If you purchased an Everlance Premium Plus + Tax Prep bundle through Everlance, this article helps you through the steps of retrieving and applying your voucher code to get ready to file with Block Advisors.

If you haven’t purchased a Tax Prep bundle through Everlance, but would like to, check out this page to learn more!



Step 1: Check your email to retrieve your voucher code

If you purchased a combined Everlance Premium Plus w/ tax prep bundle, you will have received an email from Everlance with the subject line “Get ready to file with H&R Block!  Here’s your tax prep voucher code!”

This email contains a voucher code that can be applied towards the cost of tax prep with H&R Block between January 24th and April 15th, 2022 (if you purchased your voucher in 2021) or October 15th, 2022 (if you purchased your voucher in 2022).

Keep it safe! This voucher code can only be used once and is specific to you.

What next? This depends on the specific tax prep bundle you purchased.

Self-Serve Online Bundle (Step 2a) allows you to file your own taxes online with H&R Block’s Self-Employed Online product.

Help On-Demand Online Bundle (Step 2b) allows you to file your own taxes online with the Block Advisors DIY Online product, and receive unlimited expert help if you have questions or get stuck at any point in the process.

Full Service Bundle (Step 2c) connects you to a H&R Block tax pro who will help complete your filing for you.

All tax prep options purchased via a bundle include an annual Everlance Premium Plus subscription.

Step 2a: Applying your voucher code towards tax prep [“Online Tax Prep” bundle]

If you purchased the “Self Employed Online” bundle with Everlance Premium Plus, start the online filing process by going to this H&R Block website for DIY Online Tax Prep.

Follow the online software instructions on entering your tax information.

After completing your Federal tax return (and State return, if applicable) you still see a screen starting the checkout process.


When you arrive at the screen where you choose how you want to pay for your tax prep, you will see a link for "I have a Key Code. How does this work?"  Click this to enter your voucher code from Everlance and apply your discount.



Please note!  The purchase confirmation email you received from Everlance refers to a “voucher” code.  However, during checkout with Block Advisors online, this is referred to as a “key” code.  They are the same thing.

Do not complete checkout without first applying your voucher/key code!!

Don't forget, if you have questions about applying the voucher code, help is just a click away with Block Advisors using Live Online Assistance. 

Once the voucher code is entered, its value will be applied to the cost of your filing (up to the voucher face value amount).  The actual price for tax preparation will depend on the return complexity, date filed, and other factors.  If the final cost of your prepared filing exceeds the voucher face value amount, you will need to pay the difference to Block Advisors before completing the filing.

Step 2b: Applying your voucher code towards tax prep [“Help On-Demand Online Tax Prep”] 

If you purchased the “Online Tax Prep” bundle with Everlance Premium Plus, start the online filing process by going to this Block Advisors website for DIY Online Tax Prep.

Follow the online software instructions on entering your tax information.

After completing your Federal tax return (and State return, if applicable) you still see a screen starting the checkout process.



When you arrive at the screen where you choose how you want to pay for your tax prep, you will see a link for “I have a Key Code.  How does this work?”  Click this to enter your voucher code from Everlance and apply your discount.



Please note!  The purchase confirmation email you received from Everlance refers to a “voucher” code.  However, during checkout with H&R Block online, this is referred to as a “key” code.  They are the same thing.

Do not complete checkout without first applying your voucher/keycode!!

Once the voucher code is entered, its value will be applied to the cost of your filing (up to the voucher face value amount).*

Don’t forget, if you have questions about applying the voucher code, help is just a click away with H&R Block using Live Online Assistance.



Step 2c: Applying your voucher code towards tax prep [“Full Service Tax Prep”]

If you purchased the “Full Service Tax Prep” bundle with Everlance Premium Plus, start the process by making a tax appointment on this H&R Block website for Full Service Assisted Tax Prep.

You will be given several appointment options: 
1) one-on-one in an office
2) drop off my files at an office
3) virtually






Choose the option that is best for you, and book a calendar appointment with a Block Advisors tax pro.

Be sure to mention that you’re an Everlance customer during your initial interview with the H&R Block tax pro and present your voucher code.  Your tax pro will apply the value of the voucher towards the cost of your filing.*

* Note: The actual price for tax preparation will depend on the return complexity, date filed, and other factors.  If the final cost of your prepared filing exceeds the voucher face value amount, you will need to pay the difference to H&R Block before completing the filing.