XBRL Services in the United States
Specialist XBRL tagging, review, and validation for accurate, filing-ready regulatory reports
DataTracks provides specialist XBRL services in the United States. Our delivery team works on XBRL tagging, validation, and quality checks throughout the year, building deep, hands-on experience with SEC and FERC reporting requirements.
For applicable SEC filings, XBRL data is submitted using Inline XBRL, where machine-readable tags are embedded directly into the human-readable filing.
DataTracks XBRL services in the US
Full-service XBRL tagging
A dedicated specialist maps, tags, and reviews your filing, while your team retains final review and sign-off before submission.
XBRL reporting software
Your team can manage XBRL tagging in-house using DataTracks Rainbow, our cloud-based SEC reporting software, with specialist support available when you need help with taxonomy, tagging, validation, or filing requirements.
XBRL review and quality assurance
Already prepared the XBRL internally or through another provider? DataTracks can independently review the tagging before filing, including element selection, extensions, calculations, applicable EDGAR validation requirements, and relevant data-quality checks.
Taxonomy and extension management
We support element selection, period-over-period roll-forward, and careful use of extension elements to maintain accurate and consistent structured data.
XBRL filing preparation and EDGAR support
We prepare the completed XBRL filing package for submission through EDGAR or provide filing-ready files to your filing agent.
Need a wider filing service, including EDGAR HTML, typesetting, printing, and distribution, rather than XBRL tagging alone?
Prefer to manage XBRL reporting in-house?
Explore DataTracks Rainbow »
XBRL filings supported in the US
DataTracks supports XBRL requirements across SEC and FERC reporting in the United States.
Public companies and foreign private issuers
XBRL support for applicable disclosures in filings including 10-K, 10-Q, 20-F, 40-F, certain registration statements, and other SEC forms subject to structured-data requirements. For applicable SEC filings such as Forms 10-K and 10-Q, XBRL data is embedded directly into the HTML filing using the Inline XBRL format.
Registered funds
XBRL support for applicable fund disclosures, including Form N-1A prospectus information, applicable 485BPOS and 497 filings, and Tailored Shareholder Reports filed on Form N-CSR.
FERC filers
XBRL support for applicable FERC reporting requirements, including Forms 1, 1-F, 2, 2-A, 3-Q, 6, 6-Q, 60, and 714.
Full-service XBRL vs. XBRL reporting software: what’s your fit?
Teams can change their reporting model over time. A company may begin with a full-service approach, relying on specialists to manage XBRL tagging and filing preparation, and later move recurring filings in-house using Rainbow as internal capability develops.
DataTracks offers both approaches, allowing you to change your reporting model without changing your provider.
Outsource to DataTracks | Manage in-house with Rainbow | |
Best for | Lean teams, peak filing periods, first-time or complex filings | Teams that want day-to-day control of the reporting workflow |
Who tags | A dedicated DataTracks specialist | Your team, with specialist support available |
Review & QA | Included, with independent quality checks | Built-in validation, with specialist review available |
Workflow ownership | Managed by DataTracks | Managed by your team with specialist support |
Why tagging quality matters
XBRL is structured data. That means a filing can look correct to a human reader while still containing tagging, calculation, extension, or validation issues underneath.
- Tagging errors can trigger EDGAR validation issues, require rework, reduce data comparability, and affect how investors, analysts, and downstream data platforms interpret reported information.
- The SEC introduced mandatory XBRL financial-statement reporting on a phased basis beginning in 2009 and later transitioned applicable filings to Inline XBRL.
- Taxonomies continue to change, company-specific disclosures evolve, and data-quality checks continue to develop.
- Pre-filing review gives reporting teams an opportunity to identify potential issues before submission.
Why DataTracks for XBRL services?
20+ years of regulatory reporting experience
across multiple jurisdictions.
Specialist XBRL expertise
across SEC, FERC, and other regulatory reporting requirements.
Managed services and reporting software under one provider
allowing your reporting model to evolve with your needs.
Continuity across reporting periods
We help handle the financial statements that run through SPAC and de-SPAC filings, including the target's financials and the combined company's reporting.
ISO 27001:2022 certified
information security management.
ISO 9001:2015 certified
quality management processes.
How our XBRL service works
Send us your draft
Share your latest filing draft. It does not have to be final for the process to begin.
