Frequently Asked Questions

Frequently Asked Questions (FAQ)

🚀 Getting Started & Activation

How do I download the demo version?

To try our offline software, simply visit the Download Page on our website. Click to download the Form 145 & 146 JSON Generator ZIP file. Once downloaded, extract it into any local folder on your computer (e.g., D:\XLTOOL). No complex installation is required—just open the extracted Excel folder and start using the demo to explore all the features comfortably.

How to Activate Excel Macros (Step by Step):

1. Unlock file: Right-click the downloaded Excel file, go to Properties, and click UNBLOCK if shown.
2. Open Excel and go to File > Options.
3. Click on Trust Center from the left menu.
4. Click the Trust Center Settings button.
5. Select Macro Settings from the left panel.
6. Choose Enable all macros and check Trust access to VBA project object model.
7. Go to Trusted Locations and add your XLTOOL folder path (like D:\XLTOOL).
8. Click OK to close all dialog boxes.
9. Close Excel completely and reopen your utility file.

How to Activate Your Software License:

• Open the downloaded software in Microsoft Excel.
• Click the XLTOOL Menu on the top Excel ribbon.
• Click on the License Menu.
• Enter the ADMIN password (which you received by email after purchase).
• Enter your registered Email ID and press the Activate button.
• You may be prompted to enter a secure OTP sent to your registered email.

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💻 System Requirements & Troubleshooting

What is the prerequisite software?

• Microsoft Excel 2007 or higher (Ensure the latest Excel Service Packs are installed).
• Windows 7 or higher (Latest Windows updates recommended for better performance and security).
• Income Tax E-Filing Support: Our utility automatically supports the absolute latest JSON schemas for Form 145 and Form 146 CA certificates.

Do you provide demos and training?

• Enable Macros: Watch the video or read the PDF guide provided in the downloaded folder to enable macros safely.
• Using the Software: Open the Excel file and navigate to the HELP sheet inside the template for a comprehensive step-by-step guide.
• Online Demo Videos: Links to detailed training videos are available in the folder and on our Video Training page.
• No special training needed: The offline utility is designed to be highly intuitive—just follow the instructions to generate your JSONs.

What is the installation process?

• Install Excel Updates: Make sure you have the latest Microsoft Office service pack.
• No complex setup required: Just download and extract the ZIP file.
• Save securely: Preferably save it in a direct root path like D:\XLTOOL to avoid Windows path-length errors.
• Keep files together: Always keep all related system files in the same extracted folder to ensure the JSON generation tool works perfectly.

What is the uninstall process?

• Close all sessions: Make sure the XLTOOL software and Excel are completely closed.
• Navigate to the install folder: Locate your folder (e.g., D:\XLTOOL).
• Delete: Select all files and folders related to the software and press the Delete key. (No registry cleanup required).

How do I troubleshoot installation issues?

• Upgrading? First, remove any older versions of the software from your PC to prevent macro conflicts.
• Check Macro Settings: Ensure Excel macros are fully enabled in the Trust Center.
• Trusted Location: Add the software folder path to Excel’s Trusted Locations.
• Restart: Restart your computer after completing the Office settings.
• Antivirus Blocks: Some strict antivirus programs may flag Excel macros. Temporarily disable the scanner or whitelist the XLTOOL file if needed.

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🛒 Purchasing, Licensing & Renewals

How can I buy the Form 145 & 146 JSON Generator?

Purchasing is simple. Visit our Pricing Page to view transparent license plans that best fit your firm’s needs. Complete your payment using one of the listed secure offline or online methods, then fill out the short License Form. After processing, we will email your license credentials and activation instructions.

What are the limitations of the free demo version?

The free demo lets you test the software’s interface, schema validations, and offline workflow without restrictions on tools. However, it limits the number of entries you can import and has a restricted usage duration, allowing you to thoroughly evaluate it before purchasing.

What different types of licenses are available?

We offer Single User (locked to 1 PC) and Multi-User plans (allowing unlimited PCs within your organization). Each type is designed for different scale environments—whether you are an independent CA or a large corporate finance team.

How do I renew my license or AMC?

Renewing is easy. Return to the Buy page, choose your respective license plan, and make the renewal payment. Your AMC (Annual Maintenance Contract) is instantly extended, ensuring you continue to receive critical Income Tax schema updates and dedicated support.

Is there any limit on surrendering or reactivating the license?

No, we do not impose any surrender or activation limits. You can deactivate your software license on one computer and reactivate it on another whenever you wish, as many times as needed.

What is AMC and why is it important?

AMC stands for Annual Maintenance Contract. It keeps your software fully licensed and provides you with vital updates, feature enhancements, and support services for one year. Renew it annually at a low cost to ensure your software stays compliant with the latest Income Tax portal rules.

What if I format my computer or change my hard disk?

Simply use your existing license credentials to reactivate the software on your freshly formatted or upgraded system. Your license is flexible and can be re-activated without extra charges or limitations.

Is the license fee refundable?

Software license payments are non-refundable. This is why we strongly recommend using the free demo version first. It gives you full confidence in the offline utility before investing in a paid license.

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🔒 Software Features, Security & Support

Do I have to pay extra for different software modules?

No. All modules—including Form 145 Parts A, B, C, D, and Form 146 (CB)—are bundled entirely within your purchased license. There are no hidden fees or separate charges for bulk JSON generation.

Will I receive future software updates?

Yes, absolutely. As long as your active subscription or AMC is valid, you will automatically receive all new software updates, compliance improvements, and bug fixes at no extra cost.

Does this tax software work completely offline?

Yes. Once downloaded and activated, XLTOOL runs entirely on your desktop without needing an internet connection. This ensures full data privacy and the flexibility to work anytime, anywhere.

How secure is my data using XLTOOL software?

Your data stays entirely on your local system. We do not store, access, collect, or transmit your confidential client data, ensuring full confidentiality and peace of mind for sensitive foreign remittance reporting.

Can this software be customized for my business needs?

Yes, we specialize in Custom Excel Development tailored to unique business workflows. Whether you need advanced reporting or automated data processing tailored specifically to your internal accounting systems, contact us to discuss your custom project requirements.

What kind of support do you provide?

We primarily offer support via email for quick, documented help. You can also reach our technical experts by phone, WhatsApp, or Live Chat for priority assistance. Our goal is to resolve your issues as quickly and clearly as possible.

Is there a user manual or help file included?

Yes, each software download includes a dedicated HELP sheet with step-by-step instructions, troubleshooting tips, and FAQs to guide you seamlessly through activation and everyday usage.

How can I get in touch for more help?

Visit our Contact Us page where you’ll find all options—email, phone, WhatsApp, and a quick enquiry form. We’re always here to assist you.