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Copy of CA K-1(Form 565) for members to access
Laurie Federiksen of bivio support on 02/15/2009 told
members how to find a copy of K-1.This works fine for
Federal,but am having trouble in accessing CA.
Thanks in advance for your help.
hdries@surewest.net
If you have checked the "Allow Member Access" box at the top of the
Accounting>Taxes page, your regular members will see only their own K-1's,
both state and federal when they login to their accounts.

If you are an officer, you will need to select the "Expert Taxes" box at
the bottom of the Taxes page. Then, you will see each Federal form listed
separately. At the bottom of the page is a link you can use to generate the
entire California document. You will need to print out the entire document
to file it. You can make an extra copy of your K-1 for your records or
select only those pages from the PDF file to print a second copy.

        Laurie Frederiksen
        bivio Inc.