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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!

On Wed, Feb 28, 2024 at 7:14 AM Jeri Morgan via bivio.com <user*16990000001@bivio.com> wrote:
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