The 4 main financial statements that must be tagged are: The Balance Sheet, the Statement of Operations, the Statement of Cash Flows, and the Stockholder’s Equity. All pertinent financial information within your Notes to Financials will also need to be tagged.
No. Only files that contain financial reporting need to be tagged. This includes a form 10-K, 10-Q, 40-F, and 20-F, with the last two only needed XBRL tagging if they are being used as annual reports.
The SEC requires your company to file inline XBRL starting June 15, 2019 for large accelerated filers, June 15, 2020 for accelerated filers, and June 15, 2021 for all other filers.
The tagging process depends on how complex your financial statements and notes to financials are. To learn more, visit our EDGAR page or please reach out to our EDGAR Department at 469-633-0101.
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