Tax form question

Linda on

I think you are all being a bit paranoid. I work in a tax practice and we enter SS numbers all the time in our tax program.

You will cause far more problems if you make a mistake by manually writing in the numbers each year.

Linda

Sent via the Samsung GALAXY S(R)4, an AT&T 4G LTE smartphone

-------- Original message --------
From: Jednotakid@comcast.net
Date: 02/22/2016 8:53 PM (GMT-05:00)
To: club cafe <club_cafe@bivio.com>
Subject: Re: [club_cafe] Tax form question

To put the SS numbers on the forms sent to the iIRS with Bivio? We have 30 members

this could take a whole half hour. Wow this is a lot of work?? No way are we going to put those numbers on line.

when the largest companies in America have been hacked. No way is Bivio going to assure us there site is secure.

From: "ira smilovitz" <ira.smilovitz@gmail.com>
To: "club cafe" <club_cafe@bivio.com>
Sent: Monday, February 22, 2016 7:59:46 PM
Subject: Re: [club_cafe] Tax form question

Just realize that if you make a mistake entering an SSN or forget to include it, you are facing a penalty of $260/K-1 with an error. You can read about bivio's security practices and policy here: https://www.bivio.com/bp/Safe_And_Private.

Ira Smilovitz

On Mon, Feb 22, 2016 at 7:45 PM, <pbkirk@comcast.net> wrote:

We also have not entered the SSN into bivio. I hand write them in on the copies going to IRS. Each individual prints their own K1 off of bivio

Sent from my iPhone

On Feb 22, 2016, at 3:49 PM, bmasuo <bmasuo@comcast.net> wrote:

Thanks for sharing your process. I've been trying to think of efficient way of doing this.

Sent from my T-Mobile 4G LTE Device

-------- Original message --------
From: "A Hinds via bivio.com" <user*28730700001@bivio.com>
Date:02/22/2016 15:07 (GMT-08:00)
To: club_cafe@bivio.com
Cc:
Subject: Re: [club_cafe] Tax form question

I'm our club's longtime treasurer. I do not and have never stored anybody's SS# in bivio or anywhere else online. Maybe I'm paranoid, but I figure if the SS#'s aren't there, it's harder (maybe almost impossible) for thieves to steal them. If you have a good PDF program that will redact (or erase) the SS#s (and you're not paranoid like me!), follow Ira's suggestions. Otherwise, here's what I do...

When we're ready to prepare the club's federal and state tax returns, since I don't store SS#'s online, I manually enter the members' SS#'s, run the bivio program, and print the returns I'm going to submit. I then manually delete all the members' SS# from bivio. After that, I save an electronic copy of the federal return (which now has no SS#'s). From this "clean" file, I extract the individual K-1's and email them to the club partners.

I admit that this is more work than just storing the SS#'s online--you have to be especially careful to enter the SS#'s correctly--and I'm probably giving you far more information than you care to have.

From: "Gee, Norman" <Norman.Gee@LC.CA.GOV>
To: "club_cafe@bivio.com" <club_cafe@bivio.com>
Sent: Monday, February 22, 2016 1:01 PM
Subject: [club_cafe] Tax form question

Is it possible to generate a set of forms without the SSN that I can email to the individual members and later generate the same set to mail to the IRS and CA FTB?

rip west on

Hi Linda,

Couldn't agree more. Even with bivio, being the club accountant is a lot of work. Why make it harder? Putting ssno's on your personal computer also has risks, if you are being really paranoid. Does anyone have an instance where a ssno (or anything else) has been hacked from bivio?

Rip

From: club_cafe@bivio.com [mailto:club_cafe@bivio.com] On Behalf Of Linda
Sent: Monday, February 22, 2016 9:28 PM
To: club_cafe@bivio.com
Subject: Re: [club_cafe] Tax form question

I think you are all being a bit paranoid. I work in a tax practice and we enter SS numbers all the time in our tax program.

You will cause far more problems if you make a mistake by manually writing in the numbers each year.

Linda

Sent via the Samsung GALAXY S(R)4, an AT&T 4G LTE smartphone

-------- Original message --------
From: Jednotakid@comcast.net
Date: 02/22/2016 8:53 PM (GMT-05:00)
To: club cafe <club_cafe@bivio.com>
Subject: Re: [club_cafe] Tax form question

To put the SS numbers on the forms sent to the iIRS with Bivio? We have 30 members

this could take a whole half hour. Wow this is a lot of work?? No way are we going to put those numbers on line.

when the largest companies in America have been hacked. No way is Bivio going to assure us there site is secure.

