Upload your refund bank report and PTIN Payroll Pro automatically calculates preparer commissions, marketing fees, and office revenue in seconds.
Total Payouts
$24,850
↑ 12%
Marketing Fees
$3,200
↓ 3%
Office Revenue
$8,750
↑ 12%
Weekly Revenue
Who This Is For
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.
Product Workflow
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.
The Problem
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.
Platform Features
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.
Platform Preview
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.
Live Demo
Book a personalized walkthrough of the full platform.
Why Tax Offices Use PTIN Payroll Pro
Eliminate manual payout calculations
Automatically track loan marketing fees
Understand true revenue per return
Manage multiple preparers in one platform
Export payout reports instantly
Give preparers transparent earnings visibility
5–10 hrs
Saved per week
0 errors
In payroll math
100%
Fee visibility
$129/yr
All-in price
Instant Value Calculator
PTIN Payroll Pro automatically calculates payouts, marketing fees, and office revenue for every tax return.
Example Return
Single Tax Return Breakdown
Office Net Profit
Per return, after all fees
$150
PTIN Payroll Pro calculates this automatically for every tax return.
Number of Returns
50$25,000
Total Revenue
$12,500
Preparer Payroll
$3,750
Marketing Fees
$7,500
Office Profit
At 50 returns, your office generates $7,500 in net profit. PTIN Payroll Pro calculates every dollar — instantly.
Comparison
Pricing
Everything included. One flat annual rate.
Annual Plan — Most Popular
Less than $11/month
Includes up to 10 preparers · Additional packs $20/yr
Secure checkout · No contracts · Cancel anytime
Add-On
Need more preparers?
Add 20 preparer slots per pack. Scale as your office grows.
❌ Without PTIN Payroll Pro
$300–$500/mo + countless lost hours
Automate your tax office payouts and revenue tracking with PTIN Payroll Pro.
No hidden fees · No contracts · Cancel anytime