I too, as treasurer, have just gone through the interview process and
"completed" our tax return.

After you have completed the return, and reviewed the forms (download pdf
then print), and have satisfied yourself that the return is complete, you
will need to check the box "allow members to access K1". After selecting
this checkbox, your screen will offer an option to "View my K1" under the
Taxes section. Selecting this link will open a view containing links to all
year's K1 forms stored on Bivio - 10 years in my case. Select the year link
and it will open your personal K1.

And you are correct - as Treasurer you have different security setup than
Members. The Members should only see the K1 choice you allowed by selecting
appropriate checkbox noted above, and selecting this link gets them to the
Years option for their individual K1s. When a member navigates to the Taxes
section of Accounting they will not see the Preparing Your Club Taxes
questions the Treasurer is "so fortunate to be able to answer".

I hope this helps. Don't forget to sign and date your return before
mailing; It will not be considered complete by the IRS without this
signature. Obtaining a Proof of Mailing from the Post Office is also
strongly suggested when Sending in your Return.

Curtis P. Meaux, CPA

> -----Original Message-----
> From: club_cafe@bivio.com [mailto:club_cafe@bivio.com] On Behalf Of
> Kimberly Hazen
> Sent: Saturday, February 18, 2017 6:54 AM
> To: club_cafe@bivio.com
> Subject: [club_cafe] Explaining to members how to access their K-1's
>
> Hello,
> I got up early to get the club taxes done. Yay me!
>
> However, as a treasurer, I'm sure my view of the Bivio site is a bit
different
> from our general members. Can anyone tell me how to walk a member
> through the site and where to access and print their individual K-1's? I
need to
> explain it step-by-step to some members who are not very computer savvy.
> Where does the "Access my K-1" option show up?
>
> Best, Kimberly

I just skip the whole explaining thing.

I PDF each partner's Form K-1 and email to each, along with a copy of IRS K-1 instructions.

In this way, I don't have to explain to members, and ensure each receives it. AND avoids panicked calls on April 15th, regarding getting the form, explaining entry, etc etc etc. (Yes, understand sending the SSN on form through email.)

Yes it does take PDF-ing and emailing individual forms. Honestly much less trouble in long run. And it seems more personal to my club members, several of have shared they like it, (and also like the sending of the instructions). (Those with not much computer savvy do open emails and attachments.)

Irina Clements
Treasurer
Streetbeaters Investment Club
Model Investment Club of Northern Virginia

> On Feb 18, 2017, at 4:54 AM, Kimberly Hazen <hazenfree@gmail.com> wrote:
>
> Hello,
> I got up early to get the club taxes done. Yay me!
>
> However, as a treasurer, I'm sure my view of the Bivio site
> is a bit different from our general members. Can anyone
> tell me how to walk a member through the site and where to
> access and print their individual K-1's? I need to explain
> it step-by-step to some members who are not very computer
> savvy. Where does the "Access my K-1" option show up?
>
> Best, Kimberly

John Munn

I would love an option within bivio's tax software to generate each member's K-1 form in pdf format and then to have a link that would broadcast those forms in an e-mail attachment to the members e-mail addresses.That would save a lot of work in pulling the members' K-1 forms, individually pdf-ing them, separately saving the files, then individually creating an e-mail for each member with their k-1 attached.

John Munn

On Sat, Feb 18, 2017 at 11:11 AM, Irina Clements <irina39@verizon.net> wrote:

I just skip the whole explaining thing.

I PDF each partner's Form K-1 and email to each, along with a copy of IRS K-1 instructions.

In this way, I don't have to explain to members, and ensure each receives it. AND avoids panicked calls on April 15th, regarding getting the form, explaining entry, etc etc etc. (Yes, understand sending the SSN on form through email.)

Yes it does take PDF-ing and emailing individual forms. Honestly much less trouble in long run. And it seems more personal to my club members, several of have shared they like it, (and also like the sending of the instructions). (Those with not much computer savvy do open emails and attachments.)

Irina Clements
Treasurer
Streetbeaters Investment Club
Model Investment Club of Northern Virginia

> On Feb 18, 2017, at 4:54 AM, Kimberly Hazen <hazenfree@gmail.com> wrote:
>
> Hello,
> I got up early to get the club taxes done. Yay me!
>
> However, as a treasurer, I'm sure my view of the Bivio site
> is a bit different from our general members. Can anyone
> tell me how to walk a member through the site and where to
> access and print their individual K-1's? I need to explain
> it step-by-step to some members who are not very computer
> savvy. Where does the "Access my K-1" option show up?
>
> Best, Kimberly

Marty, I totally get your question, I do. As you have, I have repeatedly explained how to do this and other elements of bivio, reports, etc in educational segments, or off line discussions.

