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My short cuts: adding shortcuts to the quick access toolbar

Do you use commands in Word that are usually buried inside a menu inside a menu inside a menu? I’m going to show you how to add these onto your Quick Access Toolbar, so you can get at them using a shortcut in just one click. And scroll to the bottom for a very quick way to do this …

The example I’m going to use is AutoCorrect Options. I have posted about how to find and work with AutoCorrect, but it is buried within some nested menus, which means you have to click and click and click whenever you want to add a new entry, wasting time to do something in order to save time. Now, I can access the menu I want with just one click!

So, first of all we need to go up to the Quick Access Toolbar, right at the top of your screen in Word 2007 and Word 2010 (in Word 2003, right click on the main toolbar and customise it). Note the down arrow to the right of your standard buttons, and click it:

You will notice an option to choose More Commands – this is how you add more buttons to the Quick Access Toolbar. Click on that, and you’ll get a screen which allows you to customize the Quick Access Toolbar:

Note at this point that you can access this menu via Word Options – Customize, too, if you want to.

We can now see a whole load of Popular Buttons you can add on to the Quick Access Toolbar – so you can pop them on there to get at them whenever you want to. These are a few buttons that appear at the top level when you click on any of the tabs on your main ribbon.

We’re going deeper, though, into buttons and commands which don’t appear on the top level of your tab menus. So click on the arrow next to Popular Commands and you’ll get a list of options:

You can choose All Commands, which will give you every command and button (with a hover-over tip to which menu they belong to so you can choose, for example, Spell Check from the Review tab rather than the Blog version, which won’t do much for you in a standard Word document. In this case, to add our deeply buried button, we want to choose Commands not on the Ribbon.

Now you have a list of every command and button that exists in Word. How handy that AutoCorrect begins with an A! Look for your button and highlight it, then click on Add >> to add it to the list on the right – which is the list of buttons that appear on your Quick Access Toolbar. At this point you can even choose when these buttons will appear, but I always leave it on All documents. When you’ve pressed Add, there it is, on the list:

Click on OK and it will magically appear on your Quick Access Toolbar:

Want to check it’s true? Click on the little icon, and there’s our familiar AutoCorrect menu.

What a time saver! I’ve added all my very commonly used buttons from different menus onto my Quick Access Toolbar, from Bold to Spellcheck and all sorts of other things in between …

Adding items quickly to the QAT

Edit to add: If you have the button you want to add to the QAT in front of you, simply right click on that button and you will get the option to add it to the quick access toolbar!

Magic! And it works however deeply buried the button is in your lists of commands – for example, you can choose something that appears in a menu within a menu:

Please note, these hints work with versions of Microsoft Word currently in use – Word 2003, Word 2007 and Word 2010, all for PC. Mac compatible versions of Word should have similar options. Always save a copy of your document before manipulating it. I bear no responsibility for any pickles you might get yourself into!

This is part of my series on how to avoid time-consuming “short cuts” and use Word in the right way to maximise your time and improve the look of your documents. Find all the short cuts here

 
24 Comments

Posted by on June 27, 2012 in Errors, New skills, Short cuts, Word

 

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My short cuts – Using AutoCorrect in Word (2) Why and how to use it

Welcome to the second article in my series on AutoCorrect. Last time, we learned what AutoCorrect does (automatically changes words you type or spell incorrectly to their correct forms, e.g. changing “teh” to “the”) and where to find it in Words 2003, 2007 and 2010, and we can also set up a shortcut button to make it more accessible.

Now we’re going to look at how you can use AutoCorrect to speed up your typing and make it more efficient, and how you actually amend the AutoCorrect entries to tailor them to your requirements.

Why would I use AutoCorrect?

Apart from correcting common typos, AutoCorrect has two very handy uses: I use it in these ways all the time, and if you, you will save yourself time and effort.

