For clubs importing their NAIC data into bivio, please let us know if you find discrepancies in your data after import. Typically this is a result of the data conversion process and we can fix the error and resolve the discrepancies. If you run into ...
I have printed out the individual full withdrawl in cash forms for our members who left the club and were paid off in Jan. 2005. Where do I print out a copy of the IRS form to give these members to use with their 2005 ...
I have used CA2 and have used naic accounting for 10 years and am trying out Bivio. I don't find a cash journal. What do you use to find errors between your valuation statement and the brokerage account.
I am trying to get all the stuff I need for the annual audit. Does anyone out there have any suggestions about how they do the audit and what reports I need? I see that last year's audit went over the Cah journal listing. That ...
Hi everyone, A club member and I are heading for the NAIC Iowa Education Fair this weekend. We were asked to providing "dueling director" stock reports. I just uploaded complete reports to our Crow River website, if you are interested. Go to www.bivio.com/crowriver/files and click ...
I know this is probably a dumb question, but do I file the K1's with the federal 1065. I cannot remeber if I just send in the 1065 and attachements, and include copies of the k1's or not. Steve
No, you do not have to submit forms that do not contain data. Ira Smilovitz In a message dated 3/6/2006 6:19:01 P.M. Eastern Standard Time, cpapke@bivio.com writes: The documents that appear when I click on "Download Club's Complete Tax Documents" are Form 1065, a K-1 ...
The documents that appear when I click on "Download Club's Complete Tax Documents" are Form 1065, a K-1 and instruction page for each member, and the attachment for Schedule K line 13d. However, when I check the "Expert Tax" box, additional forms appear in a ...
I have tried to sell all the shares in a particular DRIP and they will not sell without a partner resolution giving me authority to do so. What exactly are they talking about?
Tried to get some support on a few transaction-related matters the last few days. Getting the busy-with-tax-season excuse in lieu of any results. Understandable, but wouldn't mind a reasonable rate hike to cover seasonal hiring. Thoughts?
We have disabled email forwarding through @bivio.com aliases for users (not clubs) from non-bivio addresses. This will eliminate most of anonymous spam. You may still get spammed from viruses, if one of your club members gets a virus on his or her machine. If you ...
Our club held 48.15214 shares of MBNA. In the merger, we received 24 shares of BAC, $198.62 cash, and $5.54 cash in lieu of fractional share. How should this be recorded in Bivio? Thanks, Jan Penland