Municipal General Information Page
Overview
Use the General Information page to review and update company information that prints on municipal returns. The General Information page is located under Company Information in the Municipal navigation pane.
This page contains company-specific information that carries over to applicable municipal forms, so the information only needs to be entered and saved once for the selected company, state, year, and filing period.
Review Company Information
Confirm that the company information is complete and accurate before processing returns. This may include:
- Company name
- Company address
- Telephone number
- NAIC code
- Federal ID number
- Officer names
- Signer names
- Signer title
- Preparer information
- Contact information
- Other return-specific company information
The information entered on this page will populate municipal returns and related filing forms.
Enter the Date of Signing
The date of signing is the date that prints on the return after the return is processed.
For Kentucky, date of signing fields may be available for each quarter and the annual reconciliation.
You can type the date manually or use the calendar picker to select a date.
Save Changes
After making changes to the General Information page or any Municipal schedule, select Save on the right side of the screen.
Unsaved changes may not be included on the return output.