Commissions & Payouts
Configurable commission structures, automatic calculations, and direct bank payouts to your preparers — all without spreadsheets.
Commission Structure
GoRefer supports flexible commission models to fit any firm's compensation strategy.
| Type | Description |
|---|---|
| Standard Rate | A flat percentage or dollar amount paid per completed referral |
| Tiered Rate | Commission percentage increases as preparer reaches volume thresholds |
| Per-Preparer Override | Custom rate for a specific preparer, overriding the standard rate |
| Bonus Configuration | One-time or recurring bonuses triggered by specific events or milestones |
| Recruitment Bonus | A bonus paid when a preparer successfully recruits a new team member |
Setting Up Commission Rates
- 1
Navigate to Commissions → Standard Rates
Set your default referral commission rate as a percentage of the service fee or a flat dollar amount.
- 2
Configure Tiers (Optional)
Set up volume-based tiers: e.g., 10% for the first 10 referrals, 12% for 11–25, 15% for 26+.
- 3
Set Per-Preparer Overrides (Optional)
In a preparer's profile, override their commission rate for special arrangements or senior staff.
- 4
Add Bonus Configurations
Create bonuses for events like "first 5 referrals in a month" or "100 total referrals".
How Commissions Are Calculated
When a referral is marked as Completed, GoRefer automatically calculates the commission using the applicable rate for that preparer. All calculations are logged and auditable.
- Calculation happens automatically on status change
- Bonuses are applied if qualifying criteria are met
- Commission history is visible to both preparers and admins
- Dispute resolution tools for contested commissions
Payout Processing
Preparers connect their bank accounts via a secure payout setup. Commissions are paid out in batches on your configured schedule — weekly, bi-weekly, or monthly.
- Preparers connect their bank account through a secure, guided flow
- Configure minimum payout threshold (e.g., $50 minimum)
- Automatic payout batches on your schedule
- Manual payout batches for immediate payment
- Detailed payout statements for each preparer
- Tax year summaries for preparer earnings (1099 support)
All payments are processed through a secure, industry-standard payment infrastructure. GoRefer never stores bank account details directly.
Reconciliation
The reconciliation dashboard lets you match commissions against actual payments received, identify discrepancies, and ensure your books are always accurate.
- Match completed referrals to received payments
- Flag unmatched or disputed entries
- Export reconciliation reports
- Monthly close-out workflow
Payout Batches
View and manage every payout batch — see which preparers are included, the total amount, and the status of the transfer.
| Status | Meaning |
|---|---|
| Pending | Batch is created, payment not yet initiated |
| Processing | Payment is in transit |
| Paid | Funds have been delivered to preparer accounts |
| Failed | Payment failed — check account details |