Software Assistant

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...

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...

1. Click on the 'View' tab in Assistant.
2. Select 'Default layout'.

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...

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...

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. Ope...

To insert your company logo into a letter template or any image to the letters or notes template:

1. Locate the image file.
2. Right-click on the file and select Edit.
3. Select the whole image (shortcut key is CTRL + A).
4. Select 'Edit | Copy' (shortcut...

The Software Assistant End User Licence Agreement can be found here.

1. Open the Windows Control Panel
2. Then click on Programs and Features
3. Locate the application named 'Assistant'
4. Then click on Uninstall. 

*Warning* Removing the Assistant application before taking a backup of your files may result in data loss. 

We are not implementing STP reporting (Single Touch Payroll) in Software Assistant at this stage. 

When the PLS Activity Statement form is created, the software will prefill from the ATO's server to get the document ID and type variation code. Refer to the ATO website for the list of type variations.

If the PLS Activity Statements form does...

When the Tax Assistant subscription ends, the system will automatically switch to read-only access for all the tax returns.

Additionally, if you don't plan to renew the Ledger Assistant subscription, please let the support team know at the end of...