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%
Gold
26-49 returns
60%
Platinum
50+ returns
80%
Sample Calculation
Return #27 · Sarah Johnson
$0
↓
↓
Commission
$0
Payout Status
via Stripe Connect ACH
Progressive commission tiers with live calculation and payout tracking.
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
Commission Tier Structure
Bronze
40%
1–10 returns
Silver
50%
11–25 returns
Gold
CURRENT
60%
26–49 returns
Platinum
80%
50+ returns
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
Configured Bonus Types
+$500
Monthly Volume
at 25+ returns
+$150
Fast Start
10 in 14 days
+$25
Loyalty Bonus
per returning client
+$1,000
Seasonal Volume
at 50+ season
+$200
Preparer Recruiting
per hire milestone
+$50
Client Incentive
per funded tier
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
Live Earnings — April
Live
$3,480
28 returns · Gold tier · 60% rate
Base commissions
$2,520
Monthly volume bonus
$500
Fast start bonus
$150
Loyalty bonuses
$310
Projected month-end
$4,960 at current pace
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
Payout Queue
M
Marcus T.
ACH Direct Deposit
$3,480
Approved
P
Priya K.
ACH Direct Deposit
$2,100
Pending
D
Derek W.
ACH Direct Deposit
$1,840
Pending
L
Lisa R.
ACH Direct Deposit
$890
Paid
S
Powered by Stripe Connect
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.
Commission Structures for Every Model
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.
Affiliate Network
External referral partners earn tiered commissions based on volume. Track conversions, calculate payouts, and process via Stripe automatically.
Seasonal Staff
Temporary preparers during tax season get simplified flat-rate commissions with volume bonuses that kick in after thresholds are met.
CommissionIQ Questions Answered
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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