Tuesday, December 05. 2023
SEC Issues Interactive Data Test Suite Update
The SEC announced that the Interactive Data Test Suite has been updated. For a summary of changes, see the change log in the last section of the summary file.
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Wednesday, November 22. 2023
GoFiler Online Update
GoFiler Online will be updated to version 2.11b on November 22, 2023 at 6:00 p.m. ET. There will be no downtime of the website due to this upgrade. {expires: 2023-11-24}
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Monday, November 20. 2023
New Release (5.20c) for the GoFiler Family of Products
Version 5.20c of all applications in the GoFiler Suite has been released. This release contains support for the new Filing Fee Disclosure (FFD) and Fund (FND) Taxonomies, as well as autotagging for the FFD filing fee calculation table. In addition, this version features improvements to XDX, XBRL, and EDGAR validation.
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Friday, November 17. 2023
SEC Releases 2024 Peak Filing Volume Dates for EDGAR Filings
On November 14th, the SEC published the 2024 Peak Filing Volume Dates for EDGAR filings. To help filers avoid missing deadlines and to reduce online traffic around crucial filing dates, the SEC releases a filing schedule detailing when it expects to receive the highest volume of EDGAR filings. The 2024 Peak Filing schedule is now available on the SEC’s EDGAR Calendar webpage.
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Wednesday, November 15. 2023
SEC Releases Findings from Evaluation of Filers’ Use of Labels for the Same Reported Item on the Income Statement over Multiple Periods
On November 3rd, the SEC’s Division of Economic and Risk Analysis (DERA) concluded its assessment of how filers label the elements used in tagging reported items on the income statement over multiple periods. Staff noted that some filers use various labels for the same element used to tag the same reported item on the income statement from one period to the next. This even occurred when the description of the reported item did not change. More specifically, filers used one label in a certain form (such as Form 10-Q) while using a different label for the same element in a different form (such as Form 10-K). For instance, the element “Revenue from Contract with Customer, Excluding Assessed Tax” should not use the label “Operating revenue” on Form 10-Q while using the label “Total operating revenue” on Form 10-K.
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Monday, October 23. 2023
New Release (5.20b) for the GoFiler Family of Products
Version 5.20b of all applications in the GoFiler Suite has been released. This release contains support for the new EDGAR Next Beta system. Features to use the EDGAR Next Beta system are early in development with additional tools to handle delegation and user management forthcoming. This version of the software allows users to set up filing credentials and begin to use the EDGAR Next Beta. This release also contains support for the GRIP/ACFR taxonomy for use with the state of Michigan.
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Thursday, September 14. 2023
SEC’s EDGAR Business Office to Present Demo on EDGAR Next Beta
The SEC’s EDGAR Business Office will host a webinar that will include an overview of the EDGAR Next proposing Beta and a presentation of the functionality contained in the potential technical updates to EDGAR. The webinar will take place on Tuesday, September 19, 2023, from 12:00 p.m. to 1:00 p.m. ET. The webinar is free and open for the public to attend. {expires: 2023-09-20}
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SEC Publishes Rule Proposal to Enhance EDGAR Filer Access and Account Management, Announces Beta Testing
The SEC has announced that it is proposing rule and form amendments to improve filer access and account management on the SEC’s Electronic Data Gathering, Analysis, and Retrieval system (EDGAR) connected to potential technical updates to EDGAR (collectively referred to as “EDGAR Next”).
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SEC Publishes Sample Letter to Companies Regarding XBRL Disclosures
On September 7th, the SEC’s Division of Corporation Finance indicated it may begin issuing comment letters to issuers concerning their XBRL disclosure documents. The Division has released a sample letter that a company may receive from the SEC once a company’s submitted filing is reviewed. The letter directs the issuer to revise or update their disclosure and respond to the SEC’s comments.
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Monday, September 11. 2023
Enhanced Reporting of Proxy Votes Form N-PX
Changes to Form N-PX were finalized by the SEC on July 23, 2014, and will become effective on July 1, 2024. The changes to Form N-PX include a major modernization in how the form will be reported to the SEC. After July 1, 2024, managers and funds will be required to file their first reports on amended Form N-PX by August 31, 2024 (with these reports covering the period of July 1, 2023, to June 30, 2024) in a structured XML format.
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Form N-PX Now Available on GoFiler Online
GoFiler Online has been updated to version 2.10a, which includes the new XML format of Form N-PX. Changes to Form N-PX will become effective on July 1, 2024 and include a major modernization in how the form will be reported to the SEC. Users can preview and test the new form at www.gofiler.online.
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FASB Publishes Technical and Other Improvements for 2024 SEC Reporting Taxonomy
The Financial Accounting Standards Board (FASB) staff has released proposed technical and other conforming enhancements for the 2024 SEC Reporting Taxonomy and the related release notes for public review and comment. The proposed taxonomy enhancements include new elements related to disclosures about share repurchase programs and insurance and modified references changes which comprise a range of topics as part of the FASB staff's ongoing efforts to maintain current references for all of the elements.
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Tuesday, September 05. 2023
SEC Provides Filers Opportunity to Participate in EDGAR Filing Fee Beta
The SEC staff has announced the upcoming EDGAR Filing Fee Beta, which will be open from October 2, 2023 through December 22, 2023. All filers (including accelerated filers) are invited to participate in this Beta, which will allow filers to test the technical and structured data features of the Filing Fee Disclosure and Payment Methods Modernization rule. The Filing Fee Beta environment also will give filers the opportunity to construct structured filing fee-related information using the new Fee Exhibit Preparation Tool that includes features including prompts, explanations, and automated calculations to produce a filing fee exhibit (EX-Filing Fees) in submission-ready format.
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Tuesday, August 01. 2023
SEC Adopts Rules on Public Company Cybersecurity Disclosures
The SEC has announced that it is adopting rule amendments to improve and standardize disclosures for cybersecurity risk management, strategy, governance, and incidents by public companies subject to the reporting requirements of the Securities Exchange Act of 1934. In particular, the SEC is adopting rules and rule amendments that will require current disclosure about material cybersecurity incidents.
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Wednesday, July 19. 2023
SEC Issues Draft 2023 Share Repurchase (SHR) Taxonomy
On July 17th, the SEC announced that it has released a draft version of the Shareholder Repurchase (SHR) XBRL Taxonomy and accompanying taxonomy guide. In May 2023, the SEC approved amendments to its rules to update and enhance transparency concerning repurchases of an issuers equity securities registered under the Securities Exchange Act of 1934.
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