Calendar

The calendar is a management tool that can be used to determine when activities occurred and when meetings and IRS taxes are due. 

The dates in the calendar originate in other forms so no data is entered in this form.  For example the dates for director meetings come from the Director Meetings form and stock transactions are from the Stock Ledger form.

To start:

Click the All Forms bar on the Navigation toolbar or press the Tools and Help bar to locate the Calendar icon.

Click the Calendar icon to open the Calendar

Director and shareholder meetings, meeting notices, stock transactions, corporate organization, and resolutions are tracked on the Calendar. 

Data files are scanned each time the calendar is opened.  As the data files grow in size, the scanning process will take more time.

Each type of activity is a color coded bar on the calendar.  If the number of bars exceeds the space available on the calendar, the overflow will not be displayed.

The categories include:

Resolutions: Dates director and shareholder resolutions were passed.

Shareholder Meetings:  Dates for the selected company's stockholder Meetings.

Director Meetings:  Dates of each directors meeting for the selected company.

Professional resources:  Dates associated with each of the professional resources listed in the Professional Resources section of the application.

Stock Transactions: Dates for each stock transaction that has been entered on the Stock Transactions form.

Corporate Requirements:  Dates for the selected company's Corporate Charter.  Quarterly tax due dates and the date for future annual stockholder meeting are projected based on the incorporation date listed on the Company Profile form.

To display certain categories and not others mark or unmark the checkboxes under 'Show'.  The name for each activity is listed in the lower right corner of the form. 

To Display the names of activities for a single day, double click the date on the calendar.  Click the date again to list all of the activities.

Backup Data

To ensure that data is not lost it's a good idea to back up your data files to a location other than the current application folder.  This can be done by selecting the 'Back-up Data Files.' option under File on the main menu.   One of the forms must be on the screen for the backup option to be available.  Backup files can be saved to any location the computer has access to including other computers on a network.

Import Data

To import backup files select the 'Import Data Files.' option under File on the main menu.  You are given the opportunity to save current data before importing a backup file which is necessary if you want to retain the data that is currently displayed on the screen.  If you do not backup the data it will be lost when importing a backup file.

To Close The Calendar Form:

Press the close box (the red box with an X) at the top right of the form.

The Calendar closes.