2026 updates
EDGAR 26.3: the taxonomy checks to make before your next filing
EDGAR stopped accepting 2024 taxonomies in September 2026. Check your namespaces, templates and validation workflow before reusing a filing package.
Read articleTHE EDGAR CONVERSION KNOWLEDGE DESK
The filing workflow,
explained.
Current SEC developments and practical document-production guides. Primary sources, useful checklists and a clear distinction between rules and workflow advice.
2026 updates
The 2026 Filer Manual update: where XBRL guidance moved
The October 6, 2026 effective rule moved technical XBRL submission guidance into the EDGAR XBRL Guide. Update your production reference library.
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EDGAR access
EDGAR Next annual confirmation: a practical account checklist
Find the account deadline, check authorized people and delegations, and understand what happens if an EDGAR Next annual confirmation is missed.
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Document conversion
Word to EDGAR HTML: the handoff checklist that prevents rework
Prepare an approved Word source, reconcile financial tables and control revisions before converting a document for an EDGAR filing package.
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PDF to EDGAR HTML: why OCR is only the first step
Understand scanned PDF, OCR and table-reconstruction risks before using a PDF as the source for an EDGAR document conversion project.
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EDGAR HTML vs Inline XBRL: what changes in the workflow?
HTML conversion and Inline XBRL tagging solve different problems. Learn which questions to ask before commissioning an SEC filing document.
Read articleFiling workflow
10-K and 10-Q deadlines: plan the production work backward
Compare the standard 10-K and 10-Q filing periods and build a source, proof, tagging and approval schedule without confusing it with legal deadline advice.
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8-K production under time pressure: keep exhibits and approvals aligned
A practical 8-K document handoff: identify the applicable item, confirm the deadline with counsel, control exhibits and proof the exact package.
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EDGAR conversion quality control: 12 checks beyond appearance
Use a practical 12-point document checklist for tables, links, characters, exhibits, revisions and technical ownership before a filing handoff.
Read articleSEC research
How to find SEC filings for free and identify the right document
Search EDGAR by company, CIK, form and date; distinguish the main filing from exhibits and use official APIs without confusing research with submission.
Read articleFROM RESEARCH TO PRODUCTION
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