How do I get paid?
At the end of each week, you need to complete a client list after your clients have been acknowledged by the IRS. You receive commission when your client is fully funded from the IRS. You will receive the percentage of commission spelled out in your signed agreement.
How do I submit a Client List?
Affiliates who are paid directly from the Corporate office must use the following link:
2023 TAX PREPARER AFFILIATE CLIENT LIST (*NEW)
Please DO NOT email a list or this form to the payroll department.
When do I get paid?
A) If you are in a group or have been designated to receive pay from the Corporate office, you will get paid on the following Friday if/when commission fees are received IN FULL for your client(s).
B) If you are not in a group and receive your commissions directly from the bank, then you will receive your commissions as your client(s) fund.
My client was fully funded, but I still have not received any commission payments.
Ensure you don’t have any outstanding fees. If you receive your pay from Corporate, make sure the funding cycle is complete.
What are outstanding fees?
Outstanding fees can include, but are not limited to, prior year balances, non bank product returns, invoices, audit protection fees, advance fees, etc.
When does a funding cycle begin and end?
Normally, the funding cycle begins on Monday and ends on Friday. There is no funding on the weekends.
How will I know if I have any outstanding fees?
If you are in a group, then you will receive a commission summary that details all income expenses. You will only receive this summary if commission has been received or you have incurred an expense. You will be able to view these summaries in the Affiliate Portal.
How do I update my banking information?
All Affiliates must use the following link to update their banking info:
https://secure.na1.echosign.com/public/esignWidget?wid=CBFCIBAA3AAABLblqZhBkzICV1qZ4jzLYK9i5aljLRP7DsHzmHUqMSmKkI0v19kqncSguG
I tried submitting the Direct Deposit Authorization Form but it will not allow me to submit the form. Can I send you a picture of the form?
No, we longer accept a screenshot or picture of the form. Please ensure that all required sections of the direct deposit form is completed prior to selecting submit.
I received an email from Quickbooks informing me of a deposit. How will I know what the deposit is for?
A payroll summary that details your income and expenses will be uploaded to the affiliate portal each week that an Affiliate receives commission and/or incurs an expense.
I receive my commission pay directly from the bank, how do I know who I got paid for?
You can pull a variety of reports on the bank website. Go to the dashboard and select ‘Report’. The most comprehensive report is the ‘Deposit Detail’ report.
Why haven’t I received a Payroll Summary for the week?
Most likely, none of your clients have been funded. If a client has been funded and you do not receive a summary, then contact the payroll department, provide your name, the client’s name and the client’s last four of their SSN.
After updating my bank account information, how long does it take for my commission to be deposited into my updated bank account?
We aim to update banking information within 1 – 3 business days. However, any changes during mid January – February, may delay commission pay by 1 – 2 pay cycles.
I received commission last year, but did not receive a Form 1099.
(Corporate Paid) Form 1099s are only issued if you received commission of $650 or more. If, you received commissions greater than $650, but have not received a Form 1099, please insure that you have provided the correct address.
(Bank Direct Paid) You won’t be issued a Form 1099 from the company. You must pull your funding reports and tally your commissions received.
When can I expect my Form 1099?
Form 1099s are issued by January 31 every year.
