Download and Workbook Help

Choose the right resources 

First choose your association’s country. For the United States, choose the general workbooks or the applicable state page. Then select English or Español. A translation changes the language; it does not change the jurisdiction addressed by the edition.

Open and download

Links open the current shared resource in Google Drive, Docs, or Sheets. If a preview opens, use its Download control. If the editor opens, use File → Download and choose Word (.docx) or Excel (.xlsx), as appropriate. Work in your own downloaded copy.

Use the Excel workbooks 

Read the Instructions tab before entering data. Use input cells and dropdown lists where provided. Preserve formulas and reference cells. Keep an unused copy of the template so you can start a new project or fiscal year.

Check the file’s revision date and, for translations, the source edition date. If a file does not open or appears to be the wrong workbook, return to its resource page and check the title and language before using it.