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.

During the online tax filing process, you will be prompted to enter your voucher code. Do not complete checkout without applying your voucher code.

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

3) Virtually

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

Prior to completion of your initial interview with the Block Advisors tax pro, present your voucher code.

Pro tip: The voucher code 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.