Inline XBRL (iXBRL) Tagging Services

Full iXBRL tagging for SEC-mandated filings — financial statements, footnotes, schedules, cover pages, and filing fee exhibits. Level 1 through Level 4 detail tagging using current US-GAAP, IFRS, and SEC taxonomies.

What Is Inline XBRL?

Inline XBRL (iXBRL) is the SEC-mandated structured data standard for financial statements filed on EDGAR. It embeds machine-readable XBRL tags directly within HTML documents, allowing both humans and software to read the same filing simultaneously.

The SEC requires iXBRL tagging for all operating company financial statements (10-K, 10-Q, 20-F) and cover pages. This includes Level 1 through Level 4 detail tagging of financial statements, notes, and schedules. Additionally, the SEC now mandates iXBRL tagging for filing fee exhibits, expanding the scope of structured data requirements beyond financial statements.

Our iXBRL Services

Financial Statement Tagging

Complete tagging of balance sheets, income statements, cash flow statements, and statements of equity using the current US-GAAP or IFRS taxonomy.

Footnote Detail Tagging

Level 3 and Level 4 detail tagging of financial statement footnotes, schedules, and supplementary data as required by SEC rules.

Cover Page Tagging

Required cover page iXBRL tagging including entity information, document type, and filing metadata elements.

Filing Fee Exhibit Tagging

iXBRL tagging of filing fee exhibits (Exhibit 107) as required by SEC rules. We ensure fee table data is properly structured and validated against the SEC’s fee exhibit taxonomy to prevent EDGAR rejection.

Calculation Validation

AI-powered verification of calculation linkbases to ensure mathematical relationships between tagged elements are consistent and accurate.

IFRS Taxonomy Support

Full iXBRL tagging using IFRS taxonomies for foreign private issuers reporting under International Financial Reporting Standards, including IFRS-specific extensions and disclosure requirements.

Filing Fee Exhibit iXBRL Tagging

The SEC now requires that filing fee exhibits (commonly Exhibit 107) be submitted in iXBRL format. This mandate applies to registration statements (S-1, F-1, S-3, S-4, F-4, and others), proxy statements, tender offer filings, and other form types that include a fee table. The filing fee exhibit must be tagged using the SEC’s dedicated fee exhibit taxonomy and validated before submission.

This requirement has been progressively enforced through EDGAR system releases, with EDGAR Release 26.1 (March 2026) adding strict validation rules that reject filings with improperly tagged or malformed fee exhibits. Federal Filings stays current with every EDGAR release to ensure your fee exhibits pass validation on the first submission.

Fee Table Structuring

We structure the fee table data — including security types, proposed maximum offering prices, fee rates, and total registration fees — into the correct iXBRL elements required by the SEC fee exhibit taxonomy.

EDGAR Validation Compliance

Every fee exhibit is validated against current EDGAR acceptance rules before submission. We test against the latest validation engine to catch errors that would cause filing rejection, including the strict checks introduced in recent EDGAR releases.

IFRS Taxonomy Tagging

Foreign private issuers that report under International Financial Reporting Standards (IFRS) must use the IFRS taxonomy for their iXBRL-tagged financial statements. IFRS tagging presents unique challenges compared to US-GAAP, including different taxonomy structures, presentation linkbase conventions, and disclosure requirements.

Federal Filings has deep experience with IFRS taxonomy tagging for 20-F annual reports, F-1 and F-3 registration statements, and other filings by foreign private issuers. We handle both the IFRS Foundation’s base taxonomy and the SEC’s IFRS reporting taxonomy, including the creation of custom extension elements when IFRS standard elements do not adequately capture a filer’s specific disclosures.

IFRS Financial Statements

Complete iXBRL tagging of IFRS-prepared financial statements including the statement of financial position, statement of comprehensive income, statement of changes in equity, and statement of cash flows.

IFRS Footnote Tagging

Detail tagging of IFRS-specific footnote disclosures, including segment reporting, financial instruments (IFRS 9), leases (IFRS 16), revenue recognition (IFRS 15), and other standards with unique disclosure structures.

Dual-GAAP Support

For filers that present reconciliations between IFRS and US-GAAP, or that transition between reporting frameworks, we handle the tagging complexities of dual-standard presentations.

IFRS Taxonomy Updates

We track annual IFRS taxonomy releases from the IFRS Foundation and update our tagging processes accordingly, ensuring filings reflect the most current taxonomy version accepted by EDGAR.

Supported Filings

10-K10-Q20-F 10-K/A10-Q/A20-F/A S-1F-1S-4F-4 Cover PagesFee Exhibits (Ex. 107) US-GAAP TaxonomyIFRS Taxonomy SEC Fee Exhibit TaxonomyCustom Extensions

Frequently Asked Questions

What is the difference between Level 1 and Level 4 iXBRL tagging?

Level 1 covers the face of financial statements (balance sheet, income statement). Level 2 adds footnotes as text blocks. Level 3 tags individual data points within footnotes. Level 4 is the most granular, tagging all quantitative and qualitative disclosures in detail.

Do you use custom taxonomy extensions?

When standard taxonomy elements do not adequately represent a filer’s specific disclosures, we create custom extension elements following SEC guidance for extension taxonomy best practices. This applies to both US-GAAP and IFRS filers.

How do you handle taxonomy updates?

We update to each new US-GAAP and IFRS taxonomy release as soon as it becomes effective. Our team monitors FASB, IFRS Foundation, and SEC taxonomy changes to ensure filings use the most current elements.

What is the filing fee exhibit iXBRL requirement?

The SEC requires that filing fee tables (typically filed as Exhibit 107) be submitted in iXBRL format using the SEC’s fee exhibit taxonomy. This applies to registration statements, proxy statements, tender offers, and other filings that include fee calculations. EDGAR validates these exhibits and will reject filings with improperly tagged fee data.

Do you support IFRS taxonomy tagging for foreign private issuers?

Yes. Federal Filings provides full iXBRL tagging using the IFRS taxonomy for foreign private issuers filing 20-F annual reports, F-1 registration statements, and other SEC filings prepared under International Financial Reporting Standards. We handle IFRS-specific footnote disclosures, custom extensions, and annual taxonomy updates.

What happens if a filing fee exhibit fails EDGAR validation?

If a fee exhibit does not pass EDGAR’s iXBRL validation, the entire filing will be suspended or rejected. Federal Filings validates every fee exhibit against the current EDGAR acceptance rules before submission to ensure first-pass acceptance. We stay current with every EDGAR release — including the strict validation changes introduced in EDGAR Release 26.1 (March 2026) — to prevent rejection.

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