Action KitOpen and save the PDFs
- Download the complete Action Kit ZIP.
- Extract it into a normal folder on your device.
- Open the guide and one-page card in a PDF viewer.
- Save a working copy of the fillable workbook, enter a small test value, close it, and reopen it.
- If the value disappears, use a different PDF viewer that can save form fields.
Quarterly WorkspaceKeep all six files together
- Extract the entire workspace ZIP into one folder.
- Confirm index.html, styles.css, calculations.cjs, and app.js are in that folder.
- Open index.html in a current browser.
- Add one fictional row and create a Backup JSON file.
- If a storage warning appears, keep the page open and back up before closing it.
Complete BundleExtract it in two stages
- Extract the outer Complete Bundle ZIP.
- Locate the exact Action Kit and Quarterly Workspace ZIPs inside it.
- Extract each product ZIP separately.
- Follow the matching setup steps above.
Before contacting supportCollect 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.