Share your best practices, advice and how-to's for navigating the messy world of SEC, SEDAR, FERC, as well as XBRL and iXBRL!
Hello, What is the most efficient approach to roll forward XBRL tagging from third quarter to year-end reporting? Is it best to have a Masterfile (spreadsheet and document with both 10-K and 10-Q) and to put the annual sections in non-printing sec...
There were several Workiva incident reports about users having difficulty filing with the SEC using the New Generation Platform. Have there been updates on why this is occurring and if it will continue in the future?
The SEC has announced an additional 45-day extension on filings through July 1, here: https://www.sec.gov/news/press-release/2020-73. Though this so far not being well used, there has been some questions about it. In general, you should reach out ...
Hi All, I have successfully tagged my 10-Q cover with the title of 12(b) security for our par value per share. However, I am also using that par value number within the footnotes and the cover page view in the SEC viewer is picking up all instan...
Has anyone heard an update (or information at all) about iXBRL not working on Internet Explorer 11? I know Chrome is the preferred browser for Wdesk, but I still have to use IE for other applications. I noticed at least a month ago that pulling up...
I'm trying to ascertain the possible risks involved with tagging our documents and what, if any regulatory penalties can/will be associated with improper tagging (ex: not using the correct concept for a specific number or what ratio of custom tags...
I used the DQ Company project as a template to copy and paste the newly required tags for the coverpage; however, I am getting some errors. Does anyone know how to fix? 1) For "Large accelerated filer" I am getting an error that the the fact ha...
We have a team of six members who contribute in preparation of SEC reporting documents. Currently the various sections, which a particular member need to update are assigned in an excel file and a peer reviewer is assigned too. We are facing follo...
One of the new requirements of the FAST Act is that we will need to hyperlink references to other documents on EDGAR. Since we have references to certain sections of the 2018 10-K within our current 10-Q, I was trying to add these hyperlinks in...
Hi,We are currently evaluating whether to convert to iXBRL in-house or use Workiva for assistance. For those filers in the community that have converted in-house, how long did the migration take in terms of hours required by your team (prep, revie...
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.
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).
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 $X as it ...
We are getting ready to file our 2017 Annual Report to Stockholders. Does anyone know if we are supposed to include the exhibits in this filing. It seem that there is quite a bit of diversity in practice.
What tag should be used for the Cumulative effect of the change in accounting principle on the equity statement? This is related to the recent adoption of Revenue Recognition principle. The tag that I'm looking for is should have a duration type. ...
For those who have made the transition to iXBRL, what were your challenges, pains, etc.? Are there any suggestions or warnings you would offers those ready to switch over?
Is there a way to typset a proxy in Wdesk rather than having to send it to a traditional financial printer to do so?
What benefits ($, 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...
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.
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 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?
