I will be meeting with my club this coming sunday and I'm
 sure the question will come up, when will Bivio have the
 software ready for 2001 taxes.
 Rob this will be my first time getting the tax papers for
 the club members together and any help or input you can
 give will be very appreciated. Is there some important
 things to keep in mind etc. I hope it is as simple as
 hitting the print button and then passing them out to the
 club members. ha! ha!

Dale

Dale,
That is exactly how easy it is.

Tim K
sh_ic

----- Original Message -----
From: "Dale Belliveau" <dalebase@bivio.com>
To: <club_cafe@bivio.com>
Sent: Tuesday, January 01, 2002 10:49 AM
Subject: club_cafe: 2001 Taxes


> I will be meeting with my club this coming sunday and I'm
> sure the question will come up, when will Bivio have the
> software ready for 2001 taxes.
> Rob this will be my first time getting the tax papers for
> the club members together and any help or input you can
> give will be very appreciated. Is there some important
> things to keep in mind etc. I hope it is as simple as
> hitting the print button and then passing them out to the
> club members. ha! ha!
>
> Dale
>

Dale Belliveau writes:
> I will be meeting with my club this coming sunday and I'm
> sure the question will come up, when will Bivio have the
> software ready for 2001 taxes.

The IRS has yet to release the 2001 tax forms. We are all ready on our
end. The 2001 forms will appear on bivio a week after the IRS
releases the forms.
 
In any event, you should probably wait until you receive your 1099s
from your broker(s) and bank(s) before printing your tax forms. You
need to ensure the amounts on the 1099s agree with the amounts you've
entered into bivio.

> Rob this will be my first time getting the tax papers for
> the club members together and any help or input you can
> give will be very appreciated. Is there some important
> things to keep in mind etc. I hope it is as simple as
> hitting the print button and then passing them out to the
> club members. ha! ha!

There are a few questions which you have to answer about your club.
We've improved the interview process. We hope you like it. Once your
club answers a few questions, you'll be able to download the forms.
We're working on one-click download, which is another improvement over
last year.

Happy New Year,
Rob