From: "ira smilovitz" <ira.smilovitz@gmail.com>
To: "club cafe" <club_cafe@bivio.com>
Sent: Monday, February 22, 2016 7:59:46 PM
Subject: Re: [club_cafe] Tax form question

Ira Smilovitz

On Mon, Feb 22, 2016 at 7:45 PM, <pbkirk@comcast.net> wrote:

We also have not entered the SSN into bivio. I hand write them in on the copies going to IRS. Each individual prints their own K1 off of bivio

Sent from my iPhone

On Feb 22, 2016, at 3:49 PM, bmasuo <bmasuo@comcast.net> wrote:

Thanks for sharing your process. I've been trying to think of efficient way of doing this.
Sent from my T-Mobile 4G LTE Device
-------- Original message --------
From: "A Hinds via bivio.com" <user*28730700001@bivio.com>
Date:02/22/2016 15:07 (GMT-08:00)
To: club_cafe@bivio.com
Cc:
Subject: Re: [club_cafe] Tax form question
I'm our club's longtime treasurer. I do not and have never stored anybody's SS# in bivio or anywhere else online. Maybe I'm paranoid, but I figure if the SS#'s aren't there, it's harder (maybe almost impossible) for thieves to steal them. If you have a good PDF program that will redact (or erase) the SS#s (and you're not paranoid like me!), follow Ira's suggestions. Otherwise, here's what I do...
When we're ready to prepare the club's federal and state tax returns, since I don't store SS#'s online, I manually enter the members' SS#'s, run the bivio program, and print the returns I'm going to submit. I then manually delete all the members' SS# from bivio. After that, I save an electronic copy of the federal return (which now has no SS#'s). From this "clean" file, I extract the individual K-1's and email them to the club partners.
I admit that this is more work than just storing the SS#'s online--you have to be especially careful to enter the SS#'s correctly--and I'm probably giving you far more information than you care to have.
From: "Gee, Norman" <Norman.Gee@LC.CA.GOV>
To: "club_cafe@bivio.com" <club_cafe@bivio.com>
Sent: Monday, February 22, 2016 1:01 PM
Subject: [club_cafe] Tax form question

Is it possible to generate a set of forms without the SSN that I can email to the individual members and later generate the same set to mail to the IRS and CA FTB?

A Hinds on

The important thing is that each club gets to decide, and I'm glad that bivio allows that.

Our club is happy that I handle it this way. I have the time and don't find the extra work onerous.

The important thing is that each club gets to decide, and I'm glad that bivio allows that.

Our club is happy that I handle it this way. I have the time and don't find the extra work onerous.

From: rip west <ripwest8@gmail.com>
To: club_cafe@bivio.com
Sent: Tuesday, February 23, 2016 10:35 AM
Subject: RE: [club_cafe] Tax form question

Hi Linda,

Rip

I think you are all being a bit paranoid. I work in a tax practice and we enter SS numbers all the time in our tax program.

You will cause far more problems if you make a mistake by manually writing in the numbers each year.

Linda

Sent via the Samsung GALAXY S(R)4, an AT&T 4G LTE smartphone

-------- Original message --------
From: Jednotakid@comcast.net
Date: 02/22/2016 8:53 PM (GMT-05:00)
To: club cafe <club_cafe@bivio.com>
Subject: Re: [club_cafe] Tax form question

To put the SS numbers on the forms sent to the iIRS with Bivio? We have 30 members

this could take a whole half hour. Wow this is a lot of work?? No way are we going to put those numbers on line.

when the largest companies in America have been hacked. No way is Bivio going to assure us there site is secure.

From: "ira smilovitz" <ira.smilovitz@gmail.com>
To: "club cafe" <club_cafe@bivio.com>
Sent: Monday, February 22, 2016 7:59:46 PM
Subject: Re: [club_cafe] Tax form question

Ira Smilovitz

On Mon, Feb 22, 2016 at 7:45 PM, <pbkirk@comcast.net> wrote:

We also have not entered the SSN into bivio. I hand write them in on the copies going to IRS. Each individual prints their own K1 off of bivio

Sent from my iPhone

On Feb 22, 2016, at 3:49 PM, bmasuo <bmasuo@comcast.net> wrote:

Thanks for sharing your process. I've been trying to think of efficient way of doing this.

Sent from my T-Mobile 4G LTE Device

-------- Original message --------
From: "A Hinds via bivio.com" <user*28730700001@bivio.com>
Date:02/22/2016 15:07 (GMT-08:00)
To: club_cafe@bivio.com
Cc:
Subject: Re: [club_cafe] Tax form question

I'm our club's longtime treasurer. I do not and have never stored anybody's SS# in bivio or anywhere else online. Maybe I'm paranoid, but I figure if the SS#'s aren't there, it's harder (maybe almost impossible) for thieves to steal them. If you have a good PDF program that will redact (or erase) the SS#s (and you're not paranoid like me!), follow Ira's suggestions. Otherwise, here's what I do...

When we're ready to prepare the club's federal and state tax returns, since I don't store SS#'s online, I manually enter the members' SS#'s, run the bivio program, and print the returns I'm going to submit. I then manually delete all the members' SS# from bivio. After that, I save an electronic copy of the federal return (which now has no SS#'s). From this "clean" file, I extract the individual K-1's and email them to the club partners.

I admit that this is more work than just storing the SS#'s online--you have to be especially careful to enter the SS#'s correctly--and I'm probably giving you far more information than you care to have.

From: "Gee, Norman" <Norman.Gee@LC.CA.GOV>
To: "club_cafe@bivio.com" <club_cafe@bivio.com>
Sent: Monday, February 22, 2016 1:01 PM
Subject: [club_cafe] Tax form question

Is it possible to generate a set of forms without the SSN that I can email to the individual members and later generate the same set to mail to the IRS and CA FTB?

Mail