Skip to main content

Software Assistant: How to troubleshoot CMN.ATO.GEN.XMLXX Validation errors

This guide will assist you in troubleshooting generic validation errors such as CMN.ATO.GEN.XML01, XML04 XML03.

Attachments

Weight
0

Software Assistant: Validation Lodgment Error Taxonomy Load

This guide will assist you in fixing the ERROR_TAXONOMY_LOAD issue caused by McAfee Total Protection.

Attachments

Weight
0

Software Assistant: Assistant Data Tables

This document shows the data fields that are available to be used when marking clients or creating letter templates using Letter Editor.

Attachments

Weight
0

Software Assistant: De-register a computer

A guide to assist end users with de-registering a computer.

Attachments

Weight
0

Software Assistant: Database Transfer Guide

This guide will assist you with transferring your Assistant database from one computer to another.

Attachments

Weight
0

Software Assistant: Network Installation Guide

This guide will assist you with installing Software Assistant on your Server or network drive.

Weight
0

Westlaw Australia Guide - How to Create a WestClip NewsRoom Alert

Create a WestClip alert to receive updates on a search query.

A WestClip Search Alert can be created from a search, allowing you to receive future updates and new content based on the previously-conducted search.

To create a Westclip alert

  1. Locate the Newspapers of interest e.g. Australia Newspapers.
  2. Enter your search terms or criteria into the search box and run the search e.g. "voice to parliament".
  3. Click Alert Bell icon and select to Create Westclip Alert.
  1. Enter a name for the Alert and click Continue.  This name will appear in the subject field of your email.
  1. Enter Search Terms:  As you continue through the Alert template you will notice the content selected, and the search conducted are already populated in Parts 2 and 3 of the Alert Template. These can be edited if required. You can choose to add Smart terms or exclude document types form the alert. Click Continue.
  1. Customize delivery: Add the recipients' email addresses and required preferences for format, delivery, and detail level, then click Continue.
  1. Schedule alert: Select the frequency and time(s) of the alert, then click Save alert to schedule the alert.
Weight
0

Does Software Assistant have Single Touch Payroll (STP) reporting capabilities?

We are not implementing STP reporting (Single Touch Payroll) in Software Assistant at this stage. 

Validation - CMN.ATO.GEN.001001 Mandatory field not supplied - Report TypeVariation Code

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.

Type variation code field
 

If the PLS Activity Statements form does not prefill and you get the message, "no activity statement available" then the taxpayer has an ABN branch number, which you need to enter in the client details (next to the ABN) then create the form again.

ABN branch number field

The taxpayer's ABN branch is shown on the tax agent portal > activity statement page. Next to the Activity Statement text, you may see 00#.

What happens when the subscription ends?

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 expiry date so we can enable read-only access for it as well; otherwise, it will be locked if no other licenses are renewed.