  1. If there is a word you can never remember how to spell, set up a short cut AutoCorrect, just type in the first few letters, and AutoCorrect will auto complete it for you. No more finding it in the spell checker yet again.  Type in Kaz and Word will display Kazakhstan.
  2. If there is a long word or particularly a phrase that you use over and over again – “Creative and Marketing Director”, “economic forecasting”, “qualitative and quantitative research methodologies”, set up a short cut for each one and save all that typing (and possible typos). Type cmd, ef or qq and watch the phrases type themselves!

How do I tailor AutoCorrect to my individual requirements?

The key to this is in the AutoCorrect menu we met last time.

First of all, there are some useful features on the screen directly in front of you. Here’s how you turn on and off all those useful features that sort out typing errors as you go (we’ve all typed THe at the beginning of a sentence, haven’t we). You just untick the box if you don’t want it to do something. By the way, we’ll be looking at those other tabs along the top, especially AutoFormat As You Type, in another article.

So, for now, we’re working with the standard AutoCorrect. We’ve started off with a list of signs and symbols, because they come before “A” in Word’s alphabet. To see what else there is, try typing a letter into the top, blank fields. Here we have a mixture of the standard AutoCorrect entries (abouta changes to about, etc.) but the top two are my own additional entries. See how many keystrokes and how much time I save by typing aaa and getting accountability agent application inserted into my document (plus it’s typed correctly first time!).

How to add a new entry to AutoCorrect

Let’s look at how to add those new, personalised AutoCorrect entries. Well, it’s pretty simple. Type the abbreviation or mis-spelling in the left hand column (or field), the text that you want to appear in the document in the right hand field (or highlight the word you want to add an entry for in your document, then access this menu), and press Add.

You can see that your entry has now appeared on the AutoCorrect list, in its place in the alphabetical order. Now, whenever you type lb, the words Liz Broomfield will appear in your document.

How to delete an AutoCorrect entry

What if you want to delete an AutoCorrect entry? I did this recently – I had set re to AutoCorrect to recognize for a document I was working on that had no contractions (they’re, etc.). Of course, when I was then typing something more informal, I got lots of they’recognize as it tried to do what I’d asked it to do. So I wanted to get rid of that entry altogether. Here’s how you do that: Look up the entry by typing in your abbreviation – what you type as opposed to what you want to come up. When you’ve found the one you want to delete, press the Delete button.

Now you can see that the entry for lb/Liz Broomfield has disappeared and the list goes from lastyear to learnign. Note: it doesn’t ask you if you’re sure you want to delete, but it does leave that entry in the top text fields, so if you’ve made a mistake, you can just add it again.

How to change or replace an AutoCorrect entry

You may want to change an AutoCorrect entry – for example, you’re stopping talking about Liz Broomfield and want to refer to Lionel Blair. Type in your abbreviation and your new version of what you want Word to insert, in this case Lionel Blair. AutoCorrect will find the original entry and highlight it. The Replace button will appear – so press that.

Word does like to make sure you mean to do it when you change something, so you’ll get another little dialogue box asking if you do want to redefine this AutoCorrect entry. Press Yes (if you do).

and there you go: Liz Broomfield has changed into Lionel Blair.

Today we’ve learned why to use AutoCorrect and how to personalise it to help you type efficiently.  If you’ve found this article helpful, please leave a comment or click one of the “like” buttons below! Thank you,

Please note, these hints work with versions of Microsoft Word currently in use – Word 2003, Word 2007 and Word 2010, all for PC. Mac compatible versions of Word should have similar options. Always save a copy of your document before manipulating it. I bear no responsibility for any pickles you might get yourself into!

This is part of my series on how to avoid time-consuming “short cuts” and use Word in the right way to maximise your time and improve the look of your documents. Find all the short cuts here

 
 

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How do I count the words in my Word document?

Looking at the search engine searches people have done before coming to this website, I’ve realised I need to publish some notes on how to count the words in your Word document. This information covers Word 2003, Word 2007 and Word 2010, although most of the screenshots are from Word 2007.

