Preparer Commission Report
Desktop · Written guide Content date 1 min read
On this page
Offices that use a commission-based structure to pay preparers can run this report to display commission totals by preparer.
The report calculates commissions on amounts paid on returns, thus for a return that has either not been fully paid or has been overpaid, there will be a difference in the fees showing on this report and the fees showing on other reports.
Setting Rates for Preparers
To setup commission rates for a preparer, from the Quick Menu of Tax Processors Plus Desktop select:
- Configuration
- Firm / ERO / Preparer Setup
- Preparer(s) Menu - Select the preparer.
- Edit any of the following as desired:
- Preparer Prep Fee Commission %
- Preparer E-file Fee Commission %
- Preparer Doc Prep Fee Commission %
Printing the Preparer Commission Report
To print the Preparer Commission Report, from the Quick Menu of Tax Processors Plus Desktop select:
- Reports
- Preparer Commission Report - Select the desired payment date range and the desired preparer code range.