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Tax season help....
We (MICPLUS) was with BIVIO all year while it was free. We did not continue after you said you were going to charge. Now we need help with our 1065 and K1. We would like to know how to pay the $19.00 to have help ...
2 messages
club_cafe: MoneyPaper Stock Purchases
Hi Arjuna, Hopefully this will answer your question using the MoneyPaper Service. Now I will assume that you have a money market account with this service. If so, just move (transfer) the funds into this account and wait for the transaction to take place. When ...
1 message
MoneyPaper Stock Purchases
Please Help! When making a stock purchase thru the MoneyPaper service, the company requires that you send them a amount equal to 10% above the total actual cost of the stock plus fees. This 10% cushion will be returned to you if it is not ...
1 message
Tax Forms
I answered all of the tax interview questions, downloaded the forms and printed the 1065. Nothing is listed in lines 1 -22 on page 1, Schedule B has checkmarks in the yes and no columns, Schedule K has our club's correct income and interest info, ...
3 messages
stock prices not updating
the stock prices in our portfolio are not updating. How can I manually update them and why would they not automatically update? Steve Holland Misawa Investment Group Misawa Air Base, Japan
2 messages
The Answer is Here - Graph your Club's Daily NAV!
Greetings fellow Bivio users! I have seen a number of requests on the boards for a means to graph your club's daily NAV. I had a similar problem for my club and created an automated utility to "fetch" this data from Bivio and capture it ...
5 messages
partner changes
I read the sample partner agreement, but I am just a little confused on one topic. How do I modify a partnership agreement when I add a new partner ? If I start with 4 people now, and add 2 more later on, do I ...
1 message
Account Sync
I haven't had an account Sync update since 3/6/02 and I've had a few transactions since that date. Is there anything wrong with AccountSync? Thanks
3 messages
Value of units
My club which is presently a corporation, which will shortly liquidate, distribute the cash, and start a new LLC using Bivio accounting. Each member will invest $25,000 in the new LLC. What is the recommended value of a unit 1, $10, $100, or $1,000 ??? ...
2 messages
1099-DIV question
I just was comparing the 1099 statement that i received from Ameritrade to the information on the 1065 form that was generated by bivio and realized that the $4.00 of dividend interest that we got was not reported by ameritrade, but showed up on our ...
3 messages
Tax Allocation of erronous bank charge
Hello all! Here's one for ya! Our bank erroneously charged us $6.00 in bank charges, three months in a row. $12.00 last year, $6.00 this year. They reimbursed us $18.00 "this" year. So I credited it to the expense account. Now, the Member Tax Allocation ...
2 messages
Members that have lost intrest.
I our by-laws, we can have a max of 20 members. 50% of them are have lost all intrest and are not investing any longer. We have other people that would like to join the club. What do you do with the ones that have ...
6 messages
Corrected Copy...Handling Deductable & Nondeductable Expenses On One Check
The last e-mail I sent was incomplete. My question regards the instance of writing a check to cover an invoice for a luncheon meeting. We charge 50% as meeting rent which is deductable, and 50% to dining expense , which is not deductable. How does ...
4 messages
Handling Meeting Expenses
Our club holds a monthly luncheon meeting and we charge 1/2 of the expense as rent which is deductable, and 1/2 as food and drink which is non-deductable. If we list one check (as in account sync), how do we split the amount in halves ...
1 message
New Members.
Our club has a total of 12 members. We just started our investing this month. It is a club composed of co-workers. Some other co-workers are interested in joining our club. In the future we would like to open our membership to our co-workers. I ...
2 messages