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.

RESOURCES

Keeping you informed and prepared amid the coronavirus crisis

We’re gathering the latest news stories along with relevant columns, tips, podcasts, and videos on this page, along with curated items from our archives to help with uncertainty and disruption.

SPONSORED REPORT

Getting leases in line

ASC Topic 842 is a relatively simple standard that can mean profound changes for organizations with leases. This report examines what makes this standard challenging and describes new ways for CPAs to add value.