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Getting Started Guides

Use these quick brief overviews of our software options to get up and running quickly:

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  • Option A – Desktop software for Windows which provides electronic data entry forms similar to the paper forms.  We recommend this option for most users who have application or sales data to report.  Option A will also validate files created by third-party applications (This functionality replaces Option C, which has been discontinued.)
  • Option B – A desktop application that requires Microsoft Excel on Windows.  This option is recommended for users of Excel , but does require some additional configuration.
  • Option D and O – Formatted Excel spreadsheets with none of the features provided by Option B .  Option D is recommended for users having difficulty installing or configuring Option B, users with small amounts of data to enter, or Macintosh users of Excel.  Option O is for users that who have a spreadsheet application that is not Excel.  These would include programs such as Apple’s Numbers or OpenOffice.org’s Calc. 

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