How the Referral Reward Works
Three transparent steps from sending your unique invite link to receiving rewards in your client wallet.
Share Your Unique Invite Code
Sign into your client portal to copy your customized referral code or link. Share it via WhatsApp, LinkedIn, email, or company internal channels with coworkers and friends filing US taxes.
Your Friend Saves $25 Instantly
When your referred contact registers using your link, an automatic $25 promotional discount is applied immediately to their preparation invoice at checkout.
You Receive $25 in Your Wallet
The moment their tax return is completed and transmitted to the IRS via MeF, a $25 reward is automatically credited to your UniFinTax wallet. Use it for next year's return or request cash out.
See How Much You Can Earn
Move the slider to estimate your wallet credits based on the number of friends or colleagues you refer.
Eligible Services & Payout Terms
All major US federal, nonresident, and business tax filing packages qualify for referral rewards.
| Service Package | Target Filing Persona | Friend Discount | Your Wallet Reward |
|---|---|---|---|
| US Resident Return (Form 1040) | Citizens, Green Card holders, H-1B / L-1 residents | $25.00 Off | $25.00 Cash Credit |
| Nonresident Return (Form 1040-NR) | F-1 Students, OPT, J-1 Scholars, Canadian/Indian expats | $25.00 Off | $25.00 Cash Credit |
| FBAR & FATCA Foreign Reporting | Clients with Indian NRE/NRO, mutual funds, or foreign accounts | $25.00 Off | $25.00 Cash Credit |
| ITIN Application (Form W-7 with CAA) | Spouses on H-4, children, and foreign dependents | $25.00 Off | $25.00 Cash Credit |
| Business Entity Filing (1120-S / 1065) | Partnerships, Multi-Member LLCs, S-Corporations | $50.00 Off | $50.00 Cash Credit |
No Reward Expiration
Credits accumulated in your client wallet remain active indefinitely. You can save them for next tax season or accumulate credits across multiple tax years.
Cash Out to Bank / PayPal
Prefer cash over filing credits? Once your wallet balance reaches $50 or more, submit a one-click electronic payout request to your US bank account or PayPal.
Automatic Checkout Sync
When your referred colleague clicks your link, their browser automatically stores your referral code. The $25 discount is deducted directly from their final preparation fee.
Unlimited Referral Volume
There is no cap on the number of coworkers, student cohorts, or relatives you can introduce. Refer 10 colleagues and earn $250.00 directly.
Referral Program Inquiries
Common questions regarding payouts, eligibility, and tracking your referrals.
When is the $25 reward credited to my wallet?
Rewards are approved and deposited into your client wallet as soon as your referred contact completes payment and their tax return is formally accepted by the IRS via our Modernized e-File (MeF) transmission system.
Can I refer colleagues if I am on an F-1 OPT or H-1B visa?
Yes! Any registered client can participate in the referral rewards program. Credits can be applied against your own return or withdrawn electronically without impacting visa status.
How do I check who has used my referral link?
Sign into your client portal and navigate to the Referral Wallet section. You will see a real-time ledger listing your referred clients, their current filing stage (Registered, In Progress, or Completed), and your earned credits.
What if my friend forgot to use my link during registration?
If your friend registered directly without clicking your link, they can simply message our support specialist via the client portal within 7 days of signup and mention your referral code. Our team will manually link their case to your wallet.
Ready to Start Sharing UniFinTax?
Log into your client portal to grab your personalized invite link, or register a free account to join the program in under two minutes.