More On Spreadsheet Headers

If you tried to follow Monika Smith’s alternative way to create a faux header in Excel ( JofA, Oct.00, page 122 ) and it didn’t work, don’t blame yourself or Smith. I misstated one small—but significant—instruction. In the final step, where you fill in the info-type box, don’t enter the file’s path and file name. Instead, type filename .

For those who want to use that technique, Smith suggests a shortcut adopted by her firm, Grant Thornton, which often uses the same spreadsheet setup for different clients or even creates master spreadsheets. Simply evoke Save As to store it in a different folder with a different file name. If the original spreadsheet came with the file name function entered in a cell, all you have to is double-click that cell and Excel automatically updates the file path.

But if you want a real header—not one that’s included in a cell, you can get a free add-in at

Do you have a technology question for this column? Send it to Senior Editor Stanley Zarowin via e-mail at or regular mail at the Journal of Accountancy, Harborside Financial Center, 201 Plaza Three, Jersey City, NJ 07311-3881. We regret that we cannot answer letters individually. If a reader’s question is deemed to have sufficiently broad interest, we will answer it in a forthcoming Technology Q&A column.

—The editors


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.