Tax returns

Linda Wiltse on

I would like to prepare and file the tax return using Lacerte's tax program so I can e-file the return. Since we have over 50 members it is too much to paper file the return. Do you have any method of exporting the tax info in Bivio into a tax program? If I manually enter the information, I am not sure how the program will handle the tax allocations per partner since we have some new members and others who withdrew, and everyone contributes different amounts each month. Does anyone have any experience with tis situation?

Laurie Frederiksen on

Dear Linda,

There is no way to directly export bivio information into another program. It seems though, that you could prepare the club taxes using the bivio program and then you'd have all the data you needed to look at and input into the other program if you want to e-file.

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
Follow Us on Google+

Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe

On Sat, Dec 21, 2013 at 2:03 PM, Linda Wiltse <wiltse@optonline.net> wrote:

I would like to prepare and file the tax return using Lacerte's tax program so I can e-file the return. Since we have over 50 members it is too much to paper file the return. Do you have any method of exporting the tax info in Bivio into a tax program? If I manually enter the information, I am not sure how the program will handle the tax allocations per partner since we have some new members and others who withdrew, and everyone contributes different amounts each month. Does anyone have any experience with tis situation?

Mail