<br><img src="https://support.workiva.com/hc/user_images/01HF79GCB7N5AAGQAQBY650ZFV.png" "Regulatory Updates"><br>Your one-stop to stay up-to-date on releases, publications, changes, and more from the varied regulatory agencies impacting your Workiva solutions, including <a href="https://www.sec.gov/" target="_blank">SEC</a>/<a href="https://www.sec.gov/edgar" target="_blank">EDGAR</a>, <a href="https://www.ferc.gov/" target="_blank">FERC</a>, <a href="https://www.sedarplus.ca/landingpage/" target="_blank">SEDAR+</a>, <a href="https://www.esma.europa.eu/issuer-disclosure/electronic-reporting" target="_blank">ESEF & ESMA</a>, and others. Be sure to "Follow" this topic to get automatic updates on new postings. Reach out to us via email at <a href="mailto: wksuccess@workiva.com" target="_blank">wksuccess@workiva.com</a> with any questions or feedback.
On March 27, 2026 FERC announced the release of the 2026 taxonomies which are now available within the Workiva Platform and enabled on all FERC-related Workspaces. The new 2026 taxonomies are required to be used for the following FERC Form Filings...
We are happy to announce that the following SEC Taxonomies are now supported within the Workiva Platform: - 2026 U.S. GAAP Financial Reporting Taxonomy (GRT) - 2026 U.S. GAAP Employee Benefit Plan (EBP) - 2026 Closed-End Fund (CEF) - 202...
The SEC published their draft changes for the upcoming EDGAR Release on 03/16/2026 that comes with some changes to Section 16 for FPIs. Luckily, as of right now these changes will only impact FPI and pre-existing non-FPI customers should not be im...
On March 16, 2026, EDGAR Release 26.1 will introduce updated validation messages that includes 30 additional rules added to FASB’s 2026 Data Quality Committee Rules Taxonomy (DQCRT). These additional rules will appear as yellow warning validation...
The SEC has announced a significant change to how EDGAR handles filing fee disclosures. Effective March 16, 2026, EDGAR will begin suspending filings that contain incorrect or incomplete structured data filing fee exhibits. Previously, filers mi...
On December 18, 2025, the Holding Foreign Insiders Accountable Act was signed into law, eliminating the Section 16(a) reporting exemption for Foreign Private Issuers (FPIs). This may impact your filing requirements and we’re here to help. What Thi...
On December 22, 2025, the SEC has scheduled an update for EDGAR Release 25.4 which will primarily include technical changes. This update will include new validation messages related to the Filing Fee Disclosure (FFD) taxonomy and the reporting ...
The SEC announced the scheduled technical update to EDGAR to upgrade to V25.3 on Monday, October 13, 2025. This update also includes the support of the 2025Q3 SPAC taxonomy with improvements from filer suggestions. The technical changes and valid...
Today marks a big milestone, September 15th is officially the first day all filings must be submitted using EDGAR Next credentials. That means the legacy filing process (CIK/Password) is officially retired and EDGAR Next is the new standard. This ...
Effective July 31, 2025, the SEC mandate to submit Filing Fee Exhibits in iXBRL format will expand to include Accelerated Filers, certain investment companies (filing registrations on Forms N-2 and N-14), and all other filers. This marks the seco...
On June 16, 2025, the SEC has scheduled an update for EDGAR Release 25.2 which will introduce updated validation messages and also accept the 2025 IFRS taxonomy. As part of this release, the 2023 versions of taxonomies will no longer be accepted ...
Streamline your UK Companies House Filings with Workiva's New Direct Filing Integration Keeping up with evolving regulatory requirements can be a challenge, especially with the changes mandated by the UK's Economic Crime and Corporate Transparenc...
On April 3rd, 2025 FERC announced the release of the 2025 taxonomies and as a result the 2025 annual taxonomy update is now available in the Workiva Platform and has been enabled on all FERC-related Workspaces. The new 2025 taxonomies are required...
We are happy to announce that the following SEC Taxonomies are now supported within the Workiva Platform: - 2025 U.S. GAAP Financial Reporting Taxonomy (GRT) - 2025 U.S. GAAP Employee Benefit Plan (EBP) - 2025 Closed-End Fund (CEF) - 2025...
On March 17, 2025, EDGAR Release 25.1 introduced updated validation messages that includes 14 additional rules added to FASB’s 2025 Data Quality Committee Rules Taxonomy (DQCRT). These additional rules will appear as yellow warning validation mess...
The SEC adopted amendments in 2022 to help modernize how information is submitted to the SEC with the issuance of the Final Rule for Updating EDGAR Filing Requirements and Form 144 Filings. These amendments include requirements for structured da...
We are happy to announce that the 2024 ESEF Taxonomy is now available in the Workiva platform! As mentioned in our article for ESEF Reporting Manual and Validation Updates, the European Securities and Markets Authority (ESMA) announced and publish...
We are excited to announce that following ESMA's publication of the 2024 Conformance Suite in January that we have released all the changes required based on the ESEF Reporting Manual updates made in 2024. All ESEF iXBRL files generated after this...
As announced by the SEC here, EDGAR will be closed on Thursday, January 9, 2025 out of respect for former President Jimmy Carter, pursuant to President Biden’s December 30, 2024 executive order. As such, January 9th will be treated as a federal ho...
On December 16, 2024, the SEC introduced EDGAR Release 24.4 that included EDGAR filing website and EDGAR Online updates as well as the following XBRL Updates: EDGAR will be updated to accept the 2024Q4 version of the Variable Insurance Products (...
***UPDATED DEC 2025*** As of December 3, 2025, the SEC has announced another temporary exception from compliance for Rule 13f-2 and Form SHO reporting, effective January 2, 2026 and ending on January 2, 2028. The first filing will be due no later...
Today is a filing deadline for many calendar year-end filers, and therefore there is a large amount of filings being submitted. This can sometimes cause filings to be posted on the SEC some time later than the usually expected, or disruptions to E...
Great news! The Cybersecurity Disclosure (CYD) taxonomy is now available within the Workiva platform! As noted in a prior blog post, SEC filers will be required to tag Cybersecurity disclosures with Inline XBRL beginning December 2024. XBRL Taggi...
In the wake of the SEC’s EDGAR Next webinar, we recognized there are still many questions out there. At Workiva, we’ve been busy gathering up info and publishing resources like this blog post to assist, but we know there are still more burning que...
On September 16, 2024, EDGAR Release 24.3 introduced changes to XBRL validations to include new warning messages surrounding Unselected Facts. Each fact not selected will appear as uncategorized facts and a new warning message will appear to conta...
Great news! SEC Filing Fee Exhibits with iXBRL are now supported within the Workiva platform! As noted in a prior community post, SEC Large Accelerated Filers will be required to submit filing fee information in an exhibit structured in iXBRL beg...
On July 1, 2024, it is anticipated that the SEC will complete the EDGAR release 24.2 that will introduce updates to support new and updated taxonomies, including the 2024 SEC IFRS taxonomy. As part of this release, the 2022 versions of taxonomies ...
Two recent SEC mandates require a change in filing format from plain text/HTML to XML. The filings affected are the N-PX, 13D and 13G. There is also a new XML-based form being introduced, Form SHO, to meet the requirements of the Short Position an...
Great news! The 2024 annual taxonomy update is now available in the Workiva Platform and has been enabled on all FERC-related Workspaces. This new taxonomy is effective for first quarter 2024 filings (for Forms 1, 2, and 6) as well as fourth quart...
Along with the recent EDGAR update on March 18, 2024, the SEC published the EDGAR XBRL Guide which outlines their use of the XBRL specification for Calculations version 1.1. This specification provides an improvement on reporting calculation incon...