Overview

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:

1. Creating a new company record;
2. Entering the basic entity information;
3. Entering the officer and director information;
4. Setting up a new type of stock for Common Stock;
5. Entering the Common Stock records;
6. Printing Stock Certificates; and
7. 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:

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.

Minimum Fields Entered for a Typical New Company

Screen Name	Field Name
Company Basics	Name Address Date State of Organization Type of Entity FEIN State Registration Number Registered Agent Fiscal Year
Directors	Name Title Date of Election
Officers	Name Title Date of Election
Stock Type	Type Date Number Authorized Par Value Default Legend Stock Certificate Form
Stock Records	Type Certificate Number Name of Stockholder Date of Issuance Number of Shares Basis of Issuance
Governing Documents	Governing Doc Name Type Date Effective Date Enter Charter and upload scanned copy Enter Bylaws and upload scanned copy
Minutes and Consents	Name Type Date 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.