General Information

This page has been designed for you to enter company specific information such as company name, address, telephone number, NAIC Code, Federal ID Number, officer names, signer names, preparer information, contact information, etc.

Company data only needs to be entered once and the data will flow to each return as needed. When all data has been entered and verified, click the Save icon on the toolbar, and the data will transfer to all active forms.

The General Information will also automatically transfer from year to year.