2011 Investment Club Tax Information
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2011 Tax Information

Just a reminder that everyone who has a current bivio subscription will be able to prepare 2011 taxes for their club without having to buy any extra tax programs. The bivio tax program will be available on your club site in mid February, as soon as the forms are finalized and you've received the 1099's you need to complete them.

Here's an overview of what to expect during tax season and a few things you might want to address before the end of calendar year 2011.

Getting Ready For Tax Season Webinar

January is a good time to verify the accuracy of your club records. If they're all in shape, doing your taxes will be a very quick process. All you'll need to do is answer a few questions and all the forms you need will be generated automatically from the information you've kept in bivio.

To make sure your records are correct, we suggest you do an audit in January. To help you get in the spirit, we've declared the weekend of January 21 and 22nd Audit Party Weekend. We'll run 2 webinars describing how to do an audit and we'll be available all weekend to answer questions you might have as you go through the steps on your own records. Put this important task on the calendar and have fun with your club and us doing it together!

Past Audit Party Weekend participants have been glad they came. Here are some of their comments:

  • "Although our club has done annual audits since its inception, the Audit Form and webinar were very helpful in breaking the audit process down into small, manageable steps, with detailed explanations and information for each step. In addition, I found several of the questions and answers to be thought-provoking. Thank you for producing this webinar."

  • "Very useful. I learned a lot about what our treasurer has to go through and how I can support her. The session was lively and well put together. I will watch for future ones. Thank you"

  • "Very informative, Audit form and Instruction packet is an excellent tool. Thanks".

Everyone is invited to attend Register Now!

Tax preparation webinars will be coming in February. Stay tuned for more details!

Enjoy your New Years Celebrations! We're looking forward to spending 2012 with you. Thank you for choosing bivio for your investment club!

Your friends at bivio

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