2025 Tax Program Now Available!

Walter Allchin on

Rebecca, Bud Allchin here regarding Greedy Shareholders.I was curious as to the infrequent notifications/emails that I normally receive when members deposit money. In the past when members deposited money I would receive an email which alerted me to open Bivio and identify which member deposited money. Recently, beginning with the software change, I have not been notified on my personal email on certain deposits? Can this be corrected? Thanks much.
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From: "Rebecca Kruse" <kruse@bivio.biz>
Reply-To: <club_cafe@bivio.com>
To: <club_cafe@bivio.com>
Sent: February 19, 2026 at 4:39 PM EST
Subject: [club_cafe] 2025 Tax Program Now Available!

The bivio 2025 tax program is ready for clubs to prepare and e-file their 2025 IRS tax return. E-filing is quick, easy, secure and already included with your bivio subscription.

NEW - Minnesota is added to the list of included states. This year bivio offers e-filing for 2025 state tax returns for all of these included states: CA, CO, MN, NJ, NY and PA with a bivio Preferred or ActivePartnership(TM) subscription.

You can also e-file a Federal extension with the IRS in bivio. We recommend filing an extension as a safety net for all clubs, especially those clubs who aren't planning to opt out of CPAR. Filing an extension allows your club time to submit or resubmit your tax return up to September 15, 2026.

Don’t forget - your club can e-file a superseding or amended return with the IRS using bivio if your club needs to correct a 2023, 2024 or 2025 return. The return must have originally been e-filed using bivio and your club opted out of CPAR. Contact support@bivio.com with questions, even if your club doesn't qualify.

NEW - The 2025 bivio tax season webinars offer detailed directions for preparing your club's taxes. Find them at bivio.com/club_cafe

Get started now!

Your 2025 investment club tax forms need to be filed by March 16, 2026.

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