How You Get Paid

Understanding Revenue Share & Payment Timing

Revenue Share Structure

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40/60 Split: Main office gets 40%, you keep 60% of base tax prep fee

Add-On Fees: Main office keeps 100% of all add-on fees (refund advances, prepaid cards, etc.)

•

Software Included: Professional tax software, training, and support included - NO extra costs to you

Payment Timing: You get paid ONLY after IRS releases client refunds

IMPORTANT: IRS Payment Release Process

Client files tax return

IRS reviews and processes return

IRS releases refund to client

Payment released to main office

Your revenue share distributed

If IRS delays or offsets a refund, your payout for that client is delayed. This is standard industry practice and protects both parties.

Onboarding Process

Step 1: Business Info

• Legal business name
• EIN/FEIN number
• Business address
• Contact information
• Office hours

Step 2: Upload Documents

• PTIN for each preparer
• EFIN (IRS E-File ID)
• Business license
• Insurance certificate
• ID verification

Step 3: Staff & Payroll

• Add preparers/admins
• PTIN for each staff
• Payroll information
• ACH setup
• W-9 forms

Step 4: Compliance Test

• IRS ethics & privacy
• Data security
• PTIN requirements
• E-file procedures
• Pass/fail with retake

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Step 5: Training

• Software training
• Workflow procedures
• Quality standards
• Support resources
• Certificate issued

Step 6: Agreements

• Revenue share agreement
• Software license
• Privacy policy
• E-signature required
• Activation!

Required Acknowledgments

I understand revenue is shared 40/60 (main office 40%, suboffice 60%) and payments are only made after IRS releases the refund to main office.

I understand all add-on fees go to main office (refund advances, prepaid cards, bank products, etc.).

I understand software, training, and support are included with no additional monthly fees.

I understand payroll/commissions cannot be run until IRS has processed and released each client's refund.

I have downloaded and reviewed the complete payout policy and billing schedule.

Download Complete Payout Policy (PDF)

Ready to Get Started?

Complete onboarding and start earning revenue share today.

Begin Application

Frequently Asked Questions

What is a PTIN?

A Preparer Tax Identification Number (PTIN) is required by the IRS for anyone who prepares federal tax returns for compensation. Each preparer must have their own PTIN.

What is an EFIN?

An Electronic Filing Identification Number (EFIN) is issued by the IRS to tax professionals who want to file returns electronically. Your business needs one EFIN.

How long until I get paid?

Payment is released after the IRS processes and releases the client's refund. This typically takes 21 days for e-filed returns with direct deposit, but can vary.

What if a client's refund is delayed?

If the IRS delays or offsets a refund, your payout for that specific client is delayed. This protects both parties and is standard industry practice.

Can I change the revenue split?

The 70/30 split is standard for all suboffices. High-volume offices may qualify for better terms after the first year.