I am preparing my club taxes after filing a request for more
time. How do I remove 4 members who left the club before we
purchased any stock. Even if I keep them for this taz
return, how do I remove them for next year. I've tried
everything. Thanks for your help.
Brenda

Roma L. Ingersoll writes:
> I am preparing my club taxes after filing a request for more
> time. How do I remove 4 members who left the club before we
> purchased any stock. Even if I keep them for this taz
> return, how do I remove them for next year.

If the member made payments, you need to withdraw them. This is a
simple procedure. Once they are withdrawn, they are no longer part of
the club. You will need to give them a withdrawal report at the end
of the year along with their K1.

To withdraw a member, go to Accounting > Members > Withdraw [icon].

To print a withdrawal report, go to Accounting > Reports >
Withdrawal Reports > [Member's name].

We can give you the exact links if you email support@bivio.com.

Cheers,
Rob