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COMMISSIONS

Progressive Commissions That Scale With Performance

Tiered commission structures, 6 bonus types, Stripe-powered payouts — all automated, all transparent.

Progressive Tiers

Auto-Calculation

6 Bonus Types

Stripe Payouts

7-day free trial

No credit card

Cancel anytime

app.gorefer.io/commissions

Progressive Commission Tiers

Bronze

1-10 returns

40%

Silver

11-25 returns

50%

Current Tier

Gold

26-49 returns

60%

Platinum

50+ returns

80%

Sample Calculation

Return #27 · Sarah Johnson

$0

Gold Tier (60%)

Commission

$0

Payout Status

Pending
Approved
Paid

via Stripe Connect ACH

Progressive commission tiers with live calculation and payout tracking.

THE PROBLEM

Spreadsheet Commissions Are a Liability

12%

error rate

in manually calculated commissions — leading to disputes, underpayments, and preparer frustration

6hrs

per pay period

spent calculating, verifying, and reconciling commission payouts across preparers

$0

in visibility

for preparers — they don't know their tier, progress, or expected earnings until payday

30%

higher retention

at firms with transparent, fair commission structures that reward performance

Progressive Tier Structure

Configure unlimited commission tiers with volume-based thresholds. As preparers hit milestones, they automatically advance to higher rates — motivating continuous performance.

Bronze → Silver → Gold → Platinum progression

Volume-based automatic tier advancement

Different structures per preparer type (W-2, 1099, affiliate)

Configurable minimum guarantees and caps per tier

Progressive Commission Tiers

Bronze

1-10 returns

40%

Silver

11-25 returns

50%

Current Tier

Gold

26-49 returns

60%

Platinum

50+ returns

80%

Sample Calculation

Return #27 · Sarah Johnson

$0

Gold Tier (60%)

Commission

$0

Payout Status

Pending
Approved
Paid

via Stripe Connect ACH

6 Bonus Types

Layer bonuses on top of base commissions to create sophisticated compensation structures that reward specific behaviors and outcomes.

Volume bonuses: extra % after hitting return thresholds

Speed bonuses: reward fast turnaround times

Quality bonuses: tied to client satisfaction scores

Referral chain bonuses: earn on referred preparers' production

Progressive Commission Tiers

Bronze

1-10 returns

40%

Silver

11-25 returns

50%

Current Tier

Gold

26-49 returns

60%

Platinum

50+ returns

80%

Sample Calculation

Return #27 · Sarah Johnson

$0

Gold Tier (60%)

Commission

$0

Payout Status

Pending
Approved
Paid

via Stripe Connect ACH

Live Calculation & Transparency

Preparers see their commission calculations in real-time. Every return shows the exact tier, percentage, and payout — building trust and motivation.

Return → Tier lookup → Commission calculation flow

Real-time earnings dashboard for every preparer

Projected earnings based on current trajectory

Full audit trail for every calculation

Progressive Commission Tiers

Bronze

1-10 returns

40%

Silver

11-25 returns

50%

Current Tier

Gold

26-49 returns

60%

Platinum

50+ returns

80%

Sample Calculation

Return #27 · Sarah Johnson

$0

Gold Tier (60%)

Commission

$0

Payout Status

Pending
Approved
Paid

via Stripe Connect ACH

Stripe-Powered Payouts

Process payouts directly through Stripe Connect. Set up automatic schedules, manual approvals, or hybrid workflows. Full financial reporting included.

Stripe Connect integration for direct deposits

Configurable payout schedules (weekly, bi-weekly, monthly)

Admin approval workflows for high-value payouts

Exportable reports for accounting and tax compliance

Progressive Commission Tiers

Bronze

1-10 returns

40%

Silver

11-25 returns

50%

Current Tier

Gold

26-49 returns

60%

Platinum

50+ returns

80%

Sample Calculation

Return #27 · Sarah Johnson

$0

Gold Tier (60%)

Commission

$0

Payout Status

Pending
Approved
Paid

via Stripe Connect ACH

HOW IT WORKS

Commission Processing Made Simple

01

01

Configure Your Tiers

Set up progressive commission tiers with percentage rates, volume thresholds, and bonus rules. Use templates or build from scratch.

02

02

Returns Get Funded

When a client's return is funded, the system automatically calculates the correct commission based on the preparer's tier and applicable bonuses.

03

03

Payouts Process

Review calculated commissions, approve payouts, and process via Stripe Connect or export for manual payment. Full audit trail included.

USE CASES

Commission Structures for Every Model

Enterprise

Multi-Office Firm

Different commission structures per office location. Senior preparers earn higher base rates, while new hires have accelerator tiers to reward rapid growth.

Affiliates

Affiliate Network

External referral partners earn tiered commissions based on volume. Track conversions, calculate payouts, and process via Stripe automatically.

Seasonal

Seasonal Staff

Temporary preparers during tax season get simplified flat-rate commissions with volume bonuses that kick in after thresholds are met.

FAQ

CommissionIQ Questions Answered

Unlimited tiers on Growth and above. Growth includes up to 4 tiers. Each tier can have unique percentage rates, flat bonuses, or hybrid structures.

Yes. You can create separate commission plans for W-2 employees, 1099 contractors, affiliates, and partner firms — each with their own tier structure.

Commissions are calculated automatically when a return is funded. The system looks at the preparer's current tier, the return fee, and any applicable bonuses to compute the exact payout.

Yes. CommissionIQ integrates with Stripe Connect for automated payouts. You can also export payout reports for manual processing via ACH, check, or other methods.

Six types: volume bonuses, speed bonuses, quality bonuses, referral chain bonuses, seasonal multipliers, and one-time milestone rewards.

Yes. Per-preparer and per-period caps are configurable. You can also set minimum guarantees for each tier.

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Transparent, accurate, and automatic — the way commissions should work.

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