Upload your refund bank report and PTIN Payroll Pro automatically calculates preparer commissions, marketing fees, and office revenue in seconds.
If you manage tax preparers and need to track payroll — this is for you.
Stop doing payroll manually. Automate splits, fees, and preparer payouts in minutes.
Manage your enrolled agents and preparers with full visibility into every payout.
Handle multi-office payroll, revenue splits, and reporting from a single dashboard.
Give every preparer transparent access to their own payout history and earnings.
Three simple steps from raw report to complete payroll — no manual work required.
Import your TPG or Refund Advantage report to instantly analyze return data. The system parses every row in seconds.
PTIN Payroll Pro matches each return to the correct preparer by PTIN and automatically calculates commissions.
View breakdowns for preparer payouts, marketing fees, and office revenue — all in one dashboard.
Hours spent manually computing splits, fees, and commissions for every preparer every pay period.
TPG and Refund Advantage reports are complex. Matching them to preparers manually is error-prone.
A single formula error can mean underpaying or overpaying preparers — and losing trust permanently.
One small error can cost thousands in lost revenue.
Automatically calculate commission splits for every preparer based on your configured percentages.
Upload TPG or Refund Advantage reports and generate instant breakdowns. No reformatting needed.
Automatically calculate marketing fees based on loan status — matched by SSN from the loan report.
Manage EROs, preparers, and service bureaus in one centralized dashboard.
Track how much each preparer and office generates per run, per season, and year over year.
Every calculation, change, and payout is logged. Full audit history available on demand.
Preparer payout calculations, loan marketing fee tracking, revenue analytics, and team management — all in one place.
See every preparer's earnings, splits, and payout history at a glance.
Automatically matched from your loan report by SSN — zero manual work.
Track total office revenue, company portions, and preparer performance.
Parse TPG and Refund Advantage files instantly — no reformatting.
PTIN Payroll Pro automatically calculates payouts, marketing fees, and office revenue for every tax return.
Per return, after all fees. PTIN Payroll Pro calculates this automatically for every tax return.
At 50 returns, your office generates $7,500 in net profit. PTIN Payroll Pro calculates every dollar — instantly.
Everything included. One flat annual rate.
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Add 20 preparer slots per pack. Scale as your office grows.
Automate your tax office payouts and revenue tracking with PTIN Payroll Pro.
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