Audit Form Update Ready

Our Audit form has been updated to use for doing your 2018 tax year investment club audit.

You can find a link to it on our help page. It is available in both PDF and Word formats.

Help Page

January 12 and 13 is audit party weekend. We'll be doing a Webinar showing you exactly how to do each step on January 12 at 2PM Eastern Time.

Register now to join us:

Audit Webinar Registration

Don't forget, you want to make sure your bivio records are correct before using bivio to prepare your 2018 investment club taxes. Doing this audit is an important part of making sure that is the case.

Laurie Frederiksen
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