Standards Tracker Create-a-Chart

Use the Standards Tracker Create-a-Chart to generate a chart displaying Standards filtered by date, issuing body, status, SEC forms and keywords.

1. Click the Tools tab. 
2. Click Create-a-Chart in the left menu heading.
3. Then select Standards Tracker to open the following screen:

4. Follow the numbered steps. First select Yes or No for the option Include guidance and related materials in chart results?
5. Complete any of the optional filters to tailor the chart as necessary:
• Using the date range tool, select a date range in which activity was issued.
• Select any issuing bodies you want to include by clicking the applicable check boxes.
• Select a Standard Status by clicking the applicable option.
• Select the SEC Forms from the drop-down menu that you want included in the chart standards.
• Enter any keywords to search for.

6. Click Create the Chart at the bottom of the screen to display your results on a chart.
7. Click Show Summary to display summary information for your selections, along with links to interactive documents.
8. Scroll down if you want to select one of the interactive checklists.  

Here's an example of an interactive checklist, which is displayed as a pop-up window on top of the create-a-chart screen:

Related Topics:

• International US Tax Treaties Create-a-Chart
• International Tax Rates Create-a-Chart
• State & Local Create-a-Chart
• Financial Reporting - Create-a-Chart
• Payroll Create-a-Chart
• Calculators
• Form/Line Finder
• Cost Basis Plus

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