Self-service product help

Extract the files first. Keep the originals together.

Most access problems come from opening a file inside a ZIP preview, separating workspace files, or using a PDF viewer that does not save form fields.

Action Kit

Open and save the PDFs

  1. Download the complete Action Kit ZIP.
  2. Extract it into a normal folder on your device.
  3. Open the guide and one-page card in a PDF viewer.
  4. Save a working copy of the fillable workbook, enter a small test value, close it, and reopen it.
  5. If the value disappears, use a different PDF viewer that can save form fields.
Quarterly Workspace

Keep all six files together

  1. Extract the entire workspace ZIP into one folder.
  2. Confirm index.html, styles.css, calculations.cjs, and app.js are in that folder.
  3. Open index.html in a current browser.
  4. Add one fictional row and create a Backup JSON file.
  5. If a storage warning appears, keep the page open and back up before closing it.
Complete Bundle

Extract it in two stages

  1. Extract the outer Complete Bundle ZIP.
  2. Locate the exact Action Kit and Quarterly Workspace ZIPs inside it.
  3. Extract each product ZIP separately.
  4. Follow the matching setup steps above.
Before contacting support

Collect only safe details

  • Order ID
  • Exact product filename and version
  • Browser or PDF-viewer name
  • Device operating system
  • What you expected and what happened
  • Exact error wording, if any

Do not send payment-card details, passwords, CRA credentials, banking details, identity documents, invoice rows, client identities, complete contracts, or a JSON backup unless a necessary secure transfer method has been expressly established.

Still blocked?

Send a product-support request.

Include the safe details above. A response does not replace fact-specific tax, accounting, or legal advice.

Contact product support