List of Fields for a Typical New Company
As new users get started with Corporate Focus, they often ask the question: How much information do I need to enter for a new company? This document is a list of common data fields that users complete for a typical new company. You may choose to enter more or less information based on the particular company, but this list will be helpful as guidance.
Entering a new company in Corporate Focus involves seven steps:
- Creating a new company record;
- Entering the basic entity information;
- Entering the officer and director information;
- Setting up a new type of stock for Common Stock;
- Entering the Common Stock records;
- Printing Stock Certificates; and
- Scanning in your governing documents and consents.
Most of the data that is typically entered for a new entity in Corporate Focus comes from these types of formation documents:
- Consent of Incorporator
- Initial Consent of Directors
- State of Federal filings
Using these documents, you are now ready to start entering information and scanning in your governing documents and minutes. The document Getting Started in Corporate Focus in 30 Minutes or Less explains how to do that. By way of reference, the following section summarizes the key minimum fields that are typically entered for a new company.
If you have any questions, please contact Two Step Support by phone or email.
|Screen Name||Field Name|
State of Organization
Type of Entity
State Registration Number
Date of Election
Date of Election
Stock Certificate Form
Name of Stockholder
Date of Issuance
Number of Shares
Basis of Issuance
|Governing Documents||Governing Doc Name
Enter Charter and upload scanned copy
Enter Bylaws and upload scanned copy
|Minutes and Consents||Name
Enter Consent of Incorporator and upload scanned copy
Enter Consent of Directors and upload scanned copy
Put the summary data sheet and the original documents in the minute book binder.
Now, you have completed the steps to create the records for a new company.