Terms & Conditions

TAX RETURNS FROM $109 TERMS & CONDITIONS

*Available at participating offices. Exclusions or additional charges may apply in some offices. For the full list of exclusions, please click here. Valid for a single transaction, cannot be used in conjunction with any other offer. $109 price point only available to customers who have standard income (wages, government payments & bank interest) and simple deductions (up to $300). Individuals under 21 or full time students under 25 are eligible to receive the streamline package and standard packages from $89.


BUSINESS LITE FROM $249 TERMS & CONDITIONS

^Available at participating offices. Exclusions or additional charges may apply in some offices. The business lite package is designed for micro businesses and starts from a fee of $249. Clients are eligible for the business lite package only if their business has business revenue less than $10k, have up to 4 business deduction line items only, and is not registered for GST.


UNDER 21 & STUDENTS OFFER TERMS & CONDITIONS

$89 tax returns available to under 21s and full-time students under 25. For full time students under 25, a valid Student Identification Card must be presented during your tax return appointment. This offer applies to standard individual tax returns only – additional charges apply for business income, capital gains, rental properties, investments, partnerships, motor vehicle and travel deductions and use of the Fee from Refund service. Cannot be used in conjunction with any other offer. Offer available at participating locations only.


First BAS with H&R Block FREE offer is available to all small business and sole trader clients who wish to process their BAS return with H&R Block for the first time. First BAS FREE offer is valid for a single transaction only. Applies to small business and sole trader BAS serviced by our retail office level team only. Not to be used in conjunction with any other offer. Offer does not apply to existing H&R Block BAS clients. Available at participating offices only. 

The offices excluded from BAS promotions are - Batemans Bay (NSW), Berri (SA), Bondi Junction (NSW), Broadway (NSW), Bundaberg (QLD), Cairns (QLD), Smithfield (QLD), Emerald (QLD), Geraldton (WA), Gladstone (QLD), Griffith (NSW), Hornsby (NSW), Miranda (MSW), Kingsgrove (NSW), Mackay (QLD), Mascot (NSW), Mildura (VIC), Morphett Vale (SA), Murray Bridge (SA), Rockhampton (QLD), Shoalhaven (NSW), Ulladulla (NSW), Vincentia (NSW). Glen Innes (NSW), Tenterfield NSW, Townsville (QLD), Victor Harbor (SA)

Offer applies to existing H&R Block BAS clients only. To be eligible for the bonus offer of 20% off your tax return, clients must complete all 4 BAS statements within that financial year. 20% off your tax return is valid for a single transaction only. Not to be used in conjunction with any other offer. Available at participating offices only. 

The offices excluded from BAS promotions are - Batemans Bay (NSW), Berri (SA), Bondi Junction (NSW), Broadway (NSW), Bundaberg (QLD), Cairns (QLD), Smithfield (QLD), Emerald (QLD), Geraldton (WA), Gladstone (QLD), Griffith (NSW), Hornsby (NSW), Miranda (NSW), Kingsgrove (NSW), Mackay (QLD), Mascot (NSW), Mildura (VIC), Morphett Vale (SA), Murray Bridge (SA), Rockhampton (QLD), Shoalhaven (NSW), Ulladulla (NSW), Vincentia (NSW), Glen Innes (NSW), Tenterfield NSW, Townsville (QLD), Victor Harbor (SA)

$25 For existing customers, $25 gift card for each new successfully referred customer. For newly referred customers, $25 off the first tax return only. Only available to Australian residents aged 18 years and over. Cannot be used on the $109 streamline package. Not to be used in conjunction with any other promotion or offer. Only available unless and until terminated or withdrawn by H&R Block (and such termination or withdrawal will be notified on this website). Additional terms and conditions apply. Full copy of T&C can be found here.

$25 off the standard fixed fee price of the tax return only. Not valid with any other offer. Available at participating locations only. This offer is only open to customers who have received the campaign details from H&R Block via email or SMS. Offer only applies to customers who were new to H&R Block in 2023. Offer opens on 1/7/2024 and closes on 30/6/2025. Discount must be redeemed by 30/6/2025. To claim the $25 discount, clients must show proof of email or SMS during their tax appointment at an H&R Block office. H&R Block reserves the right to remove this promotion at any time. Not valid with any other offers including $89 Student returns offer and $109 Streamline returns offer.

If you are filing your tax return at a participating H&R Block Australia office, you may be eligible for a Tax Refund Advance. Tax Refund Advance (TRA) allows eligible clients early access to 50% of their tax refund (capped at a maximum amount of $1,000), for a fixed 5% service fee. The use of TRA requires the use of our Fee-From-Refund service, which incurs an additional processing charge.

The TRA product is offered in partnership with Beforepay Finance Pty Ltd ACN 636 670 525. To be eligible for a TRA, clients must meet the eligibility and assessment criteria of both H&R Block and Beforepay.

