could discourage an attempt to obtain control of the Company by means of a proxy contest, tender offer, merger, or otherwise.

ANTI-TAKEOVER EFFECTS OF PROVISIONS OF OUR ARTICLES AND BYLAWS

The following is a brief description of the provisions in our articles and bylaws that could have an effect of delaying, deferring, or preventing a change in control of the Company.

Size of Board

Our articles and bylaws provide that the number of directors shall not be less than seven nor more than twelve, the exact number of which to be fixed by a resolution adopted by the affirmative vote of a majority of our whole Board of Directors.

Director Vacancies

Our articles and bylaws provide that any vacancies on our Board of Directors and newly created directorships will be filled by the affirmative vote of a majority of the remaining directors, although less than a quorum, or by a sole remaining director.

Advance Notice for Shareholder Proposals and Nominations

Our bylaws contain provisions requiring advance notice be delivered to the Company of any business to be brought by a shareholder before an annual meeting and providing for procedures to be followed by shareholders in nominating persons for election to our Board of Directors, including shareholder nominees to be included in our proxy statement. A shareholder must give notice no later than the 90 th day nor earlier than the 120 th days before the one-year anniversary of the date on which we held our annual meeting of shareholders the previous year. The notice must contain the information required by our bylaws, and the shareholder(s) and nominee(s) must comply with the information and other requirements required by our bylaws.

2

No Cumulative Voting

Our bylaws do not provide for cumulative voting for our directors. The absence of cumulative voting may make it more difficult for shareholders owning less than a majority of our common stock to elect any directors to our Board.

Limitations on Liability of Directors; Indemnification of Directors and Officers

Missouri law authorizes corporations to limit the personal liability of directors to corporations and shareholders for monetary damages for breaches of directors’ fiduciary duties. Our articles and bylaws limit, to the fullest extent permitted by Missouri law, the liability of our directors to us or our shareholders for monetary damages for any breach of fiduciary duty as a director; provided that the foregoing does not eliminate or limit the liability of a director who has not met the applicable standard of conduct set forth in Sections 351.355.1 or 351.355.2 of the MGBCL.