We review, map, and tag
Your specialist reviews the filing, selects the appropriate taxonomy elements, and applies the required XBRL tagging.
We validate
The tagged filing is checked against applicable EDGAR technical validation requirements and relevant data-quality checks.
You review and approve
Your team retains visibility into the tagged filing and provides final sign-off.
We prepare it for filing
We prepare the completed XBRL filing package for EDGAR submission or provide the filing-ready files to your filing agent.
What are XBRL services?
Once the financial close is complete, your financial statements are primarily designed for people to read. XBRL adds a structured, machine-readable layer to that financial information.
An XBRL service involves mapping information required to be tagged to the appropriate taxonomy elements, applying the required tags across the filing, reviewing the structured data, and validating the completed report before submission.
For applicable SEC filings in the United States, XBRL is submitted using Inline XBRL. Instead of submitting the XBRL data separately, Inline XBRL embeds the XBRL tags directly into the HTML filing. This allows the same filing to be read by people and processed by software.
For SEC filings, a complete XBRL service typically covers six key areas:
1. Taxonomy selection
Each disclosure required to be tagged must be mapped to an appropriate taxonomy element.
For US GAAP filers, this typically starts with the applicable US GAAP taxonomy, together with other SEC taxonomies where required.
2. Extension elements
Sometimes the standard taxonomy does not contain an appropriate element for a company-specific disclosure.
In such cases, a custom extension element may be created. Extensions need to be used carefully and only where an appropriate standard concept is not available.
3. XBRL tagging
This is where the required financial and disclosure information is mapped and tagged.
Depending on the filing requirements, tagging may cover financial statements, disclosures, footnotes, and required document and entity information using both block and detailed tagging.
4. Validation
Tagging alone is not enough.
The completed filing should be checked for technical errors and inconsistencies and validated against applicable EDGAR requirements and relevant data-quality checks, including applicable XBRL US Data Quality Committee rules.
5. Tag roll-forward
Existing tags and mappings can often be carried forward from one reporting period to the next, reducing repetitive work.
Those tags must still be reviewed against changes in the financial statements, disclosures, and applicable taxonomy.
6. Filing preparation
Once the SEC filing has been tagged, reviewed, and validated, the XBRL filing package can be prepared for submission through EDGAR.
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What’s the difference between full-service XBRL and XBRL reporting software?
With full-service XBRL, a DataTracks specialist handles the mapping, tagging, review, and validation while your team reviews and signs off on the completed filing.
With XBRL reporting software such as DataTracks Rainbow, your team manages the reporting and tagging workflow in-house, with validation capabilities and specialist support available when required.
Companies can also move from a managed-service model to an in-house software model as their internal reporting capability develops.
Are 10-K and 10-Q filings submitted in XBRL?
Companies subject to SEC structured-data requirements must tag the required information in their 10-K and 10-Q filings using XBRL.
For these filings, the XBRL data is submitted using Inline XBRL, which embeds the machine-readable XBRL tags directly into the HTML filing.
The 10-K and 10-Q are SEC filing forms; Inline XBRL is the format used to incorporate the required XBRL data within those filings.
What is Inline XBRL?
Inline XBRL is a format that allows XBRL data to be embedded directly into a human-readable HTML document.
For applicable SEC filings, this means companies can submit one filing that can be read by people while the tagged information can also be processed by software.
Inline XBRL is therefore a way of presenting XBRL data, rather than a separate reporting standard from XBRL.
Can DataTracks review XBRL prepared by another provider?
Yes. DataTracks can independently review existing XBRL tagging before filing. The review can cover element selection, extensions, calculations, technical validation issues, and applicable data-quality checks.
What happens if XBRL is tagged incorrectly?
Incorrect tagging can create validation issues, require rework, reduce the comparability of reported information, or cause downstream users and analytics platforms to interpret the data incorrectly.
Reviewing and validating the filing before submission helps identify these issues earlier in the process.
How long does XBRL tagging take?
Turnaround depends on the size and complexity of the filing and whether it is a first-time tagging exercise or a roll-forward from an earlier period.
For recurring filings, existing mappings and tags can often be carried forward and then reviewed against changes in the current-period filing and applicable taxonomy.
Ready for your next filing?
Send us a recent draft and talk to a DataTracks XBRL specialist about the right approach for your SEC or FERC reporting.
