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Guides & Tips

Browse the library of user guides, support articles, tips and video tutorials to help you get the most out of your solution. Keep visiting this page for new tools and resources.

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ASIC Register Assistant Tutorial

This tutorial will go through setting up and lodging ASIC forms using the ASIC Register Assistant module.

Support

Video

Practice Assistant Tutorial

This tutorial will outline the features of Practice Assistant.

Support

Video

Ledger Assistant Tutorial

Tutorial outlining how to setup and use client ledgers.

Support

Video

Tax Assistant Tutorial

Tutorial outlining how to create and prepare tax returns and forms.

Support

Video

Webinar: Software Assistant Tax Changes 2021 Full

Software Assistant 2021 Tax Changes Webinar

Support

Video

Webinar: Software Assistant Tax Changes 2023 Full

Software Assistant 2023 Tax Changes Webinar

Support

Video

Webinar: Software Assistant Tax Changes 2022 Full

Software Assistant 2022 Tax Changes Webinar

Support

FAQ

Error: Installation error – 'Common 1722'

If you are installing or upgrading Software Assistant and encounter an error stating 'Common 1722' that is typically caused by anti virus software erroneously intervening during the install/upgrade process, resulting in a failure to correctly install...

Support

FAQ

Error: I am unable to change the status of returns or forms

Make sure that the return has been saved first and that there are no validation errors present. Also make sure that your user account has access rights to sign returns.

Support

Guide

Software Assistant: Tax - 2023 Small Business Boost changes

This guide outlines the steps to complete the Small Business Skills & Training Boost and the Small Business Technology Investment Boost in Software Assistant.

Support

FAQ

How do I recover lost or forgotten client record passwords?

If you have lost or forgotten a client record password, please contact support for assistance.

Support

FAQ

How do I lodge the Work-Related Expenses Schedule?

To lodge the Work Related Expenses Schedule (D1 to D5), click on the ‘Other’ tab and then mark the 'Lodge Work-Related Expenses Schedule' checkbox.

Please note, the ATO has restricted the maximum character length of the schedule to 30 characters...

Support

Software Assistant

Guides & Tips

ASIC Register Assistant Tutorial

Practice Assistant Tutorial

Ledger Assistant Tutorial

Tax Assistant Tutorial

Webinar: Software Assistant Tax Changes 2021 Full

Webinar: Software Assistant Tax Changes 2023 Full

Webinar: Software Assistant Tax Changes 2022 Full

Error: Installation error – 'Common 1722'

Error: I am unable to change the status of returns or forms

Software Assistant: Tax - 2023 Small Business Boost changes

How do I recover lost or forgotten client record passwords?

How do I lodge the Work-Related Expenses Schedule?

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