Overview
Ontario EFile uses our Formation Task to automatically send the required information to the Ontario Registries and incorporate an Entity with a click of a button. The documents will then be automatically brought back into Athennian for filing into the Minute Book.
Prior to clicking the File Formation button in the Formation Task, you will want to ensure all of the following required fields are populated.
General > Details
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Entity Name
- If you are using a Named Name for this entity, the Name contained on your Entity Record in Athennian must match the NUANS report exactly.
- Entity Type: Corporation
- NAICS Code and Description
- Client Number
General > Addresses
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Registered Office Address
- The Jurisdiction Region is required to be Ontario
- Business Email must be added to the Address Record
Governance > Articles
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Number of Directors Minimum & Maximum
- Note that if you want to fix the number of directors, you should set the Minimum and Maximum to the fixed number. (ie. Minimum 2 and Maximum 2 is considered Fixed Directors at 2)
- Authorized Share Capital*
- Restrictions on Share Capital*
- Transfer Restrictions*
- Other Provisions*
- Business Provisions*
*Special characters are not allowed to be contained in any of these fields. If a special character exists, the filing cannot be completed. Additionally, there is a 50,000-character limit on all of these fields.
Principals > Incorporator(s) and Director(s)
- Each Incorporator must have the following information:
- Status set as Pending
- An Address containing fewer than 10 characters in each address component
- Each Director record must have the following information:
- Status set as Pending
- First Director for the Title
- An Address containing fewer than 10 characters in each address component
Task > Formation
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Name Reservation Date
- Must match NUANS Report date
-
Name Reservation ID
- NUANS Report number
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Numbered Company check box
- This is only required if you are using a numbered name for the new incorporation
-
Incorporator
- An address is required
- If another Entity is the Incorporator rather than a Person, you will be required to also add the Name and Title of the Signatory for the Entity.
Once all of these fields have been completed fully, you can now proceed with clicking File Formation on the task!
EFile Details > Confirmation Screen
Two items contained on the confirmation screen will need to be entered and confirmed prior to agreeing to the filing.
First, at the very top of this preview page, next to the entity name, you will have the ability to select the Legal identifier (ie, Corp, Corporation, Inc., Incorporation, Ltd., Limited) if you are incorporating a numbered corporation.
Second, you will need to reconfirm which directors are Canadian Residents by clicking on the checkbox next to their name if they meet that criterion.
If you happen to forget anything, we will let you know at this point as well. Please review this screen carefully, as it contains the information that will be submitted to the Ontario Registries.
Video Instructions
Check out Get Started with Efile for information on all electronic filings Athennian offers.