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FAQ: Annual Statement - Part 1 (1:45)

This FAQ covers the Annual Taxation Statement (ATS) - Part 1

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Error: When printing reports, the date format is incorrect.

  1. Open the Windows Control Panel.
  2. Select Region and Language (or Regional language and settings).
  3. Under 'Format' change to any other language and click Apply
  4. Change the 'Format' back to your preferred format and click OK
  5. Re-open Tax Assistant

Error: 'Cannot load driver' is shown when opening the Assistant Diary.

This error is related to your printer drivers. This usually occurs when your printer is using a “Universal Print Driver” rather than the individual driver for your printer. Please download the individual printer driver for your printer from the manufacturer's website rather than using a Universal Print Driver.

FAQ: How to set up PLS (1:15)

This FAQ covers how to set up PLS.

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How do I deactivate or activate a client?

To deactivate a client:

  1. Select the client from the client list.
  2. Select 'File > Deactivate client'. The deactivated client will not be shown in the client list unless the 'Active' filter is disabled.

To activate an inactive client:

  1. Remove the tick from the 'Active' filter on the left-hand navigation bar.
  2. Find the inactive client from the list. Inactive clients are indicated by their pale colour.
  3. Select 'File > Activate client'. This command will only be available when an inactive client is selected.

How do I reset the Software Assistant layout?

  1. Click on the 'View' tab in Assistant.
  2. Select 'Default layout'.
FAQ: McAfee Issue - Error Taxonomy Load (2:13)

This FAQ covers how to resolve the McAfee Issue - Error Taxonomy Load.

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FAQ: You have used all licenses. No licenses recognised (1:15)

This FAQ covers how to resolve the error You have used all licenses. No licenses recognised.

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FAQ: Invalid username or password. No license recognised (1:38)

This FAQ covers how to resolve the Invalid username or password. No license recognised error. 

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FAQ: Update error - 1722 error (2:43)

This FAQ covers how to resolve the Update error 1722.

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