How do I count the number of words in my Word 2007 document?

Word 2007 and 2010 handily display your word count at the bottom of the screen. Well, it should be there. Let’s see …

 But what if it’s not there? If you want to display your word count at the bottom of your document, right click with your mouse on the lower menu bar – that’s the blue bit at the bottom of the window, indicated with an arrow on this screen shot:

Do take a moment to marvel at all the different things you can do on this menu bar – we will come back to them another time! Now, when you’ve clicked on Word Count, you should see your word count at the bottom of the window:

OK, so that’s one way, but what if you want more information, such as the number of characters (maybe you’re writing some text that has to keep to a certain character limit)? Never fear, there are often two ways to do things in Word, and this is no exception.

We’re going to stop looking at the bottom of the screen and move up to those tabs at the top. Click on the Review tab and you will see the Word Count option to the left:

 Click on Word Count and you will get a little dialogue box telling you all sorts of information …

Now, what if you want to count just the words in a particular section of your document (you might be trying to keep to a word limit per chapter or be writing lots of short articles you want to check)? Simply highlight the section of text you want to count, then either look at the bottom of the screen, where it will tell you that you have highlighted x out of a total of y words, or click on Word Count on the Review tab and your dialogue box will tell you just about the words you’ve highlighted:

How do I count the number of words in a Word 2010 document?

Word 2010 works in exactly the same as Word 2007 as far as the lower menu bar goes, so just follow the instructions above to show the word count at the bottom of your document.

When it comes to the Review tab and Word Count option, it’s all pretty much in the same place, but looks a little bit different:

How do I check the number of words in a Word 2003 document?

In Word 2003, you can access Word Count from the Tools drop down menu.

Please note, these hints work with versions of Microsoft Word currently in use – Word 2003, Word 2007 and Word 2010, all for PC. Mac compatible versions of Word should have similar options. Always save a copy of your document before manipulating it. I bear no responsibility for any pickles you might get yourself into! This is part of my series on how to avoid time-consuming “short cuts” and use Word in the right way to maximise your time and improve the look of your documents. Find all the short cuts here

 
 

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My short cuts – Using AutoCorrect in Word (1) What it is and where to find it

Have you come across AutoCorrect yet? Open up a Word document and type “teh”. Did it magically change to “the” in front of your eyes? That’s AutoCorrect.

So, it’s great for correcting common typing mistakes that lots of people make. But did you know that you can harness its power to help you write and type more efficiently and faster? In this article, I’ll tell you more about AutoCorrect and explain where to find it in different versions of Word, so you can tinker with it to tailor it to your requirements. In the next post, I explain just how to do that.

How to access AutoCorrect in Word 2003

Let’s look at Word 2003 first. You can find AutoCorrect under the Tools screen (I have to admit that it was so much better when it was so accessible, right here off a main menu. Nowadays, they like to hide it!). Click on Tools and then near the bottom, you’ll find AutoCorrect Options.

Once you’ve clicked on AutoCorrect Options, you’ll find yourself at a screen that will start to look familiar as you work your way through this article. This is where you can see what is already set up, and delete / change / add AutoCorrect entries as you wish. More about that in the next article!

How to access AutoCorrect in Word 2007

Here is how to access AutoCorrect in Word 2007. When I first moved over to Word 2007, I found it a bit hard to track down AutoCorrect – the key is to click on that Office button in the top left corner of the screen. When you do that, a menu will come up below the button, with a list of the files you’ve recently accessed (that’s what I’ve blanked out, for confidentiality purposes!), with a list of things you can do and, right at the bottom, a Word Options button. Click that button.

Once you have clicked on the Word Options button, you’re confronted with another menu (oh, for the simplicity of Word 2003!). You’ll find lots of intriguing options here, some of which we’ll be exploring in further articles, but for now, what you want is Proofing, about half way down on the left hand side. Click on Proofing and you will get a menu including the heading AutoCorrect Options. Click on the AutoCorrect Options button …

… and you come to a rather familiar screen, offering you a place to delete, change and add AutoCorrect entries as you wish. More about that in the next article! Note that you can also set up a shortcut button on your Quick Access Toolbar if you use this a lot.

