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To provide a responsive and trusted regulatory environment for
businesses and public accountants
Quick Guide of
Preparation Tool
Published January 2015
All rights reserved. No part of this publication may be produced or transmitted in any form or by any means, including photocopying and 
recording, without attributing the publication to the Accounting and Corporate Regulatory Authority (ACRA) of Singapore and shall be 
restricted to non-commercial use only.
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Table of Contents
2
1. Installation
1.1   Minimum System Requirements
1.2   Where to Download the Installer
1.3   How to Install
1.4   How to Uninstall
2. Get Started
2.1   Get Started
2.2   Fill in Scoping Questions
2.3   Customise the Templates
2.4   Fill in the Templates
3. Other Key Functions
3.1   Tool Box
3.2   Mapping Assistant
3.3   Preview Panel
3.4   Validate
3.5   Shortcut Keys
4.  BizFin
x
Embedded Conversion Utility
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1. Installation
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1.1 Minimum System Requirements
Operating Systems *
Windows Vista, Windows 7, Windows 8
Microsoft Office *
MS Office 2003, MS Office 2007, MS Office 2010, MS 
Office 2013
Microsoft .NET  Framework
.NET Framework 3.5 Service Pack 1 or later
Processor 
2.0 GHz or faster (Intel i3, i5 or i7 recommended)
RAM *
2GB (4 GB recommended)
Disk Space
200 MB or more free disk space
Display Resolution
1280x800 and above 
4
*Instructions on how to check for:
-Operating system:http://windows.microsoft.com/en-US/windows/which-operating-system
-Microsoft office: http://office.microsoft.com/en-001/excel-help/what-version-of-office-am-i-
using-HA101873769.aspx
-RAM:http://windows.microsoft.com/en-us/windows-vista/find-out-how-much-ram-your-
computer-has
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1.1 Minimum System Requirements
• Windows Vista and above
• MS Office
Requirements:
Not supported:
• Mac and Linux or other operating systems
• Open Office
• MS Office Starter version
5
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1.1 Minimum System Requirements
MS® Office 2003
Professional
MS® Office 2007
Standard,
Small
Business,
Professional,
Professional Plus, Ultimate, Enterprise
MS® Office 2010
Home and Business, Standard, Professional,
Professional Plus
MS® Office 2013
Home and Business, Standard, Professional,
Professional Plus
The following table shows specific MS Office versions that are 
supported by BizFin
x
Preparation Tool:
6
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1.2 Where to Download the Installer
Go to BizFin
x
portal (www.bizfinx.gov.sg) under the tab of 
“download” to register and download the BizFin
x
Preparation Tool.
Step 1: Register
7
Upon registration, an email containing the download links 
will also be emailed to you.
1.2 Where to Download the Installer
Step 2: Download the correct installer based on your MS 
Office version:
Microsoft Office 2003 or above is required for installing
the new Preparation Tool. There are two installers namely:
i.
Installer for MS Office 2003, and
ii.
Installer for MS Office 2007 and above
Select the correct version of installer to download based
on the version of MS Office installed on your computer
!Clickhere for instructions on how to check what version of MS
Office you are using
!Installer package is about 55MB
8
1.3 How to Install
Double click the installer. The Setup Wizard will take you 
through the installation process:  
9
• The preparation tool requires Microsoft .NET Framework
3.5 Service Pack 1 or later version on your computer. If you
do not have it, the preparation tool will direct you to a
Microsoft webpage to download and install the .NET
Framework before the tool can be installed.
!Clickhere for more details on .NET Framework 3.5 Service Pack 1
• You will need Administrator Right to perform the above
installation.
10
1.3 How to Install
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