Software Assistant

1. Go to Postings tab

2. Click on Transaction Journal Wizard  

3. Select Setup Rental or Member Accounts

4. Enter the name of the property (maximum character length with spaces is 42)

5. Click on OK

If you have another rental property...

Taxable payments annual report is not available on Software Assistant.

As per ATO's instructions, you can lodge online through:

• ATO online services for individuals and sole traders – select ‘Tax’ then ‘Lodgments’ then ‘Taxable payments annual...

Generally, this error indicates that the Windows date/time is set incorrectly. Check to ensure your date and time are set correctly via the Windows system clock at the bottom right corner of your screen. Refer to Microsoft's instructions to change...

1.    Open the form
2.    Click on the Status button
3.    Enter the new name in the Caption field
4.    Click on OK
5.    Press F5 to refresh

Click in the box then either double click on the mouse or press the space bar on the keyboard to mark the tax return as Final.

If the MS17EBF.tmp is being detected by the antivirus software then you will need to add it to the exceptions list or pause the antivirus before running the update.

We do not recommend the use of cloud syncing software such as Drop Box, Google Drive, OneDrive etc due to the nature of the Software Assistant database.

Software Assistant's database engine will lock files when they are in use and may cause errors...

For the Tax Audit Alert to trigger,

1. Enter the taxpayer's gender in the sex field of the client's details panel
2. Select the occupation at item 1
3. Record the deduction at the deduction items

The Alerts button will only light up when the claimed...

A Statement of distribution must include an amount against at least one of these to clear error: 

• Primary production income
• Non-primary production income
• Franked distributions
• Franking credit
• TFN amounts withheld
• Australian franking credit...

To connect Software Assistant to the ATO's practitioner lodgment service (PLS) and enable prefill and lodgement, you will need to first setup the machine credential. Please note, the software ID is not required due to the fact Software Assistant is...

You may encounter the error 'ERROR_TAXONOMY_LOAD' when validating or trying to lodge a return.

For example: ERROR_TAXONOMY_LOAD: An error occurred while loading taxonomy "file://C:/Program Files (x86)/Software Assistant/Assistant/SBR2/Taxonomy...

How to troubleshoot CMN.ATO.GEN.XMLXX validation error

CMN.ATO.GEN.XML01 and/or CMN.ATO.GEN.XML04 validation errors will appear in your validation form with the error CMN.ATO.IITR.730488 and this means there are issues with the data recorded in the...