How to access AutoCorrect in Word 2010

Now, in Word 2010 I feel like they’ve buried AutoCorrect just that one level deeper. But we’ll find it! To access AutoCorrect in Word 2010, you need to first click on that File tab, one to the left of Home, to which Word defaults. This has replaced the Office button from Word 2007. Anyway, Click on the File tab and you will be given a menu which, handily enough, doesn’t have a “Word Options” entry, but just Options. Click on Options.

Once you have clicked on Options, you will be given a new menu. This is quite similar to the one in Word 2007. Choose Proofing and then AutoCorrect Options.

… and here is your menu where you can see what is already set up, and delete / change / add AutoCorrect entries as you wish. More about that in the next article! Note that you can also set up a shortcut button on your Quick Access Toolbar if you use this a lot.

In the second half of this article, we look at how to tailor the automatic corrections to suit your purpose, whether you have a word you just can’t spell or type correctly, or you need to type a lot of words fast and want to auto-type particular common phrases.

Many thanks to Katharine O’Moore Klopf for the Word 2003 screen shots!

Please note, these hints work with versions of Microsoft Word currently in use – Word 2003, Word 2007 and Word 2010, all for PC. Mac compatible versions of Word should have similar options. Always save a copy of your document before manipulating it. I bear no responsibility for any pickles you might get yourself into!

This is part of my series on how to avoid time-consuming “short cuts” and use Word in the right way to maximise your time and improve the look of your documents. Find all the short cuts here

 
 

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Is it actually worth the stress?

I was chatting to a business associate the other day. He’s enjoying his high-powered, high-stress and, let’s be honest, high-earning position, managing all sorts of change, rushing around here, there and everywhere … or he thinks he is.

Actually, he’s plagued by all sorts of niggling illnesses, that have become worse. Nothing that’s putting him in hospital, but things that are affecting his quality of life, outside work more than inside, and can’t be ignored.

So, is it worth the stress?

Downsizing your life, downsizing your stress levels

I can claim to be a bit of an expert on this, from personal experience. Having been doing a management-level, fairly demanding job in London, when we moved to the Midlands I was determined to have “a job”. In fact, we both agreed we would indulge ourselves for a year, M going back to post-graduate study and me looking for a basic level library job.

I had a bit of trouble, as a qualified librarian, getting a basic entry level job, but I did in the end. Lots of people said I would get bored; my managers tried to encourage me to apply for promotions I didn’t really want. I’d been up the corporate ladder, and I knew that it suited me at the time to have “a job” rather than “a career”, something that would pay the bills but allow me the resources and energy to enjoy my new life in a new city.

So that’s what I did, and I was perfectly content for a good few years. In fact, having that lower-stress, lower-responsibility job allowed me to start up Libro and develop my own business.

Different career paths for different life stages

Now, I could have quite easily chosen to progress through the corporate ranks again, gone for those management jobs, gone for the higher salary, which is always a consideration, isn’t it. But I decided to go this alternative route, and set up the business.

But I did that in as stress-free and risk-free a way as I could (see my article on not taking risks for more information). I’d decided it wasn’t worth the fear of going full-time at the beginning, the stress of having to scrape around for money to live on, etc. Instead, I lived very frugally, scraped together money to live on in advance, and launched Libro full time in January 2012.

Now I have a satisfying job, where I’m responsible to myself and my clients, no bosses, no employees. I earn more than I’ve earned in any of my corporate jobs, and, having identified during my career that I like to work in this way, that I don’t like office politics, being a manager, etc., I can honestly say that, even running my own business where every sick day means income and jobs lost, where I do sometimes put in an 11 hour day, but where I can claim what I know makes me happy:

  • responsibility for myself and my clients
  • no employees
  • no office politics
  • flexibility to juggle my day to fit in friends and exercise

I am as stress-free as I can be. And I have no stress dermatitis, no IBS, I’m fit and healthy and enjoying life.

