To set up the compliance database, complete the following steps.

Before setting up, you may view the steps to access the Compliance Database. The Compliance Database is divided into the following sections. To view how the compliance database is set up in each section, click the below links.

• Key Information
• Primary Statements
• Notes to the Accounts
• Other Information

Accessing the Compliance Database

1. On the left panel, click Compliance Database.
2. The Compliance Database page appears.

As you can see above, the Compliance Database page has different sections where you need to provide information manually. The links below give the steps to set up each section. Just click on the required link.

The sections in the Compliance Database will vary depending on the template chosen.