I totally believe in self sufficiency. Two points: one of my clubs has many tech savvy members but either don't make the time, or just don't care to go there. In that club, I do very little handholding, but do believe it of use to PDF and send. (These members bring so much to the club otherwise, that I think "no worries" and send PDFs. In the other club, it is a model club, and there are people with varying degrees of capability and just getting them up to speed to join better investing, add their penny amounts and so on is a lot. And the taxes, and filing a new form is unfamiliar so I help.

In both my clubs, there are folks who view the accounting as "sausage making" or scary or... Fine. I help them out and get everybody their forms.

Finally, I have had several deaths and probably a dozen withdrawals over my years of being treasurer for two clubs. In those cases, I have to PDF the forms and send the forms to the withdrawn member or to the person filing the final tax return anyway, so it is a help to me to know how to do it, and to have done it. In neither case, do those folks have access to bivio to retrieve forms.

Finally, I have had a withdrawn member contact me several years later regarding an IRS audit and requesting forms. In that case, I was able to say I emailed them date/time as well as having them available to resend. She was in a panic and I was able to at least help her with a timely response to the Form K for that particular tax year.

Be Well. Irina Sent from my iPad

On Feb 18, 2017, at 9:17 AM, Marty Eckerle <bmeckerle@comcast.net> wrote:

Why go through all this trouble? Each member can be given access to their own K1. During the preparation process, there is a check box in step 6 to allow each member access to their own K1.

Marty Eckerle

From: club_cafe@bivio.com [mailto:club_cafe@bivio.com] On Behalf Of John Munn
Sent: Saturday, February 18, 2017 11:43 AM
To: club_cafe@bivio.com
Subject: Re: [club_cafe] Explaining to members how to access their K-1's

I would love an option within bivio's tax software to generate each member's K-1 form in pdf format and then to have a link that would broadcast those forms in an e-mail attachment to the members e-mail addresses.That would save a lot of work in pulling the members' K-1 forms, individually pdf-ing them, separately saving the files, then individually creating an e-mail for each member with their k-1 attached.

John Munn

On Sat, Feb 18, 2017 at 11:11 AM, Irina Clements <irina39@verizon.net> wrote:

I just skip the whole explaining thing.

I PDF each partner's Form K-1 and email to each, along with a copy of IRS K-1 instructions.

In this way, I don't have to explain to members, and ensure each receives it. AND avoids panicked calls on April 15th, regarding getting the form, explaining entry, etc etc etc. (Yes, understand sending the SSN on form through email.)

Yes it does take PDF-ing and emailing individual forms. Honestly much less trouble in long run. And it seems more personal to my club members, several of have shared they like it, (and also like the sending of the instructions). (Those with not much computer savvy do open emails and attachments.)

Irina Clements
Treasurer
Streetbeaters Investment Club
Model Investment Club of Northern Virginia

> On Feb 18, 2017, at 4:54 AM, Kimberly Hazen <hazenfree@gmail.com> wrote:
>
> Hello,
> I got up early to get the club taxes done. Yay me!
>
> However, as a treasurer, I'm sure my view of the Bivio site
> is a bit different from our general members. Can anyone
> tell me how to walk a member through the site and where to
> access and print their individual K-1's? I need to explain
> it step-by-step to some members who are not very computer
> savvy. Where does the "Access my K-1" option show up?
>
> Best, Kimberly

Just to let all you treasurers know, there is an easy way to get to individual K-1 forms. If you click on the "Expert Taxes" box at the bottom of the Accounting>Taxes page, it will take you to a page where each item included in your tax package is listed separately including each members K-1 form. You can easily save the PDF or print a single one from there. Also, if you have any members who have withdrawn, make sure you give them an updated copy of their withdrawal form along with their K-1. It may have additional tax information on it that they are going to need to report. They will not find it on the same page as the one where they get their K-1. But they can find it while they are logged in if they also go to Accounting>Reports>Withdrawal Reports. Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! www.facebook.com/bivio Follow us on twitter! www.twitter.com/bivi Follow Us on Google+ Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe