DQC_0168
Approved
Jan 16, 2024

Tax Reconciliation Calculation

This rule identifies where the filer has not reported a calculation linkbase for the monetary and rate based tax reconciliation in a 10-K or 20-F filing.


DQC_0167
Approved
Jan 16, 2024

Inconsistent Calculation Roots

The rule is intended to detect those filings where filers have not defined the calculation linkbase correctly for the Balance Sheet, Income Statement and Statement of Comprehensive Income.


Communications & Services Steering Committee Meeting

3:00 PM ET Tuesday, May 21, 2024
XBRL US Web Conference
Join the meeting

XBRL US Members are invited to get involved by attending this monthly meeting to discuss strategy and get updates on Committee workstreams. Learn more about XBRL US Steering Committees; email membership@xbrl.us to get involved.


Domain Steering Committee Meeting

2:00 PM ET Tuesday, May 21, 2024
XBRL US Web Conference
Join the meeting

XBRL US Members are invited to get involved by attending this monthly meeting to discuss strategy and get updates on Committee workstreams. Learn more about XBRL US Steering Committees; email membership@xbrl.us to get involved.


Communications & Services Steering Committee Meeting

3:00 PM ET Tuesday, April 16, 2024
XBRL US Web Conference
Join the meeting

XBRL US Members are invited to get involved by attending this monthly meeting to discuss strategy and get updates on Committee workstreams. Learn more about XBRL US Steering Committees; email membership@xbrl.us to get involved.


Domain Steering Committee Meeting

2:00 PM ET Tuesday, April 16, 2024
XBRL US Web Conference
Join the meeting

XBRL US Members are invited to get involved by attending this monthly meeting to discuss strategy and get updates on Committee workstreams. Learn more about XBRL US Steering Committees; email membership@xbrl.us to get involved.


Webinar: SEC Rule – Tailored Shareholder Reports for Mutual Funds and ETFs

3:00 PM EDT Wednesday, May 15, 2024
XBRL US Webinar
REGISTER

Attend this 75 minute webinar to hear from the SEC’s Division of Investment Management about the Tailored Shareholder Report rule for mutual funds and ETFs. Learn about rule requirements, how workflow could change, and how to comply.


Center for Data Quality Committee Meeting

10 AM ET Thursday, March 14, 2024
XBRL US Web Conference

At this meeting, industry leaders will participate in discussions and plans for developing guidance and rules for use by public companies complying with the XBRL requirements of the US Securities and Exchange Commission. Learn about the Data Quality Committee.


FDTA: Entity and Security Identifiers

3:00 PM ET Thursday, March 28, 2024
XBRL US Webinar
Watch / listen to event

Regulators require the use of many different entity identifiers, from the LEI to the CIK to the DUNS to the UEI. Likewise, they use many different securities identifiers, from the CUSIP to the FIGI to the ISIN. Identifiers in use today may be open-source or commercially used. They may be globally used or limited to […more]


Ten tips & techniques for using the XBRL API

By David Tauriello, Vice President of Operations, XBRL US Everyone appreciates a good tip. While no substitute for a comprehensive review of all relevant information, shortcuts that enhance efficiency, save money, or broaden a perspective are useful and can have a lasting impact. Since 2018, we’ve been making data we’ve copied into our Public Filings […more]