Solving Table Complexities

Q. As you know, it’s possible to add a footer or a header in a Word file that contains the file’s path (such as C: clientfirst quarter results). It’s a great way to identify the file when it’s printed or distributed. However, I can’t seem to find a way to do that in Excel. Can it be that it’s one of Microsoft’s undocumented functions?

A. No, it’s not an undocumented function and it’s not possible to do that in Excel—unless you get a little help from a third party. We searched around and found an add-on utility that is available free from JWalk & Associates. To download the utility, go to .

In fact, you may want to go to the company’s Web site—the Spreadsheet Page. It has loads of interesting spreadsheet information. Its address is .

You can add an Excel file’s path in either the file’s header or footer with this add-on utility from JWalk & Associates.


Year-end tax planning and what’s new for 2016

Practitioners need to consider several tax planning opportunities to review with their clients before the end of the year. This report offers strategies for individuals and businesses, as well as recent federal tax law changes affecting this year’s tax returns.


News quiz: Retirement planning, tax practice, and fraud risk

Recent reports focused on a survey that gauges the worries about retirement among CPA financial planners’ clients, a suit that affects tax practitioners, and a guide that offers advice on fraud risk. See how much you know with this short quiz.


Bolster your data defenses

As you weather the dog days of summer, it’s a good time to make sure your cybersecurity structure can stand up to the heat of external and internal threats. Here are six steps to help shore up your systems.