Get the free Form 10-Q

This document is a quarterly report that provides detailed financial information for Dell, Inc. for the period ending October 29, 2004, including financial statements, operational results, and notes

How to fill out form 10-q

How to fill out Form 10-Q

1. Start by gathering the necessary financial information for the reporting period.
2. Complete the cover page with the company name, address, and SEC file number.
3. Include the quarter-end date and check the appropriate box for the type of report being filed.
4. Prepare the financial statements: balance sheet, income statement, cash flow statement, and statement of stockholders' equity.
5. Provide the management's discussion and analysis (MD&A) section to discuss results of operations and financial condition.
6. Fill out additional disclosures as required by the SEC, including risk factors and changes in internal controls.
7. Review all information for accuracy and completeness.
8. Make sure to sign the report by the appropriate officers.
9. Submit the Form 10-Q electronically through the SEC's EDGAR system.

Who needs Form 10-Q?

1. Publicly traded companies in the United States are required to file Form 10-Q.
2. Investors and analysts who seek to evaluate the financial performance of companies.
3. Regulatory bodies monitoring compliance with securities laws.
4. Financial institutions assessing credit risk.

People Also Ask about

What is the difference between a Form 10-K and a Form 10-Q?

While 10K reports are due annually and must include audited financial statements, 10Q reports are due quarterly, three times a year, and include unaudited financial statements. 10Q filings provide shareholders and the public an on-going update on a company's performance over the year.

Which of the following entities requires the filing of the Form 10-Q?

Yes, all U. S. public companies issuing common shares of stock that trade on exchanges are required to file Form 10-Q.

What is Form 10-Q used for?

The 10-Q provides a window into the financial health of a company. Investors can use the form to get a sense of its quarterly earnings and other elements of its operations and to compare them to previous quarters. Thus, it is a dependable performance-tracking tool.

When must a 10-Q be filed?

Information for the final quarter of a firm's fiscal year is included in the 10-K, so only three 10-Q filings are made each year. The form 10-Q must be filed within 45 days of the end of the quarter.

Who has to file 10-Q?

Any publicly traded company must file the Form 10-Q, along with the Form 10-K and other required filings. The SEC gives two timeframes for filing: Large accelerated and accelerated filers with a float exceeding $700 million need to submit Form 10-Q within forty days of the quarter's end.

What is the purpose of the Form 10-Q?

The Form 10-Q includes unaudited financial statements and provides a continuing view of the company's financial position during the year. The report must be filed for each of the first three fiscal quarters of the company's fiscal year.

What is the difference between a Form 10-K and a Form 10-Q?

While 10K reports are due annually and must include audited financial statements, 10Q reports are due quarterly, three times a year, and include unaudited financial statements. 10Q filings provide shareholders and the public an on-going update on a company's performance over the year.

Is Form 10-Q audited?

Form 10-Q is similar to Form 10-K but less detailed. Additionally, the financial statements in a 10-Q are near the beginning of the filing, unlike the 10-K. The financial statements in a Form 10-Q are considered unaudited, unlike in the 10-K, where a full audit is performed.

For pdfFiller’s FAQs

What is Form 10-Q?

Form 10-Q is a quarterly report mandated by the Securities and Exchange Commission (SEC) for publicly traded companies to disclose their financial performance and relevant information on a quarterly basis.

Who is required to file Form 10-Q?

All publicly traded companies that are registered with the SEC are required to file Form 10-Q for each of their fiscal quarters, except for their fourth quarter, which is reported in Form 10-K.

How to fill out Form 10-Q?

To fill out Form 10-Q, companies must complete various sections that include financial statements, management's discussion, and analysis, disclosures about market risk, and other information related to the company's operations and financial condition during the quarter.

What is the purpose of Form 10-Q?

The purpose of Form 10-Q is to provide investors and the public with timely and transparent disclosures regarding the financial performance and ongoing operations of a company between its annual reports.

What information must be reported on Form 10-Q?

Form 10-Q must include unaudited financial statements, management's discussion and analysis of financial condition and results of operations, disclosures about market risk, and any material changes or events that have occurred since the last quarterly filing.