Everyone hates doing taxes. I never thought anything of it. I used to use that TurboTax software every year & it was super-easy. In fact, last year, in 25 mins, I did my federal & state taxes, AND shaped-up my eyebrows. Yep, easy as pie. mmmm . . . pie.
Anyway, this year, I tried to do ’em w/ H & R Block’s TaxCut. Yuk. I needed to be able to save it as a pdf file. Well, here is my email conversation w/ their tech-support. The following are true & complete excerpts. I did not edit any of this (except take out real names, & I put in asterisks there). I have added in comments in red though.
*Note: Update on this at the very bottom.
Solution to this problem is posted HERE.
My initial request for help:
—–Original Message—–
From: me at my email
Sent: Mar 1, 2006 8:59:53 AM
Subject: Send A Question from TaxCut Self-Help
I NEED to be able to save my return as a pdf file. How do I do this. [I really did NEED to do this, & fast. I was hoping for some super-smart techie-god to help me out. Unfortunately, none of my 2 super-smart-goddess-like sisters work there. Also, I do have a prob w/ not putting in ques marks where they’re supposed to go. I think it’s cause I’m shift-lazy.]
If I goto ‘Save As…’, then click ‘Browse’, switch to ‘all files’, then add the extention pdf, it doesn’t change the type of file to pdf. It simply save another version thinking that .pdf is part of the name of that file. It gets saved as name.pdf.T05, w/ .T05 as the file extention name. [This is what I did in TurboTax. It was super-easy to save it as a pdf file.]
It can only be opened w/ this TaxCut software then. I need a pdf file that I can email & not have anyone tamper w/ the data.
Please help. [See how polite I am. Always such a gracious lady, am I.]
TaxCut Technical Software Support wrote:
Thank you for contacting H&R Block TaxCut Software Support.
Dear so & so*,
I understand that you have difficulty in saving your return as a pdf file.
View the return in the Adobe Reader and click Save As. You should be able to save the return as a pdf file.
I hope this answered your concern.
If you have further questions or concerns, please reply to this e-mail. H&R Block values you as a TaxCut customer and we look forward to serving as your tax and financial partner in the future.
Sincerely,
H&R Block TaxCut Software Support Team
If you have further questions or concerns, please reply to this e-mail. H&R Block values you as a TaxCut customer and we look forward to serving as your tax and financial partner in the future.
Sincerely,
H&R Block TaxCut Software Support Team [yes they, ever the professionals, put in a closing twice.]
I wrote back to them:
Sent: Mar 2, 2006 9:51:17 AM
Subject: RE: Send A Question from TaxCut Self-Help (#8479-41507836-7110)
Hello,
Thank you for your prompt response. [See, still very polite. Yes, I was raised to be a lady.] I cannot view the return in Adobe Reader. When I try to open the file, I get an error message that says:
Adobe Reader could not open “name*.T05” because it is either not a supported file type or because the file has been damaged (for example, it was sent as an email attachment and wasn’t correctly decoded).
I think it just can’t read it because it is in a TaxCut file type that it doesn’t recognize. I had to wait til I got home from work to try it out. And then I even downloaded the most updated version of adobe reader to be sure that it wasn’t the reason.
So, how can I open/view the return in Adobe Reader?
–my name*.
TaxCut Technical Software Support wrote:
Thank you for contacting H&R Block TaxCut Software Support.
Hello to me*, welcome to H&R Block E-mail Support.
I understand that you were unable to open or view the return in Adobe Reader. Let me help you with your concern.
Please save your file first and then convert it into a PDF format. Professional Review forms are saved in the Portable Document Format (PDF) file format. To read and print these PDF files, you will need to use Adobeรยฏรยฟรยฝ Acrobatรยฏรยฟรยฝ Reader? software.
Many computers come with this software already installed. If you do not have Adobeรยฏรยฟรยฝ Acrobatรยฏรยฟรยฝ Reader on your computer, you can download it for free at: http://www.adobe.com/products/acrobat/readstep2.html. [duh, did they just not read the part where I said that I had the program on my computer already, then just downloaded the most recent version? Or, do they not understand English? Was I just not saying it right? I feel like all I’ve been doing is repeating myself.]
I wrote back:
Sent: Mar 2, 2006 8:42:15 PM
Subject: RE: Send A Question from TaxCut Self-Help (#8479-41507836-7110)
Hello,
That is the main problem. I can’t convert it (save it) as a PDF file format. How do I do this. [See, my whole “using periods when I mean to use a ques mark” comes out again. I really have to be more aware of that.] When in the TaxCut program, if I go to ‘File’, ‘Save as. . .’, there are no choices for what file format I can save or convert it to. The file is currently saved as a “T05” file format.
