I believe I read how to handle this situation in the past,
but I can't find it. I was hoping someone would explain it
to me again.

We have a partner that has withdrawn from the partnership
and would now like to rejoin. Both of these actions will
take place in the same tax year. Now that she's withdrawn,
do I just enter her as a new partner? Will this be a problem
when all of her prior information is still in the Bivio
system?

Any help would be greatly appreciated.

Thanks

Debi Thorne

Deborah J. Rollins-Thorne wrote:
> We have a partner that has withdrawn from the partnership
> and would now like to rejoin. Both of these actions will
> take place in the same tax year.
 
Normally you could just add the returning member as a new member by
selecting the 'add member(s)' icon on the Administration / Roster
page, but because this happened in the same tax year, and you only
want one K-1 for that member, you can't do that.
 
Please email support@bivio.com with the affected member's name
and they'll change the person's state from withdrawn back to member.
 
Paul Moeller
bivio, Inc.

Thank You Paul

I will do that.

Debi


> Normally you could just add the returning member as a new member by
> selecting the 'add member(s)' icon on the Administration / Roster
> page, but because this happened in the same tax year, and you only
> want one K-1 for that member, you can't do that.
>
> Please email support@bivio.com with the affected member's name
> and they'll change the person's state from withdrawn back to member.
>
> Paul Moeller
> bivio, Inc.