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 (between Feb. 15th, 2021 and April 15th, 2022).
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 through Everlance, you will have received an email with the subject line “Get ready to file with Block Advisors! Here’s your Tax Prep voucher code!”
This email contains a voucher code that can be applied towards the cost of tax prep with Block Advisors between Feb. 15th, 2021, and April 15th, 2022 (keep it safe! This code can only be used once and is specific to you).
What next? This depends on the specific tax prep bundle you purchased. The Online Tax Prep bundle helps you to file taxes yourself. The Full-Service bundle allows you to meet with a Tax Professional who prepares them for you. Please go to Step 2a or 2b depending on your selection.
Step 2a: Applying your voucher code towards tax prep [“Online Tax Prep” bundle]
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 Block Advisors online software instructions on entering your tax information. It's really slick!
After completing your Federal tax return (and State return, if applicable) you will 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 [“Full Service” bundle]
If you purchased the “Full-Service Tax Prep” bundle with Everlance Premium Plus, start the process by making a tax appointment on this Block Advisors 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
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 are an Everlance customer during your initial interview with the Block Advisors tax pro and present your voucher code. Your tax pro will apply the value of your 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 Block Advisors before completing the filing.