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.

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

Download the new Audit Presentation handouts HERE

You need to do a club audit prior to preparing your club's tax forms. The brand new video below will show you how.

Ready to do Taxes?

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