Secretariat allows you to track incorporation and security information specific to Canadian entities. This information is used when entering information on a CRA (Calura) form.

To Enter Incorporation Information:

1. Open the Entities module and add a new entity or edit an entity record.
2. In the Entities Edit Mode, click the Canadian Information tab.
3. Select from the dropdown lists and enter the appropriate information in the freeform text fields.
   
4. Click Save.

To Enter Equity Information:

Equity information displayed on the Canadian Information tab can be entered by clicking on a link to the different types of equity. If an equity type does not appear on this page, enter the information on the Securities tab.