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Software Assistant

Thomson Reuters Training & Support

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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FAQ

How do I restore from a backup file?

To fully utilise Software Assistant’s restore facility, you should set the backup feature to backup the database every day. This way you will have a wide range of backups to choose from. Assistant backup files are located in the _Backup folder in...

Support
FAQ

Error: When printing reports, the date format is incorrect.

  1. Open the Windows Control Panel.
  2. Select Region and Language (or Regional language and settings).
  3. Under 'Format' change to any other language and click Apply
  4. Change the 'Format' back to your preferred format and click OK
  5. Re-open Tax Assistant
Support
FAQ

How do I deactivate or activate a client?

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...
Support

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