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  • myICLUB Club Tax
  • General Technical
  • Toolkit 6
  • StockCentral

People

The main People page, showing general member information such as name, email, and partial mailing addresses. This page also allows for adding or removing members, sending invitations to join the online club, and more.

  • What is the People Page?
  • Edit Member Profile
  • View my profile
  • Add Member
  • Bring Member Online
  • Invitation confirmation
  • Invite Visitors
  • Invitations Outstanding
  • Send Invitations to Current Members
  • Incomplete profiles
  • Adding a new treasurer or changing treasurers in myICLUB.com (Club Accounting Online)
  • Members all listed as non-resident on state tax forms
  • Removing a former / withdrawn member from the people page
  • How do I set or change the rights / permissions of club members?
  • How do new members access myICLUB.com ?
  • Changing email addresses in myICLUB.com
  • Former member keeps getting emailed reports.
  • Setting up the BI link in myICLUB
  • Add a picture to your profile
  • "Unknown Token" when setting up BI Link

Sticky FAQs

  • Where do the Form 1065, schedule D, and K-1 entries come from in Club Accounting?
  • Why don't my current members have K-1 forms?
  • Where do I file the tax forms?
  • When will myICLUB Club Tax software be available?
  • How do I dissolve or disband my club?
  • How can we perform a club audit?
  • How can I tell if a dividend is qualified or not?
  • I'm having password or site access problems.
  • Cost Basis of Transferred Securities in a withdrawal
  • Best Practices for member withdrawals
  • States that require a club to file a return if any member is a resident.
  • Q&A on K-2 and K-3 forms
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