Prepare A Workpaper Stamp

BY STANLEY ZAROWIN

Q. With Sarbanes-Oxley pushing on us, we need to stamp every workpaper with a box that includes the following information: Prepared by and Date; Reviewed by and Date . Is there a simple way to attach such a stamp to every spreadsheet or document?

A. I expect you mean a stamp like this:

There are several ways to do it. In Word, you can use either the AutoText or Picture insert features, and in Excel, which lacks AutoText , use the Picture insert feature.

Let’s start with Word’s AutoText . After creating the table, using Tools , Insert Table , load the stamp in AutoText by highlighting the stamp image, then either press Alt+F3 or click on Insert , AutoText , New , evoking the Create AutoText screen (see screenshot) and name the insert and click on OK .

Then, whenever you want to apply the stamp in Word, click on Insert , AutoText and click on the name you gave it and presto:

Since Excel lacks AutoInsert , you have at least two options. The easiest requires that you have graphic-copying software, such as SnagIt ( www.techsmith.com ), to take a snapshot of the stamp and then store the image in some convenient folder. Whenever you want to stamp a worksheet, click on Insert , Picture , From File and then click on the file where you stored the stamp image.

If you don’t have graphic-copying software, you can copy (Ctrl+C) the stamp image from a Word document and paste it (Ctrl+V) in the Excel worksheet.

FEATURE

Maximizing the higher education tax credits

A counterintuitive strategy can save taxes by including otherwise excludable scholarships in gross income.

SPONSORED REPORT

Solving the lease accounting challenge

The challenges of the new lease accounting standard have been pervasive to say the least. In this free, independently-written report, you'll learn effective adoption strategies as well as resources for easing the transition to the new standard.