How To Do Your Investment Club Audit
Stay safe and warm and get started on taxes! | |
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Your 2020 investment club tax forms need to be filed by March 15, 2021. You won't be able to complete them until you get your 1099 forms in February but you can get most of the work done now. The first step in preparing correct taxes is auditing your club records. Correct bivio records are needed to produce correct tax filings. Once you've done an audit and verified that, your tax preparation will go very quickly in February. Join us for audit party weekend, January 9 and 10, 2021. It's the perfect time to do your investment club audit. You'll be inside and warm. Fortunately bivio is online so you can do the audit with your club on Zoom as you stay socially distanced and safe. We're doing a webinar on January 9 at 1PM Eastern time where we'll show you how. We'll also be available all weekend to help you resolve any issues you find. Many club members have told us they find the audit process very enjoyable. You shouldn't have any problem finding enough helpers, and a Zoom cocktail party to celebrate when you are done is certainly in order. So put it on the schedule, get this important annual task accomplished and have some fun to boot! Don't forget that everyone who is a member of an investment club is responsible for making sure that correct taxes are filed. It's online, it's free and everyone is invited but space is limited. Looking forward to spending some time with you! PS. Don't pay any attention to emails from others encouraging you to buy a "Tax Printer". If you have an active bivio subscription, you have nothing extra you need to purchase when it's time to prepare your Federal taxes! | |
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This webinar is the second of 3 webinars we give to help make sure you know everything you need to prepare your investment club taxes. The final one will be in February and will go through all the details of getting your tax forms filled in:
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Upcoming Tax Webinars