It's almost time to prepare your 2023 investment club taxes. Join us for a webinar on Tuesday, Feb. 13, 2024 at 8:00 PM Eastern Time and we'll show you how.

You'll see how easy it is to use bivio to e-file your club's federal return with the IRS, and, NEW for 2023, California state returns will be e-filed too!

We'll go through all the steps you should follow to use the bivio tax program. You'll see how to do a comparison of your 1099 information with bivio and make any last minute adjustments, what the tax interview looks like, what forms you'll be preparing and how to review them, and how to file your forms. And you will learn about the new reporting requirements that some clubs will face.

If you've never done taxes or you'd just like a refresher, you're sure to find this helpful.

It's free and everyone is invited but space is limited, so:

You can't prepare correct taxes if you don't know your bivio records are correct. Here's a link to our recent webinar on conducting a club audit. You'll also find a link to our audit form on this page.

How To Do An Investment Club Audit

2023 Tax Season

Are your club members asking when their tax forms will be ready? Point them to this page:

2023 Tax Season Information

Don't Forget - Taxes Due March 15, 2024

Investment club taxes need to be filed by March 15, 2024. It's quick and easy to E-file with bivio! Then members can download their tax documents from your club in time to file their personal returns by April 15.

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