Start with your fee data.
Import preparation-fee records from your existing tax software. Match the fee to the client, preparer and office before calculating a share.
Bring preparation fees, individual pay structures and shared-return splits into one place. Review who earned what, then deliver each recipient’s payment directly to their connected bank account.
Add to any plan · Unlimited commission usersCommission Center is purchased separately. Commission users and TAAX dashboard seats are different.
Illustrative fee, separate from your plan price
Keep your filing software. Use Commission Center to organize the commission work that happens around each preparation fee.
Import preparation-fee records from your existing tax software. Match the fee to the client, preparer and office before calculating a share.
Set percentage or fixed-amount payments for people, offices and service-bureau levels. Configure additional fees and use the pay structure your team agrees.
Review the calculation before a payout, then use payment status and commission reports to see which amounts are still outstanding.
Change the sample fee and percentages. See the amounts update, approve the breakdown and record a simulated payment.
Client: Jason Parker · Preparer: Ashley
One fictional record. This example does not upload or import a real file.
Total: 100% · All of the fee is allocated.
Illustrative commission amounts only. No tax, refund, bank-product or processing charges are modeled here.
No money moved. The record demonstrates how earned amounts and payment status can be reviewed separately.
Start with the pulsing button. You can reset and try a different commission structure.
Interactive sample · No real fees are imported, no payment is sent and no commission account is created. Sample progress is saved in this browser tab.
Deliver each person’s payment directly to their connected bank account. Give your users a custom My Pay Hub URL where they can receive payments and review detailed earnings and payout reports.
Commission Center connects with Stripe for secure payment processing and fund management, supporting direct payouts to your users’ connected bank accounts.
Each person connects their bank account for payouts. Their allocated payment is delivered to their own account, with payment activity available for review.
Give your users one familiar link for receiving payments, checking their earnings and reviewing in-depth reports.
Control what each level can see. Configure access to earnings, fees, payout activity and reports to fit your office and payment hierarchy.
Set up unlimited offices and pay structures. Use different payment arrangements for different people or levels, while keeping the rules and reports together.
Bank connection and payout setup are required. Review the live service’s payment status for processing and delivery.
See office payouts, then open an office to review each preparer’s percentage and amount received.
Select an office name to see its manager or team leader and preparer payouts.
| Recipient / office | Gross earnings | Fees | Net payout | Bank status |
|---|
Illustrative allocation: percentages apply to the office’s net payout after fees and total 100% within each office. Individual payouts are included in the office total, not additional payments. You configure your own pay structures and visibility.
Watch how fee records, individual percentages, shared splits and payment tracking come together.
Watch the overview, then try the sample workflow on this page.
Add Commission Center to Free Basic, Premium, Office Team or Tax Office Plus. It is an optional service with separate pricing, so you can keep the plan that fits your day-to-day office work.
Yes. Commission Center is an optional add-on available with any TAAX plan, including Free Basic, Premium, Office Team and Tax Office Plus. It is purchased separately from the base subscription.
Unlimited users can access your custom My Pay Hub URL to receive payments and view the reports you make available to them. You control what each level can see.
No. Commission Center works alongside your existing tax software through fee-data imports. Discuss your export format and the required fee, client and preparer fields with our team during setup.
Yes. Configure individual percentages to match each person’s role or working arrangement. Review the resulting shares before recording or sending payments.
Yes. A single preparation fee can be split across the people involved in the work. The example above also shows separate office and service-bureau shares.
Payments are delivered directly to each recipient’s connected bank account. Each person completes bank-account setup, and payout activity can be reviewed through My Pay Hub.
Your custom URL gives users a place to receive payments and see in-depth earnings and payout reports. You control what information each level can view.
Yes. Pay by percentage or a set amount, and configure additional fees such as transaction and membership fees in your pay structures.
No. Set up unlimited offices and pay structures for preparers, office teams and service bureaus. Configure payment arrangements and visibility for each level.
Bring your fee records, team structure and commission rules. We’ll help you explore the right setup.