SEC EDGAR · 10-Q

10-Q – 2026-02-05 – R12.htm

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  • LOANS TO FRANCHISEES – Franchisee loan balances consist of term loans made primarily to finance the purchase of franchises and revolving lines of credit primarily for the purpose of funding working capital needs. Loans with a principal balance more than 90 days past due or on non-accrual status were $3.0 million and $3.1 million as of December 31, 2025 and June 30, 2025, respectively. | H&R BLOCK'S INSTANT REFUND ® – H&R Block's Instant Refund® amounts are generally received from the Canada Revenue Agency within 60 days of filing the client's return, with the remaining balance collectible from the client. | We review the credit quality of our Instant Refund receivables based on pools, which are segregated by the tax return year of origination, with older years being deemed more unlikely to be repaid. We establish an allowance for credit losses at an amount that we believe reflects the receivable at net realizable value. In December of each year, we charge-off the receivables and the related allowance to an amount we believe represents the net realizable value.

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RECEIVABLES

6 Months Ended

Dec. 31, 2025

Accounts, Notes, Loans and Financing Receivable, Unclassified [Abstract]
 

RECEIVABLES
NOTE 4: RECEIVABLES
Receivables, net of their related allowance, consist of the following:

(in 000s)
As of December 31, 2025 June 30, 2025
Short-term Long-term Short-term Long-term
Loans to franchisees $ 19,476   $ 14,773   $ 7,386  $ 16,402 
Receivables for U.S. assisted and DIY tax preparation and related fees 11,157   6,696   15,896  6,361 
H&R Block's Instant Refund® receivables
442   1,097   2,243  939 
Emerald Advance® 287,316   24,081   13,899  22,816 
Software receivables from retailers 2,409   —   2,582  — 
Royalties and other receivables from franchisees 6,658   —   4,414  — 
Wave payment processing receivables 7,513   —   1,533  — 
Other 17,509   633   15,668  498 
Total $ 352,480   $ 47,280   $ 63,621  $ 47,016 

Balances presented above as short-term are included in receivables, while the long-term portions are included in other noncurrent assets in the consolidated balance sheets.
LOANS TO FRANCHISEES – Franchisee loan balances consist of term loans made primarily to finance the purchase of franchises and revolving lines of credit primarily for the purpose of funding working capital needs. Loans with a principal balance more than 90 days past due or on non-accrual status were $3.0 million and $3.1 million as of December 31, 2025 and June 30, 2025, respectively.
H&R BLOCK'S INSTANT REFUND ® – H&R Block's Instant Refund® amounts are generally received from the Canada Revenue Agency within 60 days of filing the client's return, with the remaining balance collectible from the client.
We review the credit quality of our Instant Refund receivables based on pools, which are segregated by the tax return year of origination, with older years being deemed more unlikely to be repaid. We establish an allowance for credit losses at an amount that we believe reflects the receivable at net realizable value. In December of each year, we charge-off the receivables and the related allowance to an amount we believe represents the net realizable value.
Balances and amounts on non-accrual status, classified as impaired, or more than 60 days past due, by tax return year of origination, as of December 31, 2025 are as foll ows:

(in 000s)

Tax return year of origination Balance More Than 60 Days Past Due
2024 $ 978   $ 918  
2023 and prior 561   561  

1,539   $ 1,479  
Allowance —  
Net balance $ 1,539  

EMERALD ADVANCE ® – We review the credit quality of our purchased participation interests in Emerald Advance® (EA) receivables based on pools, which are segregated by the fiscal year of origination, with older years being deemed more unlikely to be repaid. We establish an allowance for credit losses at an amount that we believe reflects the receivable at net realizable value. Typically, in December of each year, we charge-off the receivables and the related allowance for EAs to an amount we believe represents the net realizable value.
Balances and amounts on non-accrual status, classified as impaired, or more than 60 days past due, by fiscal year of origination, as of December 31, 2025 are as follows:

(in 000s)
Fiscal year of origination Balance Non-Accrual
2026 $ 294,761   $ —  
2025 and prior 36,529   36,529  

331,290   $ 36,529  
Allowance (19,893)
Net balance $ 311,397  

ALLOWANCE FOR CREDIT LOSSES – Activity in the allowance for credit losses for EA and all other short-term and long-term receivables for the six months ended December 31, 2025 and 2024 is as follows:

(in 000s)
EAs All Other Total
Balances as of July 1, 2025 $ 19,663   $ 45,156   $ 64,819  
Provision for credit losses 19,893   1,251   21,144  
Charge-offs, recoveries and other (19,663) (44,627) (64,290)
Balances as of December 31, 2025 $ 19,893   $ 1,780   $ 21,673  
Balances as of July 1, 2024 $ 33,536  $ 45,327  $ 78,863 
Provision for credit losses 19,109  1,618  20,727 
Charge-offs, recoveries and other (33,536) (45,552) (79,088)
Balances as of December 31, 2024 $ 19,109  $ 1,393  $ 20,502 

For the six months ended December 31, 2025, there were $19.7 million of gross charge-offs related to EAs which were originated in fiscal year 2025.

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- References No definition available.

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- Definition The entire disclosure for claims held for amounts due to entity, excluding financing receivables. Examples include, but are not limited to, trade accounts receivables, notes receivables, loans receivables. Includes disclosure for allowance for credit losses.

+ References Reference 1: http://www.xbrl.org/2009/role/commonPracticeRef
-Topic 310
-SubTopic 10
-Name Accounting Standards Codification
-Publisher FASB
-URI https://asc.fasb.org/310-10/tableOfContent

Reference 2: http://www.xbrl.org/2003/role/disclosureRef
-Topic 835
-SubTopic 30
-Name Accounting Standards Codification
-Section 45
-Paragraph 2
-Publisher FASB
-URI https://asc.fasb.org/1943274/2147482925/835-30-45-2

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