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Incorporation and Organization from Start to Finish - Alberta

How to do an Incorporation and Organization in Corporate for Alberta.

Written by Emily Martin

STEP 1: Start your Matter

Start your matter by choosing Corporate under the Create Matter button.

To find out more about how to start a matter, visit this help article. Once you have started your matter, you can follow the step by step instructions below.

STEP 2: Incorporation Action

  1. On the Planning Tab, click Add Action and select the Incorporate action.

  2. To change the incorporation date, click the 3 dots next to the Incorporate action and select Change Date.

    Complete the Action Form

    1. General

      • Enter the general information for the corporation.

      • Open Share Class Table. Here you will enter your share class structure.

      You can apply a preset or add new rows.

    2. Contact

      • Provide details for the Registered and Records Office of the new company.

    3. Governance

      • Enter information for the number of directors and officers.

    4. Compliance

      • Enter the email address for registry notifications and a Primary Agents for Service and Alternate Agents for Service if needed.

    5. Documentation

      • This tab will allow you to leave blanks in your documents for the dates, however the date of the action will still be the date used for any filings.

      • If you send your documents out for e-signing you will not be able to edit the date and regenerate the documents in Appara. You will have to add it manually.

STEP 3: Organize Action

  1. On the Planning Tab, click Add Action and select the Organize Corporation action.

    Note: The Organize Corporation action can be completed either simultaneously with your Incorporation or as a separate, standalone action.

  2. Complete the Action Form

    1. General

      • Enter the general information for the corporation.

    2. Contact

      • Enter the Signatories and Contacts for the corporation.

    3. Governance

      • Add or remove Directors and Officers if they have changed since the Incorporate action.

      • Note: do not re-enter the same directors and officers from the Incorporate action as this will cause duplication.

    4. Compliance

      • Enter the applicable information including the Accountant, Bank and Fiscal Year End.

      • Note: If your firm is going to be maintaining the company and filing the annual returns, please select your firm as the Responsible Firm from the bottom of the drop down. This will cause the company to populate in the Compliance module for annual maintenance.

    5. Subscriptions

      • Enter all of your shareholders here using Add Subscriptions.

    6. Documentation

      • This tab will allow you to leave blanks in your documents for the dates however the date of the action will still be the date used for any filings.

      • If you send your documents out for e-signing you will not be able to edit the date and regenerate the documents in Appara. You will have to add it manually.

STEP 4: Documents

Review and edit your documents, from the Documents tab.

STEP 5: Obtain Signatures

For detailed instructions on sending documents for signature, please refer to our dedicated Help Center article: Using Electronic Signatures.

STEP 6: Tasks

Please note we are not integrated with the Government of Alberta's filing platform, therefore incorporations need to be filed outside Appara. Mark any Tasks as Complete using the Tasks tab.

STEP 7: Finish

After completing all Tasks, click "Close the matter and update entity data" in the Close Matter tab.

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