An annual audit of your club's records helps everyone in the club know your clubs records are correct. Accurate records are an important part of ensuring your tax reporting is correct and your club ownership is being tracked properly.

NEW! You can register NOW to attend the January 10, 2026 bivio Audit Party Webinar at 1:00 PM EST!

REGISTER HERE

These are the current forms that includes the steps and instructions you should follow to do an audit for tax year 2025. Audit Form(.pdf),Audit Form(.docx)

You need to do a club audit prior to preparing your club's tax forms. The video below from last year, January 2025, will show you how.

You can download a PDF of last year's January 2025 Audit Presentation Handouts HERE

Ready to do Taxes?

• Return to tax preparation page
• How to prepare your investment club taxes

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