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Tax returns
Will Bivio have everything set up so the clubs using account-sync can run their tax returns as soon as the last brokerage transaction clears ???
 
Arthur Klages
Arthur Klages writes:
> Will Bivio have everything set up so the clubs using account-sync
> can run their tax returns as soon as the last brokerage transaction
> clears ???

Absolutely! We're in the final stages of implementing and testing our
2002 tax package. Expect to see it out in two to three weeks.
We'll announce here and via a bulletin.

Note: You will need the 1099s from your brokers, banks, etc. before
you can produce your club's tax return. It's important that the
numbers on the 1099 agree with the amounts on your 1065.

Cheers,
Rob