EDGAR
Filer credentials, verification, and submission errors.
Guide 01SEC correspondence on EDGARWhat staff comment letters and company responses are, when the SEC publishes them, and where to view or download them in TakePublic.
Guide 02EDGAR codesWhy TakePublic needs the company's CIK and CCC before anything can be transmitted, who holds the CCC, how it is stored, and where to enter and test it in Settings.
Guide 03What Verified on TakePublic meansThe check beside your ticker says the company is verified: by an Active delegation, a work email on its website domain, a colleague there, or the contact its filings publish. It is not permission to file.
Guide 04Delegate to TakePublic in EDGAR NextWhy the company and each reporting person must delegate filing authority to TakePublic's EDGAR account (CIK 0002150715), the dashboard steps, and how TakePublic records and checks it.
Guide 05Annual EDGAR account confirmationOnce a year an account administrator confirms the company's EDGAR account by a quarter-end due date; what lapsing costs, how TakePublic reminds you and records it.
Guide 06Get EDGAR access codes on Form IDA company without a CIK and access codes cannot file anything. Form ID on the SEC dashboard issues them; what to have ready, the steps and the turnaround.
Guide 07Test your EDGAR codesSend an EDGAR test submission with the saved company codes before your first real filing.
Guide 08EDGAR hours and filing datesWhen EDGAR accepts submissions, assigns filing dates, and queues work sent after hours.
Guide 09Submission errorsWhat happens when EDGAR doesn't accept a filing, and what to do for each cause.