Software Assistant

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...

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 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...

This error occurs when there is no Clients.DB file in the folder you are trying to link Assistant with. Verify that your data directory is correct. You must have a Clients.DB file in your data directory. If not, you are either pointing to the wrong...

You may need to 'Configure BDE' if your database is on a server or network drive.

1. Open Register Assistant via the Windows Start Menu (run a search for the application)
2. Click on Advanced
3. Ensure the Data directory path is correct
4. Click on Configu...

You will most likely come across this after installing onto a new computer or after an update.

1. Open Register Assistant via the Windows Start Menu (run a search for this application)
2. Ensure the software is showing as registered. Complete the...

This problem can be caused by the computers on the network having a different database path to one another.

1. Make sure everyone on the network has logged out of Software Assistant.
2. Go to Assistant’s Data folder, usually 'C:\ProgramData\Software...

If you have set the return status to signed and it is still not showing up when you click on the PLS button, then the agent reference number in the Options form does not match the agent number in the tax return, or it is missing. Software Assistant...

To create entries for a past financial year in the present year, you’ll need to configure that client’s ledger for a previous year.

1. Open the Client Details form.
2. Click on the Ledger tab.
3. In the 'Year ends' field, enter a previous financial year...