3rd Quarter - Report

H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC. for H&R BLOCK MANAGEMENT, LLC, A SUBSIDIARY OF H&R BLOCK, INC.

A later version of this report replaces this one, so LegiList's totals use the current version instead. This page shows this version exactly as filed.

Firm
Client
Income
—
Expenses
$470,000
Expense method
C: businesses, Internal Revenue Code section 162(e)

Versions of this report

Every filing the register holds for this firm, client and period, oldest first. The most recent one is the version LegiList counts.

Filing Filed Amount Counted
3rd Quarter - Report (this page) Oct 20, 2020 $470,000 Replaced
3rd Quarter - Amendment Jan 27, 2021 $840,000 Yes

What was lobbied

3 issue areas, each in the filer's own words, with who lobbied on it and where.

Financial Institutions/Investments/Securities FIN

Issues related to education on tax-time financial products and small dollar lending

LobbyistCovered position, as disclosed
BAILEY CHILDERS —
KAYA VIRGINIA SINGLETON —
DANIEL CALHOON TURRENTINE —

Contacted: SENATE; HOUSE OF REPRESENTATIVES; Treasury, Dept of

Taxation/Internal Revenue Code TAX

H.R. 3330, Taxpayer Protection and Preparer Proficiency Act of 2019, including provisions regarding taxpayer service standards H.R. 3466, To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to rescind identifying numbers of tax return preparers, including provisions regarding the PTIN revocation process H.R. 748, Coronavirus Aid, Relief, and Economic Security (CARES) Act, including Issues pertaining to the administration of stimulus payments and SBA's Paycheck Protection Program (PPP) loan for small businesses H.R. 7010, Paycheck Protection Program Flexibility Act of 2020, including issues pertaining to the modified Paycheck Protection Program loan for small businesses S. 1624, Help End Abusive Living Situations (HEALS) Act, including Issues pertaining to the administration of stimulus payments and SBA's Paycheck Protection Program (PPP) loan for small businesses S. 1194, Tax Filing Simplification Act of 2019, including issues relating to education on the government populated return Draft legislation To amend the Internal Revenue Code of 1986 to clarify the authority of the Secretary of the Treasury to issue identifying numbers of tax return preparers including issues relating to reforming the PTIN issuance process Internal Revenue Service notice 2020-18, Relief for Taxpayers Affected by Ongoing Coronavirus Disease 2019 Pandemic, education on extension of tax filing and payment deadlines

LobbyistCovered position, as disclosed
BAILEY CHILDERS —
KAYA VIRGINIA SINGLETON —
DANIEL CALHOON TURRENTINE —

Contacted: Treasury, Dept of; HOUSE OF REPRESENTATIVES; SENATE

Bills named: H.R. 3466 (116th), S. 1624 (116th), H.R. 3330 (116th), H.R. 7010 (116th), S. 1194 (116th), H.R. 748 (116th)

Consumer Issues/Safety/Products CSP

House Energy and Commerce Committee draft privacy bill titled Setting an American Framework to Ensure Data Access, Transparency, and Accountability (SAFE DATA) Act, issues relating to Federal preemption, private right of action, the definition of personal information and consent requirements Potential liability shield legislation Internal Revenue Service code section 7216, including issues pertaining to modernizing this rule

LobbyistCovered position, as disclosed
BAILEY CHILDERS —
KAYA VIRGINIA SINGLETON —
DANIEL CALHOON TURRENTINE —

Contacted: SENATE; HOUSE OF REPRESENTATIVES; Treasury, Dept of

Shown as published by the Senate Office of Public Records and the House Clerk under the Lobbying Disclosure Act. The official filing is the record; open it for the full form.