I’m not boasting about this: it’s taken time to know myself and know what I want, and it’s taken hard work to get here, which hasn’t always been the most fun I’ve ever had. But I’m in my own space now, not trying to jam myself into an inappropriate role, and I’m very much happier as a result.

Know yourself and make the change

The photo at the top of this post? That’s butterflies emerging from their chrysalises. Whether what’s confining you is stress or something else, such as lack of the confidence to break free, surely it’s worth trying to achieve your potential and seeing what you can do … if you just break out of the chrysalis.

My advice to you, if you think you’re stressed, or you don’t think you’re stressed but your body does …

  • Think about what you REALLY want. Is the money worth it? Yes, we all need money to live on, yes, economic times are perilous, but if you can save anything ahead of changing your lifestyle, do it.
  • Think about what you enjoy, what you need, and work towards claiming it.
  • Talk to close friends or colleagues. How do they see your stress levels? What solutions can they offer?
  • Talk to a reputable life coach or careers counsellor. What ideas do they have?
  • Mind-map, brainstorm, go walking for a week, whatever it takes to give you space to think this through.
  • Seek mentors and role models. People have told me my blog posts have helped them on their path to self-employment (hooray!) – look around for people doing what you might fancy doing, and drill down into how they did it.
  • Think laterally. Do you really want to be an architect, or do you want to work for a housing association? Do you really want to be a social worker, or do you want to train as a counsellor? Could you work part time while you pursue your aims?

My “career path”, from corporate ladder-climber to “just a library assistant” to successful small business owner shows that you can step down, sideways, whatever. I’m not a risk-taker, I’m not particularly well-off, and it hasn’t always been easy. But it can be done.

Good luck!

 
17 Comments

Posted by on May 16, 2012 in Business, New skills, Organisation

 

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My short cuts – how to change your text from upper case to lower case

This is part of my series on how to avoid time-consuming “short cuts” and use Word in the right way to maximise your time and improve the look of your documents.

Sometimes you really want to change a sentence from, maybe, all lower case to All Title Case, or ALL CAPITALS to all lower case, or some other variant.

And you know how to do it, right: delete the sentence and retype it, or delete the first letter of each word and retype it, or turn on overtype then forget to turn it back to insert when you’ve finished … well, there is a way to just do it with a couple of keystrokes!

How do I change all small letters to all capitals or all capitals to all lower case letters?

This is such a simple one. Highlight your sentence (1). With the sentence still highlighted, press shift and F3 at the same time. Magic! With each press of shift-F3 it will cycle through Title Case (2), UPPER CASE (3) and then back to lower case (4).

This is so useful if you’re grappling with a bibliography you’ve written or you’re editing (especially when the capitalisation in article or book titles is not consistent), or if you accidentally type something all in capitals.

Please note, these hints work with versions of Microsoft Word currently in use – Word 2003, Word 2007 and Word 2010, all for PC. Mac compatible versions of Word should have similar options. Always save a copy of your document before manipulating it. I bear no responsibility for any pickles you might get yourself into!

Find all the short cuts here

 

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How to count the words in a PowerPoint 2007 presentation

I recently needed to know the word count in a PowerPoint presentation. In my case, this was because I charge my clients by the word, in the main, and needed to know how much to charge someone for editing her PowerPoint text. But I’m sure it will be useful in other cases, too, for example if you’re a student with a word count target.

And it’s NOT obvious. Plus it’s different in Word 2007 and Word 2010, of course.

So, this is what you do …

How do I count the words in a PowerPoint 2007 presentation?

