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Offshore Preparers OK’d to See SSNs

The IRS modified its final rules regarding the disclosure of a taxpayer’s Social Security number to a tax return preparer located outside the U.S. to allow disclosure under specified circumstances. Previously, the rules had generally required U.S. preparers to redact SSNs from tax return forms and other information transmitted to

Join the Hunt

You’ve used a database to search your client’s data for a red flag that might indicate fraud. You imported the data into a database and created relationships between table fields. Then you carefully created a filter to search for red flags. Finding nothing, you conclude that there is no evidence

Fine-Tune The Character Spacing of Text in Word

Character spacing of justified type is a common problem, and, I’m sorry to say, depending on how fussy you are, you may have to try several format tweaks before you can repair, or at least minimize, the problem. To save time, try these steps: Add automatic hyphenation. The hyphenation option

Managing Intellectual Property

         It would be inexcusable for a company to have no idea of the value of its inventory or plant and equipment. But, in fact, many companies know neither the full extent of intellectual (intangible) properties they own nor what they are worth. Many specific responsibilities for

Put a “lock” on Track Changes

 I’ve got a “security” problem. I often distribute a memo to staff members inviting them to use Track Changes to suggest editorial changes and to make comments on it. Every now and then someone—intentionally or not, I don’t know—effectively erases all the work done by those who read and edited

Locate the last number in a spreadsheet and copy it into a formula

So what you want is a formula that locates the last number in a column or row. An Excel array formula can perform the search and then drop the target number in any formula you wish. Here’s how it’s done: If the column with prices starts at cell E1, the

Replace Vista’s factory-designated ID code with a personalized name

In the pre-Vista days, renaming computers was a snap, but Vista makes you dig down several menu layers and the trip is a little tricky. Start by opening Control Panel ; if that icon isn’t already on your desktop, now’s a good time to install it because it’s one of

Make the Most of Mentoring

EXECUTIVE SUMMARY The definition of mentoring is expanding to include the concept of coaching, which is focused on helping others learn job-related skills for growth. In today’s rapidly changing work environment, young accountants appear to learn more quickly and thoroughly through on-the-job training. Firms with strong cultures that facilitate continual

Shortcuts

Alt+Esc: Switches keyboard focus to next application window on taskbar. Press Esc more than once to switch through successive windows. Add Shift to reverse the direction. Move to next Excel worksheet: Ctrl+Page Up goes to the right; Ctrl+Page Down goes to the left.

Developing a CRM Strategy in Your Firm

Jump to Web exclusives: Is CRM Worthwhile? Assess Your Customer Relationship Management Readiness EXECUTIVE SUMMARY When a customer relationship management (CRM) strategy is integrated with a firm’s overall strategic plan, it helps the firm perceive and respond to business and economic trends. CRM strategy starts with an understanding of a

Smart Stops on the Web

    HUMAN RESOURCES PLAYING MATCHMAKER http://micromentor.org This mentor-matching site connects small business owners and entrepreneurs with experienced business owners and professionals. The program, an initiative of international economic development agency Mercy Corps, matches protégés with mentors based on their experience and expertise. Mentors must have three to five years

Make document and spreadsheet screens easier to read with a yellow tint

 I’m glad you find it helpful. Yes, you can default to a tinted screen. It takes a bit of effort, but, since you’re finding it so helpful, I’m sure you’ll gladly invest the effort to go through the steps. Many middle-age or older users or those who suffer from mild

Mentoring Part of Recruiting and Retaining, Too

“Recruiting (and Retaining) the Next Generation Accountant” (April 08, page 60) intrigued me. The authors, Kent State faculty members, clearly understand the challenges involved in recruiting the next generation of accountants. They also discuss many ways in which academia and the profession can work together while young people are earning

Hightlights

       The SEC proposed new rules that would require securities issuers to provide an XBRL version of their financial statements. Under the proposal, all U.S. public companies and foreign private issuers listed with the SEC would be required to provide financial information using XBRL within three years. The

Send an E-mail Directly From Word or Excel

 Your colleague’s right. There’s no need to switch into Outlook to compose and transmit a message. In fact, you even can do it in Excel. Not only can you send e-mails in those applications, but also you can add the document or spreadsheet you’re in as an attachment. You need

Make Documents Fully Disclose Where They’re Stored in the Computer

   Although there is no official way to do that, I’ll show you an unpublished way to trick XP into displaying that information, and it works in all Office XP applications. If you’re running XP, you can convert this… …into this full path statement of the open file: Office 2007

Excel Can Partially Hide Numbers You Need to Keep Private

  The easiest way to do that is to apply a formula using two columns—store the full nine-digit number in one, which then is hidden and protected, and apply a formula that effectively camouflages all but the last four digits in the other, as shown in the screenshot below. The

Professional Issues

  The guide provides step-by-step guidance, including ready-to-use forms and checklists, to assist in launching a mentoring program. To request a free copy of the guide, e-mail womensinitiatives@aicpa.org or download it at www.aicpa.org/download/career/wofi/Mentoring_Prg.pdf.          

Let Excel Instruct Users How to Enter Data

  You can do it several ways, but I think Excel’s Data Validation tool does it best. You can program it to display a popup memo with your instructions and then disappear after data are entered. The screenshot below illustrates what a Data Validation pop–up memo looks like when cell

Insert a Graphic in a Header or Footer

   It’s very easy. Go to the File menu, click on Page Setup and make sure the Header/Footer tab is selected. Click on the Custom Header or Custom Footer button, depending on which you want, and then, depending on where you want the graphic to appear on the page, click

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How to find the right CAS clients

The key to success with CAS is selecting the best clients. Tools like ideal client profiles (ICPs), buyer personas, and even artificial intelligence can help identify the businesses that best fit each CAS practice.