Every return your office imports is matched to the PTIN it was filed under. Check that your PTIN is registered, then sign in to see your returns, your commission split, what has been paid and what is still owed.
Create your own account with your PTIN and office name, or accept the invite link your owner emails you — either way joins you to their office.
Enter your PTIN and credential status — PTIN only, AFSP, Enrolled Agent, CPA or Attorney. Your owner reviews and marks it verified.
Every return imported from the refund bank under your PTIN shows your fee, your split, your commission and whether it has been paid.