Open your document and click on the big Office button in the top left (1)

Click on Prepare (2) (like that’s obvious!) then Properties (3). This will give you some of the document properties in a bar along the top (these vary according to how you set up your document in the first place):

And because nothing ever shows you what you want immediately, you then need to click on Document Properties then choose Advanced Properties from the drop down. Then, finally, you get …

A lovely dialogue box with all the properties you could ever want, including the word count.

Please note, these hints work with versions of Microsoft Powerpoint 2007, for PC. Mac compatible versions should have similar options. Always save a copy of your document before manipulating it. I bear no responsibility for any pickles you might get yourself into!

Related posts:

How do I count the number of words in a PowerPoint 2010 presentation?

How do I count the number of words in a PowerPoint 2013 presentation?

Find all the short cuts here

 

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How to put text in alphabetical order in Word

I was inspired to write this post after having to put yet another student’s bibliography into alphabetical order. I know the quick and easy way to do this – but I don’t think a lot of people know that you can do this!

So, you’ve got your bibliography, and you’ve been very good and followed the rules for setting it out (I’ve used Harvard method here) but it’s not in alphabetical order by author surname, and, except in certain cases,* it really should be.

*A very few referencing systems ask for the bibliography to be in the order in which the references appear in the text. I’ve hardly ever had to deal with them. But I like completeness!

So, a lovely list of books but not in order by the authors’ surnames. How can we resolve this without swapping all the lines around?

First, highlight all the text you want to alphabetise. Then, make sure you’ve got the Home tab at the front. See that little button you’ve never even seen before, next to the paragraph mark?

Press the A-Z button and up pops a dialogue box.

There are all sorts of ways in which you can order the text, which are very similar to the ways you can order text and numbers in Excel. You can even specify whether what you’re sorting has a header row (I’m not sure why you’d want to do that, as you can just exclude the header row when you’re doing the highlighting, but I suppose it would be useful if you realise you’ve accidentally highlighted the headers too). I’ve sorted by Paragraph, Text, and in Ascending Order here, and to be honest, that’s what I always do. Click on OK, and look what you get:

Here’s our bibliography in order by author surname with just a highlight of the text and a few clicks – much quicker and with far less risk of human error than doing it manually.

Note: if your results come out a bit odd and have split your entries up into two halves, reverse your alphabetising by either hitting Control-Z or the Undo button, and check there aren’t any pesky hard returns hiding out in the middle of paragraphs (the best way to do this is to click the Paragraph button, to the right of the A-Z button and look out for bent arrows signifying carriage returns). Get rid of those and alphabetise again to your heart’s content!

This is part of my series on how to avoid time-consuming “short cuts” and use Word in the right way to maximise your time and improve the look of your documents.

If you have enjoyed this post and found it useful, please click on the “share” buttons below or tell your friends and colleagues about it! Thank you!

Please note, these hints work with versions of Microsoft Word currently in use – Word 2003, Word 2007 and Word 2010, all for PC. Mac compatible versions of Word should have similar options. Always save a copy of your document before manipulating it. I bear no responsibility for any pickles you might get yourself into!

Find all the short cuts here

 
 

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Income tax payment on account

Special guest Emily Coltman

Business is booming for me and Libro – and my friends and family are probably expecting me to start splashing around some of that hard-earned cash now I’m full time and earning well, after those lean start-up years. But wait! No – just when you’d think I’ll be booking that round-the-world cruise (we can only dream), in fact I’ll be giving the tax man over half of my income from Libro over the coming year. Edited to add: this is what actually happened when I submitted this year’s tax return.

It’s something called “Payment on Account”. I’m lucky: I already knew about it and so I have been saving up so I have enough money to live on. But if your business is doing well (and you only have to have a tax bill of £1000 to get into this situation, so not even THAT well), you need to be aware of this issue and make sure you have the money to hand.

I thought I’d better get someone official to explain all this, and the lovely Emily Coltman has obliged. Emily is Chief Accountant to award-winning software provider FreeAgent.com. Read on to find out all about tax payment on account.

