Referral

With the 1040.com referral program, you were able to provide a custom link to those individuals who wish to prepare their own taxes using 1040.com. As a referrer, you receive a percentage of the tax preparation fee from each paid return referred from your account based on your level.

• Referrer

  • 20% revenue sharing

  • Available to preparers who purchased the 2025 PPR version of Drake Tax.

• Affiliate

  • 80% revenue sharing

  • Available to preparers who purchased the 2025 Unlimited version of Drake Tax Pro or Drake Tax 1040.

The referral fee is calculated as a percentage of the tax preparation fee paid by the taxpayer and does not include any other fees paid by the taxpayer for other products or services offered.

To qualify for a referral fee payment, you must have a minimum of five returns successfully filed and paid through your referral link during the applicable filing year. If you have four or fewer returns filed and paid by the April 15 deadline, you do not qualify to receive the first payment. If you reach at least five returns by the October 15 deadline, you are eligible to receive payment for each of the returns filed during the season.

• Example 1: You have ten returns filed and paid through your referral link by April 15, 2026. You will receive payment in the first round of payments in May for the ten returns. You have two returns filed and paid between April 16, 2026, and October 15, 2026. You will receive a referral fee payment for two returns in the second round of payments in November.

• Example 2: You have three returns filed and paid through your referral link by April 15, 2026. You will not receive payment in the first round of payments in May. You have two returns filed and paid between April 16, 2026, and October 15, 2026. You will receive a referral fee payment for all 5 returns in the second round of payments in November.

Reports

An Affiliate Dashboard that tracks activity and revenue is available. Log in to the Drake Software Support website and select Account > DIY Referrals. Scroll to the bottom of the screen, where you can select from the available Affiliate Reports.

• Account Sign ups - how many taxpayers signed up for 1040.com through your link.

• Completed Returns - how many of those taxpayers completed their returns online.

• Revenue - summarizes the annual revenues Drake has collected and transmitted to you.

  • This report displays only revenues that Drake has disbursed to you.