What is the best way for withdrawn members to access their K1 forms form Bivio. If they are withdrawn do they still have access to login and access their K1 report? Or can I give that temporary access so they can print out their K1 report.
Bill W.
ClubNet
Rebecca Kruse on
It depends upon whether your club removed the member's online access at the time the withdrawal was entered. Check your club roster (Administration>Roster). If the withdrawn member's status is "Member" they can login and download their tax documents. If the status is "Withdrawn" then you need to print and deliver their tax documents to them and include their updated withdrawal report. Sending the documents to the member via email is not recommended because the documents include the member's social security number.
What is the best way for withdrawn members to access their K1 forms form Bivio. If they are withdrawn do they still have access to login and access their K1 report? Or can I give that temporary access so they can print out their K1 report.
Bill W.
ClubNet
Lee Weygandt on
The treasurer can just print the selected pages to a PDF file and
e-mail the K1. I would ask for an acknowledgement they have
received the document.
Lee Weygandt
On 2/16/2025 11:21 AM, Rebecca Kruse
wrote:
It depends
upon whether your club removed the member's online access at
the time the withdrawal was entered. Check your club roster
(Administration>Roster). If the withdrawn member's status
is "Member" they can login and download their tax documents.
If the status is "Withdrawn" then you need to print and
deliver their tax documents to them and include their updated
withdrawal report. Sending the documents to the member via
email is not recommended because the documents include the
member's social security number.
What
is the best way for withdrawn members to access their K1 forms
form Bivio. If they are withdrawn do they still have access
to login and access their K1 report? Or can I give that
temporary access so they can print out their K1 report.
Bill W.
ClubNet
William Waskosky on
Thank you for the quick response to my Question Becky.
On Sun, Feb 16, 2025 at 10:22 AM Rebecca Kruse <kruse@bivio.biz> wrote:
It depends upon whether your club removed the member's online access at the time the withdrawal was entered. Check your club roster (Administration>Roster). If the withdrawn member's status is "Member" they can login and download their tax documents. If the status is "Withdrawn" then you need to print and deliver their tax documents to them and include their updated withdrawal report. Sending the documents to the member via email is not recommended because the documents include the member's social security number.
What is the best way for withdrawn members to access their K1 forms form Bivio. If they are withdrawn do they still have access to login and access their K1 report? Or can I give that temporary access so they can print out their K1 report.
Bill W.
ClubNet
ira smilovitz on
This is not recommended. The K-1 contains Personal Identifiable Information and should not be transmitted using unsecure methods.
The treasurer can just print the selected pages to a PDF file and
e-mail the K1. I would ask for an acknowledgement they have
received the document.
Lee Weygandt
On 2/16/2025 11:21 AM, Rebecca Kruse
wrote:
It depends
upon whether your club removed the member's online access at
the time the withdrawal was entered. Check your club roster
(Administration>Roster). If the withdrawn member's status
is "Member" they can login and download their tax documents.
If the status is "Withdrawn" then you need to print and
deliver their tax documents to them and include their updated
withdrawal report. Sending the documents to the member via
email is not recommended because the documents include the
member's social security number.
What
is the best way for withdrawn members to access their K1 forms
form Bivio. If they are withdrawn do they still have access
to login and access their K1 report? Or can I give that
temporary access so they can print out their K1 report.
Bill W.
ClubNet
Lee Weygandt on
Nothing is private anymore.
On 2/16/2025 11:52 AM, ira smilovitz
via bivio.com wrote:
This is not
recommended. The K-1 contains Personal
Identifiable Information and should not be transmitted using
unsecure methods.
The treasurer can just print the selected pages to a PDF
file and e-mail the K1. I would ask for an acknowledgement
they have received the document.
Lee Weygandt
On 2/16/2025 11:21 AM, Rebecca Kruse wrote:
It
depends upon whether your club removed the member's
online access at the time the withdrawal was entered.
Check your club roster (Administration>Roster).
If the withdrawn member's status is "Member" they can
login and download their tax documents. If the status
is "Withdrawn" then you need to print and deliver
their tax documents to them and include their updated
withdrawal report. Sending the documents to the
member via email is not recommended because the
documents include the member's social security
number.
What
is the best way for withdrawn members to access their
K1 forms form Bivio. If they are withdrawn do they
still have access to login and access their K1
report? Or can I give that temporary access so they
can print out their K1 report.