How to Remove Deluxe From Your Cart on H&R Block

H&R Block offers various tax filing options, including the Deluxe package with additional features. Some users may add it by mistake or decide they don’t need the extra services. Removing it ensures you’re only paying for what you need.

Locating Deluxe in Your Shopping Cart

During the tax preparation process, selected packages and add-ons appear in the shopping cart before checkout. The Deluxe package, if included, will be listed with its features and price. Reviewing this summary ensures your selections align with your needs.

The cart details charges such as federal and state filing fees, optional add-ons, and discounts. Deluxe may be listed separately or bundled with other services, so reviewing each line item clarifies what you’re paying for. Clicking on the item’s details provides insight into why it was added.

In some cases, Deluxe is automatically applied based on your tax situation. If deductions or credits require extra forms, the system may suggest an upgrade. Checking the cart helps confirm whether you need these features or if a different package suits you better.

Steps to Remove Deluxe from the Cart

To remove Deluxe, go to the checkout or payment summary page, where all selected services are displayed. Look for options like “Edit,” “Remove,” or “Change Plan.” Clicking one of these allows you to downgrade or switch to a free filing option if available.

In the modification menu, select the most suitable alternative. Some users may find that switching to a lower-tier package removes Deluxe automatically, while others might need to manually deselect features. If prompted, confirm the change and review updated pricing.

If Deluxe was added due to specific tax inputs, such as itemized deductions, adjustments may be necessary before removal is possible. Revisiting sections where deductions or credits were entered can help determine if an upgraded package is still required. Switching from guided assistance to a self-directed approach may also affect package eligibility.

Adjusting Fees After Removal

After removing Deluxe, the total cost updates to reflect the new selection. Review pricing carefully, as different packages have varying fee structures. If you initially had a discount tied to Deluxe, removing it might affect those savings. Some promotions apply only to certain tiers, so switching plans could alter discounts.

State filing fees may also change. While federal filing costs are often included, state returns sometimes carry additional charges. If Deluxe bundled state filing, switching packages might mean paying separately for state returns. Checking the updated charges ensures no unexpected costs before proceeding with payment.

Your payment method may be affected. If you planned to deduct filing fees from your refund, this option may only be available for certain packages. Some lower-cost plans require direct payment via credit card or bank transfer. Verify whether your preferred payment method remains available after adjusting your selection.

Confirming Cart Updates and Final Payment

Before completing your tax filing, confirm all changes have been applied. The final payment summary should reflect the removal of Deluxe, with updated pricing and service modifications. Reviewing each line item ensures there are no unintended charges.

If you relied on Deluxe for features like expert review or audit support, check whether your new selection includes similar options. Some lower-tier packages may not offer the same level of assistance. Ensure any required consent forms or agreements tied to your updated service level are completed to avoid delays in submission.