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FAQ

Tax Audit Alert not working

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...

Support
FAQ

How to setup lodgment and prefill

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...

Support
FAQ

Validation/Lodgment - ERROR_TAXONOMY_LOAD

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...

Support
FAQ

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

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...

Support
FAQ

How to register the software

After installation or update you will need to register the software otherwise you will not be able to use the software.

Please note that the registration details are the same details used to login to the Software Assistant website portal and not the...

Support
Guide

Software Assistant - Tips & Tricks

A guide designed to help you get the most out of Software Assistant. Contained within are a number of helpful tips & tricks to improve efficiency when using the Assistant software.

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