How to Prepare an Audit Report Using Excel

Written by bonnie conrad
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How to Prepare an Audit Report Using Excel
Use Excel to create your audit spreadsheet. (number background image by kuhar from Fotolia.com)

Microsoft Excel is one of the most well-known, and one of the most widely used, spreadsheet programs in the business world. This program can be used to create everything from simple household inventory lists to detailed personal and company budgets. Excel can also be used to create a user-friendly yet detailed audit report.

Skill level:
Moderate

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Things you need

  • Computer
  • Microsoft Excel
  • Audit paperwork
  • Spreadsheet template

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Instructions

  1. 1

    Gather all of your audit paperwork together and review it carefully. This information will be used to build the finished audit report.

  2. 2

    Log on to your computer and open Microsoft Excel. Click on the "File" menu and choose "New" from the menu to open a new spreadsheet.

  3. 3

    Download an audit report template from Microsoft.com or a third-party vendor. Microsoft uses a wide variety of templates to make building complex spreadsheets easier.

  4. 4

    Double-click on the title from the audit spreadsheet template and replace the sample text with the name of your company. Add lines for the company address if you like.

  5. 5

    Check the field names on the audit template and add any additional fields you need. To add a column to the spreadsheet template click on the "Insert" menu and choose "Column" from the list.

  6. 6

    Enter the data from the audit paperwork and save the spreadsheet. Proofread the numbers in the spreadsheet and make any necessary corrections.

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