Software Assistant

If this occurs when you are trying to open Ledger:

1. Close the Ledger.
2. Select 'Tools > Repair ledger files'.
3. Try to re-open the Ledger.

If this occurs when you are trying to open a tax form:

1. Close Software Assistant.
2