Referral Program:
Earn 10% of Every Filing You Send Us
The short answer
Refer a business to TaxFormHero and you earn 10% of what they pay to e-file. They separately get 10% cash back on their first filing, so your reward is not taken out of their discount. There is no cap on referrals and no cost to join. The 10% is calculated on the e-filing payment only — add-ons such as TIN matching, print and mail, e-delivery and state filing are not included.
How it works
Send us their email
Fill in the form below with your details and the email address of the business you are referring. You do not need a TaxFormHero account to take part.
They file
We get in touch with them. When they complete their first filing, 10% cash back goes to them automatically.
You get paid
Once their first filing is paid for, your 10% share is worked out on that payment and sent to you. Refer as many businesses as you like.
What each side gets
| You | The business you refer | |
|---|---|---|
| Reward | 10% of their e-filing payment | 10% cash back on their first filing |
| When | After their first filing is paid for | On their first filing |
| Cost to take part | None | None |
| Limit | No cap on referrals or earnings | One cash-back per new business |
| Account needed? | No | Yes, to file |
| Counts towards the 10% | E-filing payments only. Not TIN matching, print and mail, e-delivery or state filing add-ons. | |
If you have an audience rather than a colleague
The program above is built for one-to-one referrals — an accountant telling a client, a business owner telling another. If you publish to a list, a channel or a following, a partner discount code usually works better: your audience gets a percentage off at checkout by entering a code or following a link, with no form to fill in and nothing to wait for. Tell us about your audience on the contact page and we will set one up.
Refer a business
Add-on payments are not included in the referral program.
Referral program questions
How much do I earn for a referral?
You earn 10% of what the business you referred pays to e-file. The person you refer separately receives 10% cash back on their first filing, so the reward does not come out of their discount.
Is there a limit on how many businesses I can refer?
No. There is no cap on the number of referrals or on total earnings, and no cost to take part.
Do add-ons count towards the referral payment?
No. The 10% is calculated on the e-filing payment only. Add-ons such as TIN matching, print and mail, e-delivery and state filing are excluded.
When do I get paid?
After the business you referred completes and pays for their first filing. A referral that never files does not generate a payment, because the 10% is a share of something actually paid.
Do I need a TaxFormHero account to refer someone?
No. Submit the form above with your details and the email address of the person you are referring. You do not have to be a customer to take part.
I have an audience rather than a colleague. Is there something different?
Yes — a partner discount code. Your audience gets a percentage off at checkout by entering the code or following a link, with nothing to fill in. Ask us about a partner code.