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How do I rollover my current filing for the next filing period?

In order to reuse your filing for the next filing period, just use “Save Filing As” option, which will essentially duplicate your original filing. You can find out how to do this here.

Once you’ve duplicated your completed filing, you may reuse it for the next period by just entering in the new numbers. You don’t need to modify any of the tags. If you have notes however, you will need to upload a new Word document containing your new notes and include them as a separate document within your filing. Adding notes to your filing is the exact same process as adding tables to your filing. You can find out how to add your new tables to your filing by clicking here.


With little effort on your part, we can detail tag your XBRL data quickly and accurately using our revolutionary cloud-based SmartXBRL software. Contact us to get started

   Thank you for helping us with our 1st XBRL filing. You went above and beyond our expectations.  We would not have been able to file on time if it weren’t for you.
- Dena, Magnum Group