I am still in the trial period, but my club has committed to transferring our books (done by hand by me for the last 16 years) to online accounting through Bivio. I have entered last year's data, and so far everything matches what I did by hand very closely. However, I have two questions.

First, we have always taken our Better Investing club and individual dues through our books. Everyone has paid in, and then we have written a check for the whole amount to BI. I have since read that we should have each person write a check directly to BI and bypass our club account, so that they can just take their portion directly off of their taxes. However, since we have not done that this past year, how do I enter the money that came in? I have entered the money paid out and it shows up appropriately on the tax forms as an expense, but the money coming in is showing up as income for the club, which negates the expense deduction then.

Second, is it possible to e-file through Bivio, both for Federal and state taxes? Wisconsin has now implemented a requirement that we e-file our taxes, yet when I look at the tax forms that are generated on Bivio, it seems as though we just print them out and submit them as we always have, and I only see Federal, not state. So actually, I guess I have a third question also, which is where do I find the state forms?

Thanks, from a novice Bivio user,
Sue

I also echo Susan's question: when is bivio going to support
state taxes like Wisconsin. Also when is Bivio going to
support online filing of both federal and state returns.
Thanks. Frank