Refer-a-friend terms & conditions.

PARTICIPATION IN THE REFER-A-FRIEND REFERRAL PROGRAM (RECOMMANDEZ UN AMI) WILL CONSTITUTE ACCEPTANCE OF THIS AGREEMENT. IF YOU DO NOT AGREE TO ABIDE BY THE TERMS AND CONDITIONS BELOW, PLEASE DO NOT ATTEMPT TO SHARE NOR REDEEM THE OFFER.

Eligibility

The Refer-a-Friend referral program is offered to retail H&R Block Canada, Inc. customers who have a tax return (for any tax year) prepared and filed at an H&R Block Canada retail tax office in Canada between January 1, 2019 and December 31, 2020. Participating clients will have received a unique code by having provided their email address and not opting out of receiving marketing emails from H&R Block Canada, Inc.  

A referring client may share the offer with (refer) potential new clients to H&R Block Canada, Inc. New clients are defined as individuals who did not have a tax return, of any tax year, prepared at an H&R Block retail office in Canada between January 1st, 2019 and December 31st, 2019, and who have a tax return for any tax year prepared and filed at an H&R Block retail office in Canada during the period February 1, 2020 to close of business on December 31, 2020.  

This discount may be combined with the Seniors 10% discount, but is not applicable to (may not be combined with) any other promotion or discount, including:

- Instant Refund,

-  $39. 99 (+ $efile fee) student offer, or

- the $25 off Winback program.

New referral clients who qualify for more than one program may choose which program they use for purposes of calculating their tax prep fee. Referrer will still receive the $25 referral fee regardless of which discount or program the new client selects.

H&R Block employees and immediate family members are not eligible for this discount.

By participating in the Refer-a-Friend program, the referring client agrees to the sharing by H&R Block Canada, Inc.  of certain of the client’s personal information with the Royal Bank of Canada (RBC Financial Group) and Interac (Interac Association) for effecting payment, in accordance with Block’s privacy policies.

Sharing

The offer may be shared with close family and friends in one of two ways:

  • by printing the email offer and sharing it in a hard copy, or
  • by forwarding the email.

Sharing the offer by forwarding the email must be done in accordance with the Canadian Anti-Spam Legislation (CASL). To align the offer with CASL, the offer may be shared with a maximum of eight close family and friends.  

Redemption

New clients to H&R Block Canada, Inc. must present the email obtained from the referrer to the H&R Block Tax Expert in an office at the time of tax filing by way of print out, displaying the email on a mobile device and/or forwarding the email on their mobile device to the Tax Expert for print out to be attached to their file.  

The email must include the referrer’s unique client code provided by H&R Block Canada, Inc.  The Tax Expert will verify the code’s authenticity and that the client is a new client, and confirm that no more than seven other people have used it to claim a $25 discount under the program. Each unique code will work for a maximum of eight discounts.  

Redemption entitles the new client to receive $25 credited toward their tax preparation fee in effect on the date of redemption at the office at which the redemption is made. Limit of one redemption per person.  

Payment

H&R Block has contracted with Royal Bank of Canada to send $25 by Interac e-Transfer to the referrer within two weeks of the new client having paid for and filed their tax return using the referrer’s unique program code. Clients must have online banking to participate receive an e-Transfer payment. A security question to verify the referrer’s identity will be asked and must be answered correctly to complete the e-transfer. Referring clients may receive up to eight payments of $25, one per new client using the referrer’s unique code, for a maximum total payment of $200.  

Clients must have online banking to participate in this program. Only those who have issues redeeming their email money transfer may call 1-800-HRBLOCK to arrange for payment using alternate means.

Cancellation

H&R Block Canada reserves the right to cancel this program at any time, without notice.  

Legalities

Referring client is solely responsible for compliance with CASL and any other applicable laws; H&R Block Canada, Inc. assumes no liability.

Questions

Any questions about the program should be directed to the Support Centre at 1.800.HRBLOCK.