Actions:

  1. 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:

  1. Click button “Create new”

  2. Fill in necessary information

  3. 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:

  1. Click “Reports” in the left menu and then button “Create new”

  2. 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.

  1. Click “Continue”

  2. 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:

  1. On the 2nd step there is an additional option to add dividends and transactions if they haven’t been added previously.

  2. 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.

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