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Resources

Guides

Each guide is vendor-neutral practice guidance for one part of an SEC iXBRL filing, and closes with how Disclose IQ approaches it.

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All guides

  • Tagging a financial table from Excel

    How to tag an Excel table in XBRL for an SEC filing: give each row its concept and dimension members, give each column its context, then check the facts.

  • Section-level workflows for SEC filings

    Why each section of an SEC filing needs its own review workflow: how to design the stages, decide who reviews what, and contain one late note.

  • Pools, specializations and claiming

    Staffing XBRL peak season with role pools and specializations: route each section to a group, let eligible members claim it, and keep the worklist in view.

  • XBRL validation errors and warnings

    How to read XBRL validation errors and warnings before an SEC filing: what each one means, which errors must stop the work, and how to triage the findings.

  • Reusing a prior filing

    Reuse a prior filing's XBRL tags in the next period: what to import, what to compare concept by concept, and what to check again before accepting any of them.

  • Information barriers in disclosure work

    Independence checks, ethical walls, and embargo and insider lists around an SEC filing: what each control protects, and how teams apply them across their work.

See one section, end to end.

We'll take one note from a filing like yours from spreadsheet to reviewed, tagged disclosure in 20 minutes.

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