Frequently Asked Questions
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General Questions
- What browsers does SmartXBRL support?
- What documents can I upload to SmartXBRL?
- How do I create a new filing?
- How do you create a duplicate filing?
- How can I share a filing with someone else?
- What do the different types of periods mean?
- What is required for a 1st year filing?
- What is required for a 2nd year filing?
- How do I rollover my current filing for the next filing period?
Editing Tags
- How do I select a different tag for an entry in my table?
- How do I search for a specific tag in the taxonomy?
- How can I search for a specific tag in one of my tables?
- How do I create a company extension tag?
- How do you edit the DEI (Document Entity Information)?
- How do I edit tags and period types the Stockholders Equity Statement?
Creating/Editing Tables
- How do I edit tables in SmartXBRL?
- How do I exclude rows or columns?
- How do I add an additional table?
- How do I fix split columns?
- How do I create parenthetical tables?
- How do I add another face financial?
Creating/Editing Notes
Generating XBRL/HTML
- How do I create EDGARized HTML from a Word document using SmartXBRL?
- How do I validate and preview XBRL in SmartXBRL?
- How do I generate XBRL in SmartXBRL?
Fixing Errors
- I get an error when trying to save my generated XBRL to my desktop.
- My data was not imported when I tried to convert my document to XBRL.
- Why do I get errors when trying to generate XBRL?
- Why are my dates invalid?
- I fixed all of my filing errors, but when generating XBRL I still get errors.
- My notes are not showing up in SmartXBRL after uploading.
- My tables are not showing up in SmartXBRL after uploading.
Filing XBRL
Let Us Deliver Your XBRL Files
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We can help you meet this year's stringent detailed-tagging requirements. Contact us to get started |
Thank you for helping us with our 1st XBRL filing. You went above and beyond our expectations. We would not have been able to file on time if it weren’t for you.
- Dena, Magnum Group
Contact us to get started
- Dena, Magnum Group
Learn how to generate and file XBRL to the SEC using SmartXBRL.
Step 1: Automatically convert Word doc or existing EDGAR HTML filing to XBRL filing
Step 2: Review and edit the XBRL tags
Step 3: Validate and generate the complete XBRL filing
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We are looking for partners who will assist our clients prepare and file EDGAR and XBRL filings using SmartXBRL. Partnership Opportunities |