Communications
club_cafe
HelpRegister
Bivio Transaction list alignment with Tax forms.
My club subscribed to Bivio for the first time this year and
we've used the tax printing to complete our 1065 and K-1's.
We ran into a problem trying to match some REIT transaction
categories with the current categories that Bivio offers.
Keeping in mind the complexities of the current tax forms,
is Bivio planning to align their trasaction categories with
those on the tax forms?

I was advised to write in numbers for SEC 1250 monies on the
1065 after printing it. While this would satisfy the IRS, it
would still leave a hole in our accounting with Bivio.

All else considered - I am very pleased with what Bivio
offers. I am just wondering if there is a plan to fill the
holes. Next year I will be in the same predicament.
BERTRAM FRANCIS writes:
> We ran into a problem trying to match some REIT transaction
> categories with the current categories that Bivio offers.
> Keeping in mind the complexities of the current tax forms,
> is Bivio planning to align their trasaction categories with
> those on the tax forms?

We will look into it for next year's taxes. We apologize for the
deficiency.

Cheers,
Rob Nagler
bivio Inc.