An annual audit of your club's records helps everyone in the club know your clubs records are correct. Accurate records are an important part of ensuring your tax reporting is correct and your club ownership is being tracked properly.

These are the current forms that includes the steps and instructions you should follow to do an audit for tax year 2024. Audit Form(.pdf),Audit Form(.docx)

You need to do a club audit prior to preparing your club's tax forms. The video below will show you how.

You can download a PDF of this year's January 2025 Audit Presentation Handouts HERE

Ready to do Taxes?

• Return to tax preparation page
• How to prepare your investment club taxes