Actions:
Click “Shares, dividends and loans” on the left menu:
Admin sees a Captable and can check data there.
2. Click on “Transactions” on the left and then button “Create new”:
3. Choose transaction type and share issue type and click “Next”:
Currently only these types of transactions are supported (the rest is being worked on):
Foundation
Shares split
Sell shares
Shares merge
New share issue
Issue shares intra-group transfer
Premium value reduction
Note: If not supported transaction type is chosen, the system will show a status “Not ready yet”, and the admin will have to fill the data manually in Altinn:
4. After choosing a transaction type admin needs to fill in all the necessary information on the opened page:
5. If needed, admin can add a new share class and shareholders:
6. Click the “Save” button after filling in all the necessary info.
Note: If something is filled in wrong, the system will display an error icon in the list. When hovering on the icon, admin can see what info is wrong:
Steps 3, 4 and 5
These steps can be completed later and do not block from sending a report.
STOCK OPTIONS, CONVERTIBLE AND SHAREHOLDER LOANS, AND DIVIDENDS
Adding Stock options, Convertible and Shareholder loans, and Dividends happens the same way as adding transactions. User should:
Click button “Create new”
Fill in necessary information
Click “Save” to keep filled in data
MEMBERS
This page logically is the same as adding a new shareholder in the “Transactions” page. This information is not necessary for sending a report to Altinn.
REPORTS
We can create reports either from the left menu under the “Apps” or under “Shares, dividends and loans”:
Creating A Report
Actions:
Click “Reports” in the left menu and then button “Create new”
Fill in necessary information.
Note that there is a possibility to choose a responsible person for the report. This person is a company member and will check the report before sending it to Altinn.
Click “Continue”
A page opens with 6 steps to complete:
Admin should check the information on each step, make changes if necessary, and save them to pass to the next step.
Notes:
On the 2nd step there is an additional option to add dividends and transactions if they haven’t been added previously.
On step 3 admin can fill in shareholder info by him/herself or sync it with previous reports from Altinn (syncing is optional). For this, the admin should click the button “Get info about shareholders from Altinn”. Admin will need a pin code which will be received via the way chosen on this screen (“Source of PIN”):
3. Step 4 is filled in and saved accordingly.
4. On step 5 admin should choose the option of informing a responsible person about the ready report.
The responsible person will check the data, make changes if necessary, tick checkboxes to confirm data is true and click a button “Confirm and submit to partner”.
5. The BDO administrator will receive a notification about confirmation, and after s/he can go to step 6. On step 6 BDO admin fills in required information and sends the report to Altinn. There, the admin can check the presence of the report.