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Proxy/10-K timing - single source sheet

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We combined our source sheet and added our Proxy to our workspace during Q4 2022, and after filing last week are ready to begin prepping for Q1. However, our proxy (not yet filed) is connected to our sheet. How do other teams handle this mismatch in timing. The two options that we can think of are 1. waiting until the proxy is filed and copy everything together or 2. rollforward the sheet while maintaining the connections between the proxy and Q4 2022 archive, then separately rollforward the proxy document and re-link for 2023. The former seems like the better solutions. Have other teams found a different solution? 

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  • Liz Walters

    Hi Jessica,

    Thanks for your question! We have seen situations like this come up before, and there isn't one right way to go about it. Both of the approaches you listed are valid options. Ultimately, if you plan on doing a lot of linking between documents, you just need to be conscious of those links when copying. If you wanted to, you could lock the document at the "roll forward" point and then pick back up on the work. This approach would throw a little bit of a wrench in the doc history, though. Hope this helps!

    Happy Friday!

     
     
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