On June 28, 2018, the SEC voted to adopt amendments to the XBRL reporting requirements that would require registrants to use the Inline XBRL format for the submission of financial statement information and fund risk/return summary information.

The SEC’s Office of Financial Management Filing Fees announced the release of the web-based Registration Fee Estimator 1.2. Included in this release are all effective fee-bearing form types.

The recent breach at the SEC illustrates how prevalent internet cyberattacks have become. They are a ubiquitous threat, inherent to the information exchange the internet provides. Often times with little warning or even indication that the event is occurring, hackers can infiltrate secure systems and access nonpublic information that could be exploited or damaging to multiple parties. Particularly when it comes to EDGAR, a great deal of sensitive, private information is regularly exchanged between companies and the SEC. Should this information be accessed before it’s appropriate, it could lead to all sorts of undesirable consequences. Even something as simple as prior knowledge of the type of form a company is in the process of filing can result in unwanted outcomes. Therefore, it’s essential that we as filers, filing agents, and other involved parties protect ourselves from unwanted intrusions.

On September 12th, 2017, SunSpec Alliance and XBRL US announced the launch of a 30-day public review period on the initial draft of the Orange Button taxonomy for solar financing.

Starting as early as next month, accelerated filers will need to comply with new hyperlinking rules adopted by the SEC earlier this year. These form amendments now require companies who file registration statements or reports subject to the exhibit requirements under Item 601 of Regulation S-K or who file Forms F-10 or F-20 to include a hyperlink to each exhibit listed in the filing’s exhibit index. This is intended to make it simpler for investors and other interested parties to locate the exhibits included or referenced in a filing.

The SEC recently released draft technical specifications for two new forms: Form N-CEN and Form N-PORT. With the upcoming release of EDGAR 17.3 (scheduled to be released September 11), these new forms will be implemented for testing.

Through Novaworks Submission Service (NSS), it’s possible to automatically schedule filings. This is an extremely handy tool to help streamline your submission process, as not only can you prepare your filing in advance, you can also have GoFiler send it to the SEC for you and notify you and your production team of the filing’s status.

When EDGAR Release 17.1 goes into effect on March 13, 2017, new online versions of the Transfer Agent filing forms will become mandatory. These forms, TA-1, TA-1/A, TA-2, TA-2/A, and TA-W, will become available on the EDGAR Filing Website.

With the SEC’s announcement that filers can now voluntarily submit Inline XBRL to EDGAR, you may be wondering what Inline XBRL is and whether you should make the switch. We’ll help you gain a better understanding of Inline XBRL and what ramifications - both good and bad - you may encounter should you choose to transition to it.

As the deadline for the first Form N-MFP1 filing draws closer, it’s important to know what your options are for working with this new type of filing. As with Form N-MFP, the SEC is not providing any editing software so filers are essentially on their own to find a solution for creating and editing this form.

When the SEC moved their XBRL Viewer software to Python, the underlying architecture of the application changed significantly and now requires a bit more set up to get the software up and running. If you use GoFiler Complete or GoXBRL, our development team has integrated a script into our software to automatically install the XBRL Viewer for you. If you want to know how to install the XBRL Viewer on your own, read on.

The SEC made a few changes to their EDGAR Renderer (XBRL Viewer) and quietly released version 3.3 in the beginning of November. Most of the changes are improvements and address issues that were introduced with the previous release of the software.

With the second quarter Q season in full swing, many filers are noticing for the first time that the SEC has changed their XBRL viewer. Because the SEC released a new version of the viewer between major filing deadlines, the update happened without a lot of notice. In this article, we will cover the changes the SEC made to their viewer and discuss both the improvements that were made as well as some new problems filers might be encountering.