Loctax

Open Entities, select the entity and open Legal data.

Shareholder documents holds the documents about ownership, such as share certificates, the shareholders register, shareholder agreements, and shareholder meeting minutes and resolutions. Each document shows its type, effective date and labels.

Select Add document in Shareholder documents.

Choose the document type, such as Share certificate, and set the effective date, for example the date the shares were issued.

1. Select Add document in Shareholder documents.
2. Give it a name and upload the file.
3. Choose the document type, such as Share certificate, and set the effective date, for example the date the shares were issued.
4. Save.

Board documents holds the minutes and resolutions of the board, filed per financial year. Choose the year at the top of the section and select Add document. The document type and the financial year are filled in for you.

Use Add filter and the search box to find a document quickly, and View options to choose the columns you see.

Learn how to keep an entity's shareholder and board documents together in its legal data.

Keep shareholder and board documents in one place

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Keep shareholder and board documents in one place

Shareholder documents

Board documents

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