Whether you file Form 8027 depends on employee hours across all your restaurants, not just tipped staff. We prepare the 8% allocation and the form, built line by line from the IRS Form 8027 instructions.
TipCompliance prepares your tip figures and Form 8027. Your payroll provider files the W-2s, and you or your CPA review and file the 8027. We're the tool, not the filer.
Form 8027 and the 8% allocation, prepared for you to review and file.
Join the betaAdd Form 8027 as a service for your restaurant clients.
See the partner programWhether you prepare it by hand, hand it to your accountant, or are checking for the first time, there's an easier way.
Form 8027 is easy to overlook and tedious to get right.
Counted in hours (more than 80 a day), across all your restaurants, tipped or not.
The W-2 now reports cash tips and an occupation code. Form 8027 adds a question on voluntary tip programs and moves to IRIS for e-file.
No spreadsheets. No manual math.
Import tip records by CSV from your POS or payroll export, and enter sales for each establishment.
TipCompliance runs the IRS 10-employee test, checks reported tips against the 8% line, and works out the allocation across your directly tipped employees.
Download a review-ready Form 8027 PDF and the W-2 Box 8 file for payroll. From 2027, IRIS is the IRS's only e-file system for Form 8027. Ask us about e-file.
The 2026 W-2 reports total cash tips (Box 12, code TP) and each tipped employee's Treasury occupation code (Box 14b), alongside allocated tips in Box 8.
When an allocation is due, we produce each employee's Box 8 amount as a file your payroll can use.
Map each tipped role to the Treasury's published occupation-code list.
Purpose-built for restaurant tip reporting.
A filled, review-ready Form 8027 for each establishment.
Run the IRS worksheet to see whether you have to file.
Works out the shortfall allocation and exports each employee's W-2 Box 8 amount.
Checks reported tips against the 8% line and shows any shortfall.
Every Form 8027 saved, with its date, ready to download.
Pull tip and sales data straight from your POS.
See every location's Form 8027 status in one place.
Spot a shortfall during the year, not at filing time.
Map each tipped role to the Treasury's published code list.
Send Form 8027 to the IRS from the app.
Tell us which you need first when you join the waitlist.
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Know a CPA who works with restaurants? Tell them about our partner program →
Prepare Form 8027 for the restaurant clients whose returns you already handle, or introduce us to the firms that serve them.
Get ready for the 2027 filing season. Join the beta waitlist and see Form 8027 prepared from your own tip data.
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