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In preparation for submitting our club tax statements ( I am
the President and do the taxes) Two of our stocks show a
greater quantity in Bivio than in our stock statements. How
can I correct this in order to submit our tax forms?
On Sat, Feb 25, 2012 at 5:26 PM, Jim Dunston wrote:
In preparation for submitting our club tax statements ( I am
the President and do the taxes) Two of our stocks show a
greater quantity in Bivio than in our stock statements. How
can I correct this in order to submit our tax forms?

Dear Jim,

If you see something like this, you should review all the transactions for these stocks that you have entered in bivio. Edit or delete any that are incorrect so that your records are reconciled with your brokerage records. It is important to do this prior to preparing or filing any taxes.

You can easily see all the transactions for a particular security by going to Accounting>Investments and clicking on the Stock name.


--
Laurie Frederiksen
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