Contact desk

How can we help?

One place for template questions and workbook support.

Contact directly

General [email protected]

Support [email protected]

Request typeTemplate informationIssue with a templateGeneral questionCustom template request

Contact questionnaire

Describe the request

Select a request type, then provide enough detail for a useful reply.

NameWork email Organization or firm (optional)

TemplateVersion / tax yearOrder number (optional)Issue categoryWhat happened? What was expected?

Do not include taxpayer or client names, account or business numbers, completed returns, financial statements, workpapers, credentials or other confidential records.

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Support details

What happens after a request

We can help with

Explaining what a formula does and how a calculation is built.
Finding and using a workbook tab, schedule or section.
Resolving broken formulas, Excel errors, control checks, formatting or macro-security issues.
Answering general questions about how to use a template.

Outside support scope

Confirming tax positions, elections or filing treatments.
Interpreting tax law or CRA / Revenu Québec guidance for a client file.
Applying a template to client-specific facts.
Reviewing or signing off on a return or working paper.

How to reach us

For support, include a description of the issue, the template, the tax year and an order number if available. [email protected]

Full Support Policy ↗

Support and refunds

A support attempt is the first step before a refund for a template that cannot be made to work as documented, subject to the Refund Policy. Refund Policy