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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FAQ: Update error - invalid drive error (1:43)

This FAQ covers how to resolve the Update error - invalid drive error.

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How do I transfer the Software Assistant database between computers?

There are a few ways of doing this. The easiest way would be to copy and paste the entire data folder from the current computer to the same location on the new computer. Alternatively, you can also mark and export the clients and then import them into the new computer.

Method 1: To copy the data folder (recommended method):

  1. Locate the data folder on the current computer. The default path is 'C:\ProgramData\Software Assistant\Assistant\Data'. You can check your location via Options > Directories in Assistant. 
  2. Connect a USB flash drive.
  3. Right click on the data folder and select 'Copy'.
  4. Navigate to the flash drive, right click and select 'Paste'.
  5. Insert the flash drive into the new computer.
  6. Copy the data folder from the USB flash drive to Assistant’s existing data folder on the new computer. Click 'Yes' when asked to overwrite the existing files.

Method 2: To transfer the clients using export/import:

  1. Right click on the client list and select 'Mark/Unmark clients …' .
  2. Click on mark 'All clients' and click 'Execute'.
  3. Select 'File > Export data > Marked clients'.
  4. Save the zip file to a USB flash drive.
  5. Connect the flash drive to the new computer.
  6. In Assistant, select 'File > Import data > Import exported clients'.
  7. Locate the zip file that you saved onto the USB drive, and click 'Open'.
  8. The clients will be automatically transferred into the client list.

Commonwealth Statutes Annotations: June 2023 update

Content updates

New legislation information, case annotations and article references have been added to Commonwealth Statutes Annotations, including a note on Bryant v Badenoch Integrated Logging Pty Ltd (2023) 97 ALJR 86; [2023] HCA 2, under Pt 5.7B and sections 588FA, 588FE of the Corporations Act...

Date & Time

When trying to print a report, you receive the '1722 RPC server unavailable' error.

This error is caused by your Firewall blocking access from Software Assistant to print. You must allow Assistant.exe permission through your Firewall or add this executable to your firewalls trusted list. If the files displayed are missing from Software Assistant’s Data folder. Restore the missing files.

'Invalid date format' is shown when opening a return or worksheet.

To rectify this issue:

  1. Close Assistant
  2. Open the Windows Control Panel.
  3. Select Region and Language (or regional language and settings).
  4. Under 'Format' change to any other language.
  5. Press Apply
  6. Change language back to 'English (Australia)'
  7. Open Assistant
  8. Re-open the tax form.
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