Is the tax software available? I went to the Taxes page on bivio and the year has changed at the top of the page but isn't opening anything but information.
Colleen Goings
Women of Wauneta
Laurie Frederiksen on
Hi,
The tax program will be released soon. I will let you know when I have a specific date.
If you already have your 1099, you can get started now with the first three steps which are:
1. Do an audit to verify your club information is correct in bivio:
2. Check your dividends reported on your 1099-DIV against the bivio 1099-DIV review report you can find on the Accounting>Reports page.
3. Check your capital gains and losses on your 1099-B against the bivio 1099-B review form you can find on the Accounting>Reports page.
That is the most time consuming of the tax prep process. If everything checks out correctly in the steps above, you'll be able to do your club taxes in a few minutes when the program is released.
Laurie Frederiksen Invest with your friends! www.bivio.com
Is the tax software available? I went to the Taxes page on bivio and the year has changed at the top of the page but isn't opening anything but information.
Colleen Goings
Women of Wauneta
dial on
Hang in there
Diane
From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of Laurie Frederiksen Sent: Wednesday, February 17, 2021 9:09 AM To: The Club Cafe <club_cafe@bivio.com> Subject: Re: [club_cafe] Tax software?
Hi,
The tax program will be released soon. I will let you know when I have a specific date.
If you already have your 1099, you can get started now with the first three steps which are:
1. Do an audit to verify your club information is correct in bivio:
2. Check your dividends reported on your 1099-DIV against the bivio 1099-DIV review report you can find on the Accounting>Reports page.
3. Check your capital gains and losses on your 1099-B against the bivio 1099-B review form you can find on the Accounting>Reports page.
That is the most time consuming of the tax prep process. If everything checks out correctly in the steps above, you'll be able to do your club taxes in a few minutes when the program is released.
Laurie Frederiksen Invest with your friends! www.bivio.com
Is the tax software available? I went to the Taxes page on bivio and the year has changed at the top of the page but isn't opening anything but information.
Colleen Goings
Women of Wauneta
Linda GBlay on
Probably about 1/2 an hour. I'm
not certain the program will be
ready Wednesday but we could try.
Dies another day work better?
Linda
Sent from my iPhone
On Feb 17, 2021, at 8:37 AM, Diane Ellison via bivio.com <user*22442300001@bivio.com> wrote:
Hang in there
Diane
From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of Laurie Frederiksen Sent: Wednesday, February 17, 2021 9:09 AM To: The Club Cafe <club_cafe@bivio.com> Subject: Re: [club_cafe] Tax software?
Hi,
The tax program will be released soon. I will let you know when I have a specific date.
If you already have your 1099, you can get started now with the first three steps which are:
1. Do an audit to verify your club information is correct in bivio:
2. Check your dividends reported on your 1099-DIV against the bivio 1099-DIV review report you can find on the Accounting>Reports page.
3. Check your capital gains and losses on your 1099-B against the bivio 1099-B review form you can find on the Accounting>Reports page.
That is the most time consuming of the tax prep process. If everything checks out correctly in the steps above, you'll be able to do your club taxes in a few minutes when the program is released.
Laurie Frederiksen Invest with your friends! www.bivio.com
Is the tax software available? I went to the Taxes page on bivio and the year has changed at the top of the page but isn't opening anything but information.