In order to lodge an Individual amendment form, you must have already lodged the original form and it must be in an ‘Accepted’ state.

1. Open the original tax return.
2. Make sure the status is marked as ‘Accepted’.
3. Click on the arrow next to the ‘New’ button.
4. Select ‘Tax forms’ and then ‘AR – Amend return or activity statement’ for 2011 and newer returns or ‘AI – Amendment of individual return’ for 2010 and earlier returns.
5. Complete the amendment details, save and lodge the amendment return.

Please restart your machine and retry. If the problem persists, please contact support for assistance.

Bank feeds are available at $22 per bank account annually with no ongoing fees or restrictions on number of downloaded transactions.

Order bank feeds on our order form. Bank feeds management will be added to your user portal, under the registrations section.

Use bank feeds management to register bank details. Net banking credentials will be required. Check with your client that the net banking account has an SMS code confirmation or any other security measure to prevent unauthorized transactions before registering the net banking details.

The bank feeds ID will be generated for each registered bank account and all available transactions will be downloaded to your user portal (usually three months of transactions). We use third-party services from Yodlee to retrieve the transactions.

The transactions will be refreshed automatically every night and stored in your user portal.

1. Open ledger in Ledger Assistant and edit the appropriate bank account.
2. Enter the bank feeds ID as generated in the user portal to associate the ledger account with the bank feeds connection.
3. Select 'File > Import data > Import bank feeds' when ready to download bank transactions.
4. Select the bank account from the accounts associated with the bank feeds and a period for which you wish to retrieve transactions.

Transactions will be imported to the transaction import screen where Rules can be used to automatically allocate the account numbers to the transactions based on keywords in the transaction description, date, reference and other criteria.

Training videos:

How to use Bank Feeds as a Tax Agent, click here.

How to use Bank Feeds as a client, click here.

Negative “Interest bearing liability” accounts (accounts 3200 – 3299) will be displayed as assets in the financial report. To force an account to stay in liability section:

1. Select the account from the Accounts screen
2. Click on the edit icon on the left
3. Tick the 'Persistent category' checkbox.

1. Login to your user account from this link. If you have forgotten these details you can reset your password
2. Click on ‘Update Centre’ from the left hand navigator
3. You will be taken to the download page which will list all available downloads.

There are numerous ways of downloading updates for Software Assistant.

1. When a new update is released, we will send notification emails to all existing clients. The email will contain a download link to the update.
2. When a new update is released, you will be automatically notified within Software Assistant via a popup message
3. You can download updates directly from our website. Click here for latest updates

Please contact support for assistance with this issue. 

Follow the steps below to de-register Software Assistant from your computer.

1. Open Register Assistant (run a search for this application via your Windows Start Menu)
2. Un-tick the modules that you wish to de-register.
3. A message will appear asking if you would like to de-register the module, click 'Yes'.
4. Click on the 'Register' button.
5. The registration form will connect to our server and de-register the selected modules from your computer.

You can now register Software Assistant on another computer.

If no activation codes appear when you click try to register Assistant, check to make sure no firewall programs are blocking the registration form from accessing our server. This is common with CA, Norton, BitDefender, Trend and Avast Anti-virus. Either disable the firewall completely or add an exception to allow “register.exe” to access the internet. This file can be found in the following location:  C:\Program Files (x86)\Software Assistant\Assistant

If you receive a “Cannot find server” error message, check that your Internet connection is active and try again.

If you are still unable to register, you may be able to register the software manually.