To help you get every tax credit and deduction you deserve this season, Everlance has partnered with Block Advisors, a part of H&R Block. Their small business certified tax pros are specialized in self-employed and small business taxes.

If you’ve purchased an Everlance Premium Plus + Tax Prep bundle through Everlance, you’ll want to prepare your Everlance information for filing with H&R Block.

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

Step-by-step instructions:

Step 1: Go to Tax Center in the mobile app. 

iOS

Android

If you have any work trips and transactions remaining, be sure to classify them as Work in order to claim them.

Step 2: Find your work mileage to give to H&R Block. 

This is the basis for your “car and truck expenses” deduction, using the IRS standard mileage rate method.  

H&R Block will walk you through each step of completing your Schedule C, but you can learn more here about this IRS form, which is used to report income and expenses for your self-employed or small business.

If you purchased the “Self Employed Tax Prep” or “Online Assisted Tax Prep” bundle from Everlance, enter this information when prompted for mileage expenses in the Deductions section of H&R Block's DIY Online tax prep software.

If you purchased the “Full Service Tax Prep” bundle from Everlance, provide this information to the Block Advisors tax pro who is preparing your tax filing.

Step 3: To identify your expense deductions, create a Data Export by tapping “Export Trips & Transactions.”

Determining the value for other business expense deductions is a bit more involved because individual Work-related expenses you tracked using Everlance must be assigned to specific expense categories that are listed in Part II (Expenses) of the Schedule C form.  And should you need it, help is just a click away with Block Advisors using Live Online Assistance.

H&R Block Self Serve Online Bundle

If you purchased the “Self Serve Online Tax Prep” bundle from Everlance, H&R Block’s DIY Online software will walk you through the various expenses categories and automate the completion of the Schedule C form for you.  

You may find the Everlance data export report in XLSX or CSV format easiest to use for summing various individual expense line items into the required Schedule C category totals.

Block Advisors Help On-Demand Online Tax Prep Bundle

If you purchased the “Help On-Demand Tax Prep” bundle from Everlance, Block Advisors’ DIY Online software will walk you through the various expenses categories and automate the completion of the Schedule C with unlimited help from a tax pro, if you need it.

You may find the Everlance data export report in XLSX or CSV format easiest to use for summing various individual expense line items into the required Schedule C category totals.

Block Advisors Full Service Prep Bundle

If you purchased the “Full Service Tax Prep” bundle from Everlance, your Block Advisors tax pro will assist you to group your expenses into the appropriate category totals for the Schedule C form.

To aid the process, be prepared with your Everlance data export report downloaded in PDF or .XLSX/.CSV formats on hand, and your Block Advisors tax pro will instruct you on the best format to provide so that he or she can complete your Schedule C form.  You could upload documents to the Block Advisors portal MyBlock before your tax appointment, or print the documents and bring them with you.