PTIN Payout Calculator

SD Xclusive PTIN Payout Calculator

Take the guesswork out of calculating your tax preparers’ payouts!

Designed for EROs and service bureaus, this easy-to-use spreadsheet calculates each preparer’s earnings and your office’s share. Simply enter the preparer’s name, client’s name, last four SSN digits, preparation fee, and split percentage.

What’s included:

• Split options from 50% to 90%
• Automatic preparer payout and office-share calculations
• Space for 500 client entries
• Summary totals for up to 100 preparers
• Blank calculator and a filled-out example

Downloadable Excel (.xlsx) files. Microsoft Excel recommended. Digital product no physical item will be shipped.