Software Assistant

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...

The telephone area code on the cover page and/or declaration page of the tax return can only be two digits long. You will need to delete and retype the telephone area code so the fields are correctly updated.

Most likely the ATO records do not have the reported amounts so their system expects the item should be another amount. You will need to contact the ATO to get them to update their records for any variations before lodging the BAS/IAS form again.

1. Open Client Details panel
2. Go to the Ledger tab
3. Enter the number of beneficiaries/members
4. Go to the Other tab
5. Enter a number (starting from 1, not 01) and name (optional - percentage of income to be split)
6. Open the ledger
7. Click on Postings tab...

Use account 3529 GST payments/refunds if you need to make manual adjustments; otherwise, "G18 - Adjustments" will not calculate correctly in the GST report.

Do not use accounts 3510 and 3520 as these are automatic accounts.