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Frequently Asked Questions


Question & Answers

I have already set up my account but I don’t remember my password. How do I reset my password?

Enrolled nonprofit organizations are able to reset their password electronically through www.hrblockreferrals.com. To reset your password, go to the homepage, select LOGIN and click "Forgot your password?"

My organization was enrolled last year. Is it automatically enrolled for this year? Do I need to re-enroll my organization?

Organizations that were enrolled in the program last year and had a minimum of one valid new client referral are automatically re-enrolled this year. An email will be issued to these organizations in October with helpful program reminders and a link to www.hrblockreferrals.com. Organizations are encouraged to visit the website regularly to track progress and access materials.

I am a new enrollee but I did not receive an email with a link to the website for account set up. Can this email be resent?

If you are a newly enrolled organization and did not receive an email with a link to set up your account, please check your spam folder. If unable to locate, email NonprofitReferral@hrblock.com to have the welcome email sent to you.

Where can I find the nonprofit marketing materials?

You must be logged in to your account to access your customized materials. Once logged in, you can find the customized poster, referral form, program information flyer, web banners and social posts on the website under MARKETING MATERIALS.

How do I promote the program to my nonprofit organization’s members?

Each enrolled nonprofit can customize materials including an 11"x17" poster, program information flyer, web banners, social media posts and referral form. The customized referral form should be provided to the nonprofit members, associates, etc. and brought in to the tax office for completion of the tax preparation service.

How do I use the web banners and social posts?

Web banner: Web banners are built to 728 pixels wide x 90 pixels high. Click on the picture of the banner and save the image as a jpeg file. Customize the text to include your organization’s name. Provide both the code copy and the jpeg for inclusion on a web page.

Facebook: Edit to add your organization’s name or remove the (or organization’s name) from the copy. Highlight all the text and copy and paste into your post. The URL will link directly to your customized referral form.

Twitter: Highlight all the text and copy and paste into your feed. The URL will link directly to your customized referral form.

Why was my nonprofit organization declined from participating in the program?

Either the organization is not currently registered as a 501(c)(3), 501(c)(6), 501(c)(19) or 501(c)(23); the organization is already enrolled or pending approval; or the tax identification number entered was invalid.

When will my nonprofit organization receive its referral check?

The total number of valid new client referrals from January 1 to April 30 will be calculated and a check will be issued to the organization in June. Please verify your address on the account by April 15. Address verification may be completed by logging in to your account at www.hrblockreferrals.com and making any necessary edits by clicking the gear icon.

Will all of the rebates be placed on one check or will the nonprofit organization receive a check per each new client?

One check will be issued per organization to include all valid new client referrals. You can track the progress of your organization by logging into your account at www.hrblockreferrals.com and selecting the DASHBOARD tab.

Where do I go to get assistance with personal or business taxes?

Click here for H&R Block answers and support.

Still have additional questions?

You may email additional questions to NonprofitReferral@hrblock.com.

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