Payments on account

Did you know that if you’re a sole trader, or in partnership, you sometimes have to pay one and a half year’s worth of income tax and class 4 National Insurance all at once?

This is because if your tax and NI bill is more than £1,000, and less than 80% of your income is taxed at source (like employment income, where tax is taken off before the money is paid to you), you have to make “payments on account” to HM Revenue & Customs (HMRC).

Calculating payments on account

Maria is a self-employed beauty therapist.  Her tax and NI bill for the year to 5th April 2012 (the tax year 2011/12) is £1,200.  This was her first year in business.

That £1,200 will be payable to HMRC by 31st January 2013.

But that’s not the end of the story.  Because Maria’s tax and NI bill is over £1,000 and none of her income was taxed at source, she must make payments on account for the tax year 2012/13.  These each amount to half of her bill for 2011/12, and will be payable by 31st January 2013 and 31st July 2013.

So by 31st January 2013, Maria must pay £1,200 for her 2011/12 tax bill, and £600 on account for 2012/13.  That means she has a whopping £1,800 to pay in total – one and a half times her tax bill for 2011/12.

Maria must also pay another £600 by 31st July 2013.

When the actual tax and NI due is known

What happens when Maria works out her actual tax bill for 2012/13?

If she’s overpaid, HMRC will give her a refund, but if she’s not paid enough yet, she must make a balancing payment.

Let’s look at that.

Refund

If Maria’s tax and NI bill for 2012/13 was actually £1,100, she’s already paid £1,200 on account towards that, £600 in January 2013 and £600 in July 2013.  That means she’s overpaid £100 which HMRC will refund her.

She must then make her payments on account for 2013/14, which will be £550 each (half of £1,100) and will be due by 31st January 2014 and 31st July 2014.

Balancing payment

But if Maria’s tax and NI bill for 2012/13 turned out to be £1,500, she’s already paid £1,200 towards that but still has another £300 to pay.  This is called the balancing payment and is due by 31st January 2014.

That means that on 31st January 2014 she must pay £1,050 (£300 balancing payment, plus her first payment on account for 2013/14, which is £1,500 / 2 = £750).

Can payments on account be reduced?

If you’re reasonably certain that your tax and NI bill for the following year will be less than the payments on account you’d make, you can apply to HMRC to reduce your payments on account.

Be warned, though, that if you reduce them too far, HMRC can charge you interest for late payment of tax.

HMRC should send you a statement of account explaining what you have to pay and when, but if you’re not sure whether this is correct, always check with them or with your accountant.

Emily Coltman, Chief Accountant to award-winning online accounting software provider FreeAgent, is a very unusual Chartered Accountant – she is fluent in plain English! Emily has been working with small business owners for twelve years and is passionate about helping them to escape their fear of “the numbers”.  She believes that equipped with the right tools anyone can learn to look after the finances of a small business. She is also a keen advocate of tax simplification, especially in the case of VAT.
Emily is author of two e-books, Finance for Small Business and Micro Multinationals. Web: www.freeagent.com
Twitter: @dialm4accounts
Mobile: 07857 162104
Office: 0131 447 0011
 
 

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How to quote sources without plagiarising

I work with a lot of students, and one of the things that seems to be an issue is how exactly to use your sources when you’re writing an essay. So I thought it was time to write some notes to help you.

How will this article help you?

This article will help you to avoid plagiarism. I’m going to take a text I’ve written and re-write it in some different ways. Because, and this is important, if you just take text from somewhere else and dump it into the middle of your essay … that’s plagiarism. Plagiarism is serious. It’s passing off someone else’s work as your own. And most academic departments use plagiarism detecting software. If they run your work through the software and it shows you’ve plagiarised,  you may well have marks deducted or the whole essay may be returned unmarked.

What’s wrong with just cutting and pasting stuff I’ve found?

