Add or Edit Existing 409As allows you to add your existing 409As done by any valuation firm, so you can track your valuation history and be ready to issue stock options to your employees.

To add or edit your 409As, go to > Company Info and 409A > 409A Valuation. To add your existing valuations, click Add. To edit the valuations you already entered, click on a valuation date, then click Edit Valuation.

Note: when uploading a 409a valuation document, make sure the file name doesn't contain any special characters. These include: periods, parentheses, question marks, and ampersands.