Professional
Resources
Resident
Agent
Note: The description of each Professional
Resource form is very similar. If you
are going through Help forms one-by-one you may want to read about one of the
Professional Resources then skip to the Other
Resources form.
Purpose: Resident Agent information is needed in
many of the documents generated by the application. The Resident Agent form eliminates
duplication of data, reduces the possibility of errors, and reduces the
amount of time needed to produce documents.
Overview: To add a record, press the New button
on the standard toolbar. The new
record is generated is titled New Resident Agent Record. Click in the Resident Agent textbox and
enter the name of the resident agent. The initial ‘** No Resident Agent **’ record must remain an option for
companies that do have a resident agent so it can not be modified or deleted.
Fill in the data including the appointment date which is
the date of the directors’ resolution documenting the appointment of the
resident agent. Enter the annual fee,
which is the yearly amount paid for the resident agent to represent the
company. (If the fee is monthly
multiply it by 12 for the annual fee.) Add as many resident agent records as needed for all the companies in
the database.
All of the resident agents are displayed in the resident
agent list. When a different company
is selected using the company tabs at the top of the form, the resident agent
for the company is selected in the list and the resident agent’s data appears
on the form. To select a different
resident agent for a company just click on the resident agent’s name in the
list while the company name is selected in the company tabs. If a company is not represented by a
resident agents select the ‘** No Resident Agent **’ option.
Related Information:
1. Adding a Resident Record
- Use Standard Toolbar ADD
button or
- Use the New Resident
agent Record option under File in the main menu at the top of the form
2. Deleting a Resident Record
- Use Standard Toolbar
DELETE
button or
- Use the Delete Resident Agent option
under File in the main menu at the top of the form
3. Modifying a Record
- Use Standard Toolbar SAVE
button or the
> REVERT
button
or
- use the SAVE or REVERT
options under File in the main menu at the top of the form
4. Record Navigation
- The First/Prior/Next/Last
buttons move through the resident agent records in the
order they were
entered
5. List
 and Find
- The ‘List’ option
displays resident agents by company name
Selecting a name in the list
displays that
record on the form.
- The ‘Find’ option locates resident
agent records by
City
Representative
Resident Agent
6. Reports The following reports are
accessible from the Reports option on the main menu. While moving from one
form to another the report options change.
- Resident Agent Profile for
the Selected Company
- Resident Agents by Company
- Resident Agents by Resident Agent
Company Tabs: Use these tabs to navigate through the companies in the
database. When a company name is
selected, the resident agent representing the company is selected in the resident
agent list.
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ResourceTabs: This is a set of tabs located under the company tabs that display the
professional resource pages. The Other
Resources tab displays web links to topics important to corporations and LLCs including the SEC and Secretary of State web site.
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Resident Agent: List of all resident
agents in the database. Select a
company tab at the top of the form then select one of the resident agents in
this list. The selected resident
agent’s name is then associated with the selected company. Each time a company tab is selected the resident
agent’s information appears on the form for the resident agent that is
associated with the selected company.
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Date Appointed: The date the board of directors approved a resolution appointing the
selected resident agent to represent the company.
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Annual Fee: The fee charged by the Resident Agent to represent the
selected company. If the fee charged
is monthly, multiply it by twelve to get the annual fee.
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Email Button: Click this button to send an email message to the selected resident
agent. Your email software must be
MAPI compliant to use the app for emailing. MAPI is supported by: Outlook, Outlook Express, Netscape, Eudora,
and.
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Resident Agent: The resident agent
textbox should contain the name of the resident agent while the
Representative textbox contains the name of the
contact that works with the company.
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Email Address: Email address for
the resident agent. This is required
if you want to send emails to the resident agent using the Email Button.
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Web
Resources: Internet web link
to a page that provides information specific to resident.
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Resident Agent: Adding a Resident Agent Click the Add button on the standard toolbar to add a
record to the resident agent list.
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Notes: You can keep notes for the selected broker for the selected company.
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Deleting a Agent:Press the Delete
button on the standard toolbar to delete the selected resident agent
record. If the resident agent record
that’s being deleted is associated with a company in the database, the name
of the resident agent will change to the ‘** No Resident Agent **’ option.
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Modifying a Resident: Modifying
A Resident Agent Record Select the name of
the resident agent in the list. Information for
the selected resident agent appears and can then be modified.
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