I know that in most cases, you don’t mean to plagiarise. You’re pushed for time, you’re often not writing in your native language, and it’s easy to take that text and put it into the essay. But these are the reasons you shouldn’t do it:

  1. It’s morally wrong to plagiarise.
  2. You won’t gain an understanding of the text if you just paste it into your essay.
  3. You will get caught.

How do I use source material in the correct way?

There are two ways to use source material you’ve found in your research:

  • use direct quotations, which you’ll need to indicate using quotation marks ” … ” or ‘ … ‘
  • talk about what the author has said, but put it in your own words

So, how do we do it. Here is a passage I’ve copied from one book and some notes I’ve made from another one. These are the sources for my essay.

Using quotations to talk about your source

This is direct quotation. A simple example:

Mary says “I am going to the park”

I write: “Mary said, ‘I am going to the park'”

An easy way to talk about your source material is to use quotations. You don’t need to re-write what the authors say, however you do need to show you understand what you’re talking about and to link the quotations in a sensible way – you also need to make sure they’re all within quote marks and referenced properly. With the notes you’ve taken (above) you might end up with something like this:

So what I’ve done here is take sections from the text, put them in quote marks, noted where they’re from, and linked them appropriately so it’s clear I understand what I’m talking about.

Note that if you start off in the present tense, “Broomfield (2011) says that there are … ” you need to continue in the present tense; if you start off in the past “Broomfield (2011) said that there were … ” you need to stick with that. You can pop into the present tense if you are talking about a universal truth rather than something rooted in the time frame, so “Broomfield (2011) said that people are always likely to plagiarise” but “Broomfield (2011) said that the results of her study were not clear and she was not able to draw conclusions from them”.

Rewriting source text to talk about what the author is saying

This one is slightly more tricky. You need to do “indirect quoting”, or reporting what the author said. Simple example again:

Mary says “I am going to the park”.

I write: “Mary said that she was going to the park.”

What we have to do here is retain the sense of the original, while writing it in our own words. Here’s what I came up with. Note that I can now use the notes I made on Dexter, too, as I don’t have anything in his words but can talk about what he said and I noted down:

Here I have used a number of different techniques. In no case, though, do I use more than a couple of the original source’s words exactly as they appear in the original. Instead I do this:

  • using synonyms: “hard discipline” instead of “rigorous discipline”
  • simplifying the words but getting the same sense across: “involves” instead of “basically boils down to”
  • reporting what the source said and using that to link the essay together: “she recommends using”
  • expanding on what the source says: “This could be through” rather than “you might”
  • summarising and synthesising (summing up and putting together) “Software such as Word or Excel could be used”, and “keeping a record of the author, title, journal information and date”.
  • Introducing the other research but linking it to the first idea: “Dexter (2012) agrees … “
  • Expanding notes into full sentences: the notes taken on the Dexter text.

Oh: please note here that you use “Broomfield (2011) says this is the case ” or “According to Broomfield (2011) this is the case” but never “According to Broomfield (2011) says this is the case” – I see that last one all the time.

Combining direct and indirect quotation

Of course, the best way is to combine them – some direct quotations, some reported speech or indirect quotations. This has the benefit of breaking up the text a bit, giving some interest, and allowing some use of the authors’ words to save having to rewrite everything.

Note that here I have shuffled around the order of what the first author says, too.

Rewrite, don’t copy and paste

I hope I’ve now managed to explain

  • What plagiarism is (see more in this post)
  • Why it’s not a good idea
  • Different ways to avoid it
  • Direct and indirect quotations
  • Some tips on how to rewrite text

Please do let me know if you’ve found this useful – or if there is more detail you’d like to know about. And do share using the buttons below if you’d like to tell your friends and colleagues about this information.

If you want more … here is a whole article on plagiarism, here is one on essay writing in general and one on writing dissertations and theses, and if you click on the students or writing or Word categories in the right hand column of the blog, you’ll get loads more hints and tips.

 
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Posted by on March 28, 2012 in Ethics, New skills, Punctuation, Students, Word, Writing

 

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