The final deadline to review reports and make adjustments to the tax file and distribution data before CU*SOUTH begins processing tax data for online clients is Monday, January 6, 2025 by 7:00 PM CT.
The automatic reports that are generated when beginning-of-year is run are archived in CU*Spy under the “MISC” category. The list of these reports begins on page 44 in the Year-End Guide for reference.
Year-End Guide for Online Credit Unions
**UPDATE 1/6/2024 2:40 PM CT** Don’t forget: today, January 6, 7:00 PM CT is the final deadline to review reports and make adjustments to the tax file and distribution data before CU*SOUTH begins processing tax data.
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