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myICLUB.com Tax Printer
General Technical
Toolkit 6

Summary

View/Edit transactions, and Broker Sync

Broker Sync page 1
Broker Sync page 2
Broker Sync page 3
Broker Sync Basics
Using the Reconcile feature in myICLUB.com
Selecting specific dates when exporting data from Charles Schwab

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 the Club Tax Printer 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?
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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