Filing Wizard - Filing with iXBRL

Inline XBRL (iXBRL) is a technical change made by the SEC that combines the machine-readable XBRL instance document and the human-readable EDGAR HTML document into a single iXBRL document. The SEC announced a voluntary program in which forms 10-Q, 10-K, 6-L, 8-K, 10-F, or 40-F may be filed using iXBRL. To enable this feature, contact your CSM.

There is no risk to filing using iXBRL. You can file normally up to the last minute by turning iXBRL off, regenerating XBRL, and filing normally. You are under no obligation to continue using iXBRL even after filing a document using iXBRL.

Enabling iXBRL

To file using iXBRL, you will first need to activate it. In the project panel, click Project Properties, choose Filing Settings and select File Using iXBRL. This will enable iXBRL options in the Filing Wizard, allowing you to file using iXBRL.

image alt text

Generating iXBRL Documents

Once iXBRL has been enabled for your project, the first step in the Filing Wizard will become Generate iXBRL Documents. Clicking this will bring up any unresolved warnings and allow you to jump to the warning in your document. You should resolve these warnings before proceeding past this screen and generating your iXBRL.

Once you've generated iXBRL documents, you will need to proceed to generating EDGAR documents for your project. You can read more on that step in Filing Wizard - Generate EDGAR Documents. After your documents are generated, continue to follow the Filing Wizard as normal.