H&R Block Web Document Checklist Overlay

WHAT IT DOES

H&R Block Web Document Checklist Overlay reads your tax document checklist and completion status from your H&R Block account and displays a floating document checklist overlay showing required documents and upload status. The badge shows your progress as uploaded/total documents, a progress bar, and a status indicator—All Set (green) when complete, Partial Upload (yellow), or Documents Missing (red). A detail line shows missing document names and the number of uploaded documents. The extension tracks document checklist status per tax year, storing each status change with a timestamp. When documents are missing, a desktop notification is triggered. The panel displays your current progress, upload status, and missing document count.

WHERE IT RUNS

This extension works on all H&R Block pages at hrblock.com and its subdomains, specifically on account pages where document checklists and upload status are displayed. It runs on the main account page, the document upload page, the tax preparation dashboard, and any page displaying document requirements. The extension operates entirely within your browser and does not access H&R Block's servers directly—it reads only what is visible on the page you are viewing. It works alongside the free BotGentz extension, which provides the necessary scripting environment.

HOW TO USE

Install the extension, then navigate to hrblock.com and log in to your account. The extension automatically creates a floating document checklist overlay on the page. Click the extension's icon in your browser toolbar to open the settings panel. Use the "Show Overlay" / "Hide Overlay" button to toggle the badge visibility. The badge shows your document upload progress, status, and missing documents. Use the "Refresh" button to manually update the badge with the latest document status. The "Show completed documents" toggle controls whether completed documents appear in the details. The "Missing document notifications" toggle controls desktop notifications when documents are missing. Adjust the overlay transparency using the opacity dropdown (70%, 82%, 92%, or 100%). Drag the badge by clicking and holding anywhere inside it. Resize it by dragging the bottom-right corner. Close the badge with the × button.

DOCUMENT CHECKLIST EXTRACTION WITH STATUS DETECTION AND PER-YEAR TRACKING

Unlike simple progress counters, this extension uses a multi-selector extraction engine to find document items and their upload status from H&R Block's varying page structures. It searches for document items using multiple selector patterns (.document-item, .doc-item, .checklist-item) and falls back to text parsing. Upload status is detected using status elements, checkmark indicators, and keyword matching (uploaded, complete, done). Each document's status is tracked individually, and the overall progress is calculated as the ratio of uploaded documents to total documents. Per-tax-year document status history is stored as a key-value object where keys are tax year strings and values are arrays of status records with timestamps, limited to 20 entries per year. Missing document notifications trigger when documents are missing, with a once-per-day cooldown.

THE PANEL

The panel supports drag-to-move anywhere on the page. It remembers its position per site, so it stays where you placed it on hrblock.com. Click the panel header to collapse it down to just the minimized bubble, or click the expand handle to show the full panel. The panel can be resized by dragging the bottom-right corner. Press the Escape key to close the expanded panel and return to the minimized state. All panel settings, including position, size, collapsed state, opacity, completed documents visibility, notification preference, and per-year document history, are saved per site and persist across browsing sessions.

PLEASE NOTE

This extension requires the free BotGentz extension to be installed and active, as it provides the underlying DOM injection and script execution environment. H&R Block's website changes periodically, and document element structures, class names, and page layouts may be updated. When that happens, the extension may stop detecting document data until an update is released. The extension stores your overlay position, size, opacity, visibility, completed documents preference, notification preference, and per-year document history locally in your browser's storage using GM_setValue. Document history is stored as a key-value object where keys are tax year strings and values are arrays of status records. The document status displayed is read from the page—the extension does not access H&R Block's internal document data. Always verify with H&R Block directly for the most accurate document requirements and status. No data is ever sent to any server, and no personal information is collected. You can clear all stored settings at any time by clearing your browser data for hrblock.com.