Below provides a description of the fields contained in the main (header) section of the Corporate Secretary notebook. To add a record, see Adding a Corporate Secretary Record.
|
Field |
Description |
Required (Y/N) |
|
Type |
The corporate entity type. When adding or updating a record, select the type from a dropdown list. |
Y |
|
Company |
The legal name of the corporate entity. |
Y |
|
Status |
An indication of whether the corporate entity is Active or Inactive. The default is Active. |
Y |
|
Tax ID |
The corporate entity's tax ID number. If the corporate entity is a foreign company, this field contains the foreign ID number. |
N |
|
Incorporated |
The date the corporate entity became a legal corporation |
N |
|
Annual Meeting |
The date that the annual stockholder's meeting is held. Note that this can be a specific calendar date or a relative date (e.g., Third Thursday in October). |
N |
|
Fiscal Year End |
The date the corporate entity's fiscal year ends. Note that this can be a specific calendar date or a relative date. |
N |
|
Tax Year End |
The date that designates the end of the year for tax reporting purposes. This date is usually December 31, but another designated date or a relative date can be entered. |
N |
Note: All Corporate Secretary records include fields containing audit and security information. For a detailed explanation of these fields, see Viewing Audit Fields and Security Information.