Pricing
Start free. Upgrade for every employee, the W-2 box 8 CSV and the Excel workbook. Your data stays on your device on every plan.
Free
- Import any number of employees
- Form 8027 lines 1–8 and every check
- First 5 employees itemized on screen and in print, with a footer
- No signup, nothing uploaded
7-day pass
- 7 days of Pro, no subscription
- Every employee, printed with no footer
- W-2 box 8 CSV, period CSV, Excel workbook
- For W-2 and Form 8027 season
Pro Monthly
- Every employer, every client
- Check tips every payroll period
- All exports
- Cancel anytime
Pro Yearly Best value
- Everything in Pro
- Period checks and filing season
- Costs less than 4 months of monthly
Prices in USD. Secure checkout and sales tax handled by our payment partner. Already bought? Enter your license key.
FAQ
Do I need an account?
No. Pro is unlocked with a license key you receive after checkout. Paste it into Allotip once on each browser you use.
Is it priced per employee or per client?
No. One Pro license covers every employer and client while it's active, which suits bookkeepers and accountants.
Can I cancel?
Yes. Cancel monthly and yearly plans anytime from the customer portal link in your receipt, and Pro stays active until the end of the paid period. The 7-day pass never renews.
Do you offer refunds?
If Allotip can't read your tips file or computes an allocation incorrectly, contact us within 14 days of purchase for a full refund.
What does Allotip do?
It reads tips, sales and hours by employee from a POS or payroll export, totals Form 8027 lines 1–8, and allocates tips the way the Form 8027 instructions describe when reported tips are below 8% of gross receipts — giving the W-2 box 8 amount for each directly tipped employee. It doesn't run payroll and doesn't file anything.
Is my data uploaded?
No. Your file is read by JavaScript in your browser tab and never sent to us or anyone else. The data isn't stored, so closing the tab clears it. Your settings (year, method, rate, period, employer name) can be saved in this browser.
Which files can I use?
CSV, tab-separated or Excel with one row per tipped employee per payroll period: employee, period end, tip type (direct or indirect), gross receipts and/or hours, and tips reported (or cash and charged tips). Charge receipts, charged tips and service charges are optional. Download the template to see the layout.
What's free?
Importing any number of employees, Form 8027 lines 1–8 and every check, plus the first 5 employees itemized on screen and in print (with a footer). Pro itemizes every employee and exports the W-2 box 8 CSV, the allocation-by-period CSV and the Excel workbook.
Do I have to file Form 8027?
Only if you operate a large food or beverage establishment: food or drink consumed on the premises, tipping customary, and more than 10 employees on a typical business day in the previous year by the instructions' hours test. Allotip doesn't decide that for you — read the instructions.
What isn't covered?
E-filing (use paper or an IRIS filer), the good-faith agreement method (line 7c), multiple establishments in one file (run each separately), and box 12 code TP or occupation codes (confirm those in payroll).
Is this tax advice?
No. Allotip applies the steps in the 2026 Instructions for Form 8027 (October 8, 2026) to the data you provide. Ask your tax adviser or payroll provider what applies to you.