Lucanet XBRL Tagger

With the Lucanet XBRL Tagger, you tag your annual report and convert it to an iXBRL report package (Inline eXtensible Business Reporting Language), without an implementation project and without IT skills. The XBRL Tagger supports you in creating reports subject to an iXBRL mandate, including ESEF (European Single Electronic Format) reporting, which is mandatory for listed companies in the EU. The relevant taxonomies are already set up in predefined reporting requirements, and you can transfer a mapping you have created once to the following year.

For more information, see XBRL Tagger.

Yes, the Lucanet XBRL Tagger solution requires a separate license. The XBRL Tagger can take over documents directly from Lucanet Disclosure Management. To acquire a license, get in touch with your Lucanet contact or use the contact form↗ on Lucanet's website.

The Lucanet XBRL Tagger supports Word documents (DOCX) and PDF files (PDF). In the Dashboard, you use the Create new tagging file button to either upload a document from your computer or take it over directly from Lucanet Disclosure Management. When you upload a PDF file, you can optionally add a PDF mapping file (PDF.MAPPING) with the same base name to apply predefined XBRL mappings.

For more information, see Dashboard.

For the Lucanet XBRL Tagger to tag a Word document correctly and convert it to XHTML, the document must meet the following requirements:

For more information, see Preparing a Word File.

Yes. When you upload a new version of an already tagged document in the Lucanet XBRL Tagger using Import new file version, the XBRL Tagger automatically transfers the existing tags to the new version (roll-forward). In the Tag Update Preview, you then review each transferred tag and confirm or reject it before you apply the changes to the document.

For more information, see Using the Tag Update Preview.

The AI features of the Lucanet XBRL Tagger, such as the Tagger Agent, are only available if a valid AI license exists and the AI features are activated in the Lucanet CFO Solution Platform. Only a user with the License Manager role can activate the AI features. If you want to use the AI features in the XBRL Tagger, contact a user with the License Manager role.

For more information, see Tagging a Document with AI and Activating and deactivating the AI features.

In the Lucanet XBRL Tagger, you create a taxonomy extension for company-specific disclosures for which the standard taxonomy does not contain a suitable element. A taxonomy extension is only permitted if the core element of the taxonomy would lead to a misrepresentation. You must link each taxonomy extension to the core taxonomy by anchoring. Each taxonomy extension can have one wide anchor and any number of narrow anchors.

For more information, see Creating a Taxonomy Extension.

You generally submit the complete report package file (XBRI) that the Lucanet XBRL Tagger creates when it generates the report to the responsible authority. Submitting only the report file (XHTML) it contains is not sufficient. The additional Excel files in the ZIP package, such as the validation report and the calculation report, are intended only for internal purposes.

For more information, see Generating an XBRL Report Package.

The calculation report of the Lucanet XBRL Tagger usually shows invalid calculations for one of the following two reasons:

For more information, see Generating an XBRL Report Package.

In the Lucanet XBRL Tagger, each tag has a color-coded status that you use to track the progress of the tagging. The following tag statuses are available in the Lucanet XBRL Tagger:

You change the status using the Change status context menu, also for several tags at once.

For more information, see Displaying and Editing the Status of Tags.