Eligibility critera to qualify for an invitation to TRA with Beforepay (This will be checked by H&R Block during your appointment, prior to registration):

1. The minimum estimated refund from the Australian Tax Office (ATO) as calculated by H&R Block is $1,000. 

2. You have no prior Fee-From-Refund or other Debts outstanding with H&R Block.

3. You have no outstanding debts with the ATO.

4. You have no prior garnishments of tax refunds by Centrelink, Child Support or Insolvency.

5. You have no outstanding tax returns from prior years.

6. You are an Australian resident and over 18 years of age.

By applying for a TRA, you acknowledge that H&R Block may receive a referral fee or other financial incentive for referring you to Beforepay.

H&R Block reserves the right to change these terms and conditions at any time without prior notice. In the event that any changes are made, the revised terms and conditions shall be posted on the website immediately.

Once you receive your TRA invitation:

You will need to set up a Beforepay account, connect your bank and complete an ID Check to verify your eligibility, before you can Cash Out from Beforepay. New Beforepay customers are required to create a Beforepay account and successfully complete assessment and verification. You will be entering a separate agreement with Beforepay. Refer to the Beforepay website for their full terms of use and privacy policy. H&R Block may receive a fee share for referring you to Beforepay.

10% discount will be applied against the total preparation fee. Email, SMS, or mailer from H&R Block with the discount included, must be presented at the time of the appointment for the discount to be applied. Discount available at participating offices only. Not to be used in conjunction with any other offer. Offer valid until 31/10/2024. Cannot be used in conjunction with the $109 streamline pricing package.

Offer available to those with eligible transactions only. Additional charges may apply. In some cases, you might actually end up owing money to the ATO and will receive a bill once your tax return has been processed, rather than a refund.

10% off H&R Block individual tax returns. Seniors Card must be presented during appointment. Not eligible with any other offer. Available at participating offices only. Cannot be used in conjunction with the $109 streamline pricing package.

*$25 off the standard fixed fee price of the tax return only. Not valid with any other offer. Available at participating locations only. This offer is only open to customers who have received the campaign details from H&R Block via email or SMS. Offer applies to first time customers to H&R Block in 2023 only. To claim the $25 discount, clients must show proof of email or SMS during their tax appointment at an H&R Block office. Eligibility will be validated through the system by the consultant. H&R Block reserves the right to remove this promotion at any time. Offer ends on 30/6/2024. Discount must be redeemed by 30/6/2024.

Fees apply for corrected and amended returns.

* Available at participating offices only. Offices not included in the $0* second look promotion include Berri (SA), Griffith (NSW), Hornsby (NSW) & Miranda (NSW).

*Terms and Conditions apply. 10% discount offer applies to H&R Block’s In Office or phone appointments ONLY. 10% discount offer does not apply to our online products. The 10% discount will be applied against the total preparation fee. Discount valid at participating offices across Australia. Offer available to all Healthscope staff. Healthscope discount code or offer (Healthscope2024 - 10%) must be mentioned during the appointment for the discount to be applied. Not to be used in conjunction with any other offer. Offer cannot be used in conjunction with the $109 streamline pricing package or the $89 Student Offer. Offer valid between 1st July 2024 to 31st October 2024.

H&R Block reserves the right to change these terms and conditions at any time without prior notice. In the event that any changes are made, the revised terms and conditions shall be posted on this website immediately. Please check the latest information posted herein to inform yourself of any changes.



Information we are required to Disclose to You

As a Tax Agent our work for you is performed in accordance with the Tax Agent Services Act 2009. Under this Act, the Tax Agent Services (Code of Professional Conduct) Determination 2024 requires that we make the following disclosures to you:


  1. 1. Matters that could significantly influence your decision to engage us (or continue to engage us) for a Tax Agent Service from 1 July 2022 onward include the following:
      • - None Applicable

  2. 2. The Tax Practitioner’s Board maintains a register of Tax Agents and BAS Agents. You can access and search this register here: https://www.tpb.gov.au/public-register

  3. 3. If you have a complaint about our Tax Agent services, you will need to contact our National Office in the first instance with details by email (hrblock@hrblock.com.au). Your complaint will be investigated by a member of our National Office who is not involved in the subject matter of the dispute. We will provide you with email acknowledgement of receipt of your   complaint and our understanding of the circumstances. The email will inform you that we will attempt to resolve your complaint with 14 days and will outline the dispute resolution process. If you are unhappy with the outcome that we propose to you, you can make a complaint to the Tax Practitioners Board (TPB) at https://www.tpb.gov.au/complaints. The TPB will send you an email to acknowledge the receipt of your complaint and review and risk assess your complaint. If you are unhappy with how the TPB has dealt with your complaint, the above link includes details about your review rights and who can further assist you.