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!

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

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