Click on the edit icon, and then click on the small box next to the date, for the certificate number you want to cancel or transfer.
Then click on “yes” when the program prompts you to cancel. And save.
Then click on new icon to add the new member and allocate the percentage interest.
Converting from a CC to a Company
Go to Formation>>Select that client>>go to the shareholders tab and create a share class.
Then go to the Transactions screen>>select that client>> go to the members tab
Click on this icon to convert
The share class field and authorised field will automatically pull through from the Formation screen.
Type in the number of shares you want to issue here. The program will then take that amount and multiply it by the percentage interest, and then the result will be the number of shares.
When you’re done, click on this icon at the bottom:
The client type will change on Masters to “Company”.
