member accessing to K-1
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member accessing to K-1 How do I tell members they can access their K-1s? Do they have "Accounting" drop down and then "Taxes"? Thelma Bowles Yes, members (including ones who withdrew in 2023) have "Accounting" and then "Taxes" as menu options. Then the member will see a list of their current and prior year K-1s. Our club treasurer sends members an email via Bivio (Communications then email then click new topic near upper right corner of page). Jeri Morgan -----Original Message----- From: club_cafe@bivio.com <club_cafe@bivio.com> On Behalf Of Thelma Bowles via bivio.com Sent: Wednesday, February 28, 2024 5:04 AM To: club_cafe@bivio.com Subject: [club_cafe] member accessing to K-1 How do I tell members they can access their K-1s? Do they have "Accounting" drop down and then "Taxes"? Thelma Bowles Thanks! Yes, members (including ones who withdrew in 2023) have "Accounting" and |
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