Share your best practices, advice and how-to's for navigating the messy world of SEC, SEDAR, FERC, as well as XBRL and iXBRL!
I'm exploring the Business Wire option in Workiva. Does anyone have any advice or knowledge on the subject? Does the option to file through Business Wire cost any extra? I know that Business Wire charges for the service but does Workiva charge to ...
After the amendments to the smaller reporting company definition, we are now both an accelerated filer and can follow SRC rules for scaled disclosures. We have checked both boxes on the cover page of our 10Q/K . In the DEI we have an Entity F...
Last year, we filed as an accelerated filer. This is our first time changing from accelerated to non-accelerated.
Any feedback would be much appreciated.
My team and I uploaded a pdf of our investors' presentation to an 8-K but then could not Edgarize it. The "Edgarizing in progress" window got stuck on either the 2nd or 3rd "bar", and eventually did not yield any htm or jpeg files in the correspon...
About phantom tagging (or parenthetical tagging like on BS) which I understand will give up an iXBRL warning. Do I ignore the warning or do I have to somehow retag the hidden facts? Thanks.
Has anyone received the following comment when submitting a 13F filing "The number of documents submitted to the SEC (1 document) does not match the number processed by the SEC (0 documents).
Is there a best practice for label suffixes (i.e. bracketed [Abstract], [Line Item]) and whether to include them in the presentation or not? I have seen both.
Do exhibits to Form SD required to be hyperlinked?
When navigating the filing wizard for Form SD, which period should be used for Items 1.01 and 1.02? Is it the period the report relates to (i.e. 12/31/XX)?
I have several amounts in my document that are not part of my disclosed financial amounts but rather 'what if' amounts (i.e., "the balance of A/R would have been $X if ASUXXX was not adopted"). What convention should I use to tag A/R of $X as it ...
We are getting ready to file our 2017 Annual Report to Stockholders. Does anyone know if we are supposed to include the exhibits in this filing. It seem that there is quite a bit of diversity in practice.
What tag should be used for the Cumulative effect of the change in accounting principle on the equity statement? This is related to the recent adoption of Revenue Recognition principle. The tag that I'm looking for is should have a duration type. ...
For those who have made the transition to iXBRL, what were your challenges, pains, etc.? Are there any suggestions or warnings you would offers those ready to switch over?
Is there a way to typset a proxy in Wdesk rather than having to send it to a traditional financial printer to do so?
I received a filing health check message about my image file being in PNG format. The image says its a .jpg in my project. How do I resolve?
We are filing a 10-K and then an S-8 immediately after. One of the exhibits filed with the S-8 will be pulled from the 10-K. Is there a way to link it before it's filed so I can file one after the other, or do I need to wait until the 10-K shows u...
What benefits ($, time, etc) have companies seen? I'm also trying to understand how it changes the process on the Business Wire side. If you upload using Wdesk does it take away the type setting done by Business Wire and having to review ther...
It has become our goal to attempt to clear as many extensions as possible within our quarterly and annual SEC filings. I hope to gain some clarification on the implications of extensions. For example, is it a better practice to extend a concept or...
My legal team has asked whether or not we can file our proxy statement in both an htm and a pdf? Does anyone have any experience submitting a pdf to the SEC? Thanks.
If I want to include my companies website in my filling using www.companyname.com, will this cause a problem with my filing? It doesn't cause a problem in my earnings release, but I wanted to check as this will be in my 10-Q filing.
I have a question that follows on from the conversation regarding hyperlinking older documents. Is this part of the requirement as I had thought that it is required going forward in 2017, but not back. Thanks.
Does anyone know of a Company filing that is already in compliance with the hyperlinking requirement that I could review as an example on the SEC website?
What is the period of report date for a proxy filing?
How do I know for sure when my filing has been accepted with the SEC?
For vertical text in EDGAR documents, one method is to prepare the text in an image editor, rotate accordingly, and then drop the image into the cell.
What is the typical font size used on a 10-K/Q cover page (primarily the text below the company address)? I'm trying to keep it to one page but using 10pt seems to push text onto a second page. Does anyone use 8pt?
What is the setup process for filing a 10-Q/A or please point me to the resource that walks me through it? Thanks!
When we test file 8-k, we could not enter future date. Anyway to input date beyond test filing date? If this is something we could not do currently, we are hoping Webilings could add this function in the near future.
Does any one use non-financial printers to print and distribute Proxy and 10-Ks? If so can you recommend any that you have had good experiences with?
