List of Fields for a Typical New Company

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:

  • Charter
  • By-Laws
  • 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.

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.

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