–me*.
(I am the daughter of my dad*, who is the person who needs this done).
TaxCut Technical Software Support wrote:
Thank you for contacting H&R Block TaxCut Software Support.
Dear me*,
I understand that you wanted information that you were unable to save your return into a Portable Document File (PDF).
I suggest you check if you are now using Adobeรยฏรยฟรยฝ Acrobatรยฏรยฟรยฝ Reader? software. You have to have this software for you to read and print these PDF files, because right now many computers come with this software already installed. [I ALREADY told them I had it.]
We apologize for all the inconvenience it has caused you in doing your taxes. It has been a pleasure assisting you. [Really? A “pleasure”?] Have a nice day.
If you have further questions or concerns, please reply to this e-mail. H&R Block values you as a TaxCut customer and we look forward to serving as your tax and financial partner in the future.
Sincerely,
H&R Block TaxCut Software Support Team
Then, I wrote:
Sent: Mar 2, 2006 8:21:29 AM
Subject: RE: Send A Question from TaxCut Self-Help (#8479-41507836-7110)
Yes, I already have Adobe Acrobat Reader (& I just upgraded so now I have the most recent version of it). [again, repeating what I’ve already said. Do they read at all?] I just want to be able to save my return as a pdf file so that it can be viewed in the Reader. I also like to save each year’s return as a pdf file on a backup disk for my security.
How do I save the return as a pdf file? Or, how do I convert a saved return into a pdf file? Adobe Reader does not recognize the file format that TaxCut uses (T05).
In previous years, I used TurboTax. W/ that program, I could simply go to “File” & “Save As. . .”, then switch the type of file from their type to “.pdf”. But this is simply not an option w/ TaxCut.
I just want to save my already completed & saved return as a pdf file. How do I do that. (again, I already have Adobe Acrobat Reader on my computer). [I threw that last part in, thinking that they could not once again suggest to me to make sure I had it.]
–me*.
TaxCut Technical Software Support wrote:
Thank you for contacting H&R Block Email Support.
Please try to export the data to a pdf file format. Export option is under the file menu option. [No, it’s not, this is a blatant lie. There is no “export” option.]
If you need further assistance, please contact us at 1-888-482-9288 and select the following options in this order: 2,3,0.
Thank you for contacting H&R Block, and we look forward to serving you in the future!
And all this has led to this final email that I just sent them. I wanted to add “Aaaauuuggghh!!!”, but that’s just not too professional:
Hello,
It’s been almost a week, & you’ve replied me with a suggestion that doesn’t exist. There is no “export” option under the file menu. Have you even ever used or tried your own software? It doesn’t exist. You can import (from last year’s return or financial info from Quicken), but there is no exporting to a pdf file format.
When 48 hours had gone by w/ no response from you, I figured that you were going to be no help to me. I see I was right. So, at the end of last week, I chatted online w/ a tech support person from TaxCut. He was very intelligent, & tried to help me in a USEFUL manner (he also didn’t make up suggestions that do not exist). He eventually (after exhausting all his resources trying to help me) told me that there is no way to save/export it to a pdf file format. TaxCut is only designed to either print the return itself or e-file the return. He did tell me that the only way I could save it to a pdf file format is to get & download a pdf convertor, which I did. I don’t know if you care.
I don’t really like that the tech support “specialists” (using that term VERY lightly) don’t really have any idea how to use their own software. I tried to find an email address to let someone else at TaxCut.com know this, but unfortunately, your website has no direct contact email addresses. Please feel free to forward this email to anyone else at your company who you feel would be interested.
No thanks,
I signed this w/ my full name.*
So, you see, I was really polite & nice in the beginning. But there’s only so much I can take. If any of y’all know someone in charge at H&R Block or TaxCut, I’d really like to get their email.
Update: ok, yesterday afternoon (3/11), I got the following email from them:
We are truly sorry for the negative experience you have had with our software support. In the future, we will strive to do a better job in assisting our customers.
And now, I do feel better. All I wanted was for someone to say “oops, my bad. So sorry about that”. And they just wouldn’t say it. I don’t care if the whole program sucks, just don’t beat around the bush about it & waste my time, & get my hopes up that it’ll work. Ya know what I’m sayin?
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