Skip to main content

Software Assistant

Thomson Reuters Training & Support

Tax Assistant Tutorial


Tutorial outlining how to create and prepare tax returns and forms. 

Show Transcript


  1. Main screen
  2. Creating new client
  3. Opening tax return
  4. Rolling over tax return
  5. Navigating and completing return
  6. Tax estimate
  7. Validation
  8. Changing status of return
  9. Printing tax returns
  10. Emailing return
  11. Amending return
  12. Transferring data between returns
  13. Creating relationship
  14. Annual taxation statement
  15. Copying return
  16. Import from ledger
  17. Restoring data

Speak to a consultant

Can't find an answer to your question?
Contact our support team.

Request training

Contact our team to arrange training.

Tell us what you think

We'd love to hear what you think
of our products and support.