SwitchingA tool inside a tax return

How to switch from DeductionPro to DeductiBee

There is no DeductionPro account to log into and no export button to find, because DeductionPro is a step inside a tax return rather than a product of its own. What you can get is a printed return, and in the desktop software that printout can include the item-level worksheets. That is the raw material for a retype.

DeductionPro today
Not a standalone app, website or account. H&R Block's current support article describes DeductionPro as a valuation step reached from the Charitable Donation topic, and documents it in their Deluxe, Premium and Self-Employed products.
Can you get a file out
NoPDF, Paper printout
No machine-readable export is documented. The documented artifacts are a return PDF and, in the desktop software, a printout that can include worksheets and itemized lists.
Before you start

What trips people up moving off DeductionPro

  • There is no separate DeductionPro account to export from. H&R Block documents it as a step inside a return, and the old standalone web address no longer serves a product page.
  • Getting any copy out of H&R Block Online requires paying for the return first: their support pages state you can view and print your return after you have paid for it.
  • A copy printed before you file carries a COPY ONLY DO NOT FILE watermark, so the clean version exists only after you file.
  • In the desktop software the item detail lives in mini-worksheets and itemized lists, and H&R Block states you cannot print those by themselves. They come attached to the form or not at all.
  • The filed return is not an itemized inventory. Form 8283 is only required once item donations exceed $500, and its instructions allow one form to cover all similar items given to the same organization, described at the group level rather than row by row.
  • Online returns are kept for six years, so DeductionPro entries in older returns are generally gone.
Step one

Get your records out of DeductionPro

Both routes are gated. H&R Block states that online returns can be viewed and printed after you have paid for the return. A copy pulled before filing carries a COPY ONLY DO NOT FILE watermark. Online returns are kept for six years, so entries older than that are generally no longer retrievable. One note on method, because it affects how much weight to put on the wording below: hrblock.com blocks automated fetching, so every page behind this guide was read through a text proxy or an archived capture rather than directly.

  1. 1Understand where your data actually isDeductionPro is documented as a step under Adjustments and Deductions: Add Donation, then Enter and Value Items, then Save and Close, at which point it totals your items and writes the figure into the return. There is no separate account holding a copy, so anything you keep has to come out of the return.
  2. 2Online: pay, then save the return as PDFH&R Block states you can view and print your return after you have paid for it. Generally: Save and Quit at the top right, then Print My Taxes from the drop-down, then save the document. On mobile, choose Print My Taxes and download.
  3. 3Online: pull prior years from MyBlockLog in at MyBlock, open Prior years under Your Taxes, pick a year, then View My Tax Return. H&R Block says returns are kept for six years, and users of the free program are told they can pay a small fee for prior-year access.
  4. 4Desktop software: print with worksheetsThis is the richest documented path by some distance. Open the return, click Print, choose the official return plus worksheets, then tick Include mini-worksheets and itemized lists. Print to PDF to keep a file rather than paper.
  5. 5Capture the DeductionPro screens before you leaveNo structured export is documented for the in-return tool. If you want per-item rows with condition and quantity, screenshot or transcribe each DeductionPro category screen while the return is still open. This is a workaround, not a feature.
  6. 6Re-key into your new tracker and keep the PDFType the donations in from the PDF or your screenshots, and keep the saved return alongside your original charity receipts. The PDF is documentation, not importable data, and it is worth keeping either way.
Step two

Bring the file into DeductiBee

DeductiBee works out what the file is rather than asking you, so these three steps are the same whatever you exported from.

  1. 7Open Import in DeductiBee and pick your fileImport lives in onboarding and in Settings afterwards, so it is there whether you are new or have been using the app for a year. Choose the file from Files, iCloud Drive, or whatever app it landed in.
  2. 8Check the preview before anything is savedDeductiBee reads the file, works out which columns are which, and shows you what it found: how many donations, which tax years, and how each condition tier maps onto Like new, Good, and Fair. Nothing is written to your records until you accept that preview.
  3. 9Confirm the organizations it rebuiltMost exports list a charity name on every row rather than a separate list of organizations, so DeductiBee reconstructs the list from those rows and shows it to you to confirm or merge. Re-importing the same file later does not duplicate anything.

Importing your own history is free on every tier, permanently, and so is exporting your raw data again later. Neither is behind the paywall, on principle: your records are yours.

The honest part

What comes with you, and what does not

No migration is lossless. Knowing which half is which before you start is the difference between a move and a surprise.

Comes with you

  • Charity name and donation date, as entered in the Charitable Donation topic
  • The total value per donation, since DeductionPro totals the items and writes the figure into the return
  • Item descriptions, quantities and condition, but only as printed text when the desktop software prints worksheets and itemized lists
  • Cash contributions, mileage and out-of-pocket amounts entered in the same topic, as Schedule A totals

Does not come with you

  • Any machine-readable file. No CSV, spreadsheet, TXF or JSON export of DeductionPro entries is documented
  • Photos. No photo attachment or evidence storage is documented for the tool, so there is nothing documented to bring
  • Per-item condition and quantity as structured fields. At best they arrive as text on a printout and have to be retyped
  • Entries in an online return you started but never paid for
  • Anything in online returns older than the six-year window
FAQ

Questions about leaving DeductionPro

Where is the DeductionPro export button?
There is not one that we could find documented, and this is a structural thing rather than an oversight: DeductionPro is a valuation step inside a return, not an account with its own file. The way out is the printed return, and in the desktop software that print dialog can include the item-level worksheets.
Can I get my donation list without paying H&R Block?
Not from an online return. Their support pages state that you can view and print your return after you have paid for it, and users of the free program are told they can pay a small fee for prior-year access. If you already filed and paid, the PDF is available.
How far back can I go?
H&R Block says it keeps available online returns in storage for six years. Beyond that, whatever you saved yourself at the time is what exists. This is a good argument for keeping your own copy of every filed return, whichever product you use.
Is retyping worth it?
Usually yes for the current and prior year, and rarely for older ones. What you gain is a running record that no longer depends on which tax product you buy next season, which is the failure this whole page is describing. The comparison page covers the rest of the differences.
Method

Where these steps came from

The steps above were read off DeductionPro's own public pages on August 9, 2026, and those pages are linked below so you can check the work. Menus and wording in other companies' products change without notice. If something here no longer matches what you see, we would rather hear about it than leave it wrong.

What we could not confirm

  • Every H&R Block page behind this guide was read through a text proxy or the Internet Archive, because their site blocks automated fetching. The substance held up across sources; the exact button wording deserves more skepticism than on the other guides here.
  • Whether DeductionPro is available in the free online product. Their article documents it in Deluxe, Premium and Self-Employed and does not address the free tier either way.
  • Whether DeductionPro will appear in the tax year 2026 products. The support article is live now and describes the current products, but next season is next season.
  • Whether the current desktop software still uses the DeductionPro name. The pages we could retrieve for the desktop products did not mention it, though those renders may be incomplete.
  • Whether the H&R Block Online return PDF includes the item detail at all. The online print article documents no worksheet-level option, unlike the desktop print dialog.
  • Whether the DeductionPro screen itself has any print, report or export control. It is not documented on their support page.
  • Whether H&R Block's privacy request process returns donation-level records. The privacy contact page we retrieved described requests to remove information, not a copy of tax entries.
Keep reading

Next

Moving from something else

Bring it all with you

Your donation history should outlive the app you kept it in.

Import what you already have, value what you gave next with a source attached, and export the paperwork when you file.

Nothing to lose in the move

Import is free, re-importing the same file does not duplicate anything, and you can export your raw data again whenever you want.

Records that stay yours

Everything lives on your iPhone, syncing only through your own private iCloud database.

DeductiBee on the App StoreFree to start, with 20 new item entries a year. Import and raw export are free on every tier.