Snapshots for Business Entities/Companies can contain a Key Dates panel. The data in this panel cannot be edited from the Snapshot directly, but the fields can be modified within the Financial Statement Summary, AGM Summary, Annual Review Summary, and Taxation Summary Screens.

The Key Dates panel pulls data from multiple Screens. The fields within the panel are grouped by the Screen they come from. In the screenshot below, for example, we can see that the End Fiscal Period field comes from the Financial Statement Summary Screen, while the Taxation Reference Month field comes from the Taxation Summary Screen. Depending on the jurisdiction of the entity, other possible sections include AGM Summary and Annual Review Summary.

To modify or edit any of the fields found in the panel, we will navigate to the Screens indicated by these various sections.

1. Locate the field to be updated within the Key Dates panel, then take note of the section in which the field is grouped. In this example, we'll update the Tax Reference Month field, which we find under the Taxation Summary section within the Key Dates panel.

2. The name of the section containing the field we want to update is also the name of the Screen from which we can edit the field. In our example, our field was in the Taxation Summary section of the panel, so we now need to open the Taxation Summary Screen.

Open the entity's Navigation Menu by clicking View More Details at the top of the Snapshot, then select the appropriate Screen (in our case, Taxation Summary).

3. Click Edit in the top left corner of the Screen.

4. Update the desired field.

5. Click Save.

Your Key Dates panel on the Snapshot is now updated.