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Access for Withdrawn member
We had a member withdraw during 2011 and it shows Withdrawn
on his member page. Will he still have access to our bivio
tax return so he can download his K-1?
On Sun, Feb 26, 2012 at 2:11 PM, Charles Stephen Foster wrote:
We had a member withdraw during 2011 and it shows Withdrawn
on his member page. Will he still have access to our bivio
tax return so he can download his K-1?

Dear Charles,

When you enter a withdrawal for a member, the final question you are asked is whether to allow them to continue to have access to your club site. If you did not respond yes to this question, their access is closed out when they withdraw.

In that case, you'll have to email or print out and snail mail their tax information to them.

--
Laurie Frederiksen
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www.bivio.com

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I don't remember how I answered that question about the
withdrawn member. Is there any way to tell on the members
page?
On Sun, Feb 26, 2012 at 3:37 PM, Charles Stephen Foster <foster.911@sbcglobal.net> wrote:
I don't remember how I answered that question about the
withdrawn member. Is there any way to tell on the members
page?

If it says "withdrawn" next to their name on the Roster, they no longer have access.

You might need to check the "Show Withdrawn Members" box at the bottom of the page to see this.


--
Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivio
Thanks, Laurie. It does say withdrawn, so I'll just send
him a copy of the K-1 forms including state (K-1 565).