Filing and XBRL Tips

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Share your best practices, advice and how-to's for navigating the messy world of SEC, SEDAR, FERC, as well as XBRL and iXBRL!

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Business Wire and Workiva
  • Crystal
0 votos 6 comentarios
Both SRC and Accelerated Filer
Respondida
  • Paula Krystopolski
0 votos 1 comentario
Why does the test filing email show "Accelerated Filer" when our DEI and filing submission package show "Non-Accelerated Filer"?
Respondida
  • Steven Barcynski
0 votos 3 comentarios
Is it possible to Edgarize a pdf in a text searchable format for filing as an exhibit?
Respondida
  • Tarik Gause
0 votos 3 comentarios
Pdf would not Edgarize
  • Gaby Le
0 votos 0 comentarios
iXBRL and phantom tagging
Respondida
  • Barbara
0 votos 5 comentarios
SEC filing error - 13F documents submitted don't match match documents processed
Respondida
  • Permanently deleted user
0 votos 2 comentarios
Best practice for label suffixes?
Respondida
  • Amanda Isken
0 votos 1 comentario
Do exhibits in Form SD need to be hyperlinked?
Respondida
  • Patricia Castillo
1 voto 2 comentarios
When filing a Form SD, what is the correct period (date) to use for items 1.01 and 1.02?
Respondida
  • Marvin Contreras
0 votos 1 comentario
Tagging "What if" amounts
Respondida
  • Peter Willumsen
0 votos 1 comentario
Annual Report to Stockholders
Respondida
  • Boyd Kitchen
0 votos 1 comentario
Help choosing a tag for Cumulative effect of the change in accounting principle on the equity statement
Respondida
  • Tamara Hergert
0 votos 5 comentarios
What were your biggest challenges when switching to Inline XBRL (iXBRL)?
  • Chelsea Morley
0 votos 4 comentarios
Tips for typesetting your Proxy in Wdesk
  • Lauren Lee
0 votos 4 comentarios
Filing warning about PNG image
Respondida
  • Heather Hubbs
0 votos 1 comentario
Can you hyperlink to an exhibit that is not yet filed?
Respondida
  • Adam Veness
0 votos 2 comentarios
Thinking about using business wire function in Wdesk
  • Jeff Bridgett
0 votos 3 comentarios
Reducing XBRL Extensions
  • Megan Wandersee
0 votos 1 comentario
Does the SEC accept PDFs?
Respondida
  • Barbara
0 votos 2 comentarios
Using website addresses in filings
Respondida
  • Christie Kozlik
1 voto 1 comentario
Is it required to hyperlink to pre-EDGAR documents?
Respondida
  • Barbara
0 votos 1 comentario
Examples for new exhibit hyperlinking requirement
  • Clifton Gilliam
0 votos 7 comentarios
Period of report date for a proxy filing
Respondida
  • Kelly Allsup
0 votos 3 comentarios
SEC acceptance of filings
Respondida
  • Kelly Allsup
0 votos 1 comentario
Workaround to achieve vertical text in EDGAR documents
Respondida
  • Chad Zenisek
0 votos 5 comentarios
10-K/Q Cover Page font size suggestions
  • Michael Mannarino
0 votos 2 comentarios
Tips on how to file a 10-Q/A
  • Barb Hamilton
0 votos 1 comentario
When test filing 8-K, any way to input a future date that is beyond test filing date?
Respondida
  • Lan Bowman
0 votos 2 comentarios
Does any one use non-financial printers?
  • Faramarz Romer
0 votos 6 comentarios

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