Software Assistant

After a certain period, you will not be able to lodge BAS forms for a previous year using that year’s module (i.e. GA, GB, GI and GR forms). To lodge a previous year’s BAS form, create the form in a year that has PLS Activity Statement menu.

1. Chang...

You must have a client record present before you can create an Activity Statement or other forms for the client.

1. Click on the down arrow next to the 'New' button.
2. Select 'PLS Activity Statement'
3. Select the desired form.

If this occurs when you are trying to open Ledger:

1. Close the Ledger.
2. Select 'Tools > Repair ledger files'.
3. Try to re-open the Ledger.

If this occurs when you are trying to open a tax form:

1. Close Software Assistant.
2. Open 'Verify and backup...

There are two or more records created with the same client’s TFN. The records have to be merged or deleted.

To delete a redundant client record:

1. Untick the 'Active' checkbox on left-hand-side navigator.
2. Click on TFN column header to sort clients...

You may be missing certain Software Assistant help files, or your keyboard is configured incorrectly.

1. If you have a Microsoft keyboard, make sure the ‘F-Lock’ key is turned ‘OFF’. Try to re-open the help files.
2. If you still cannot access the help...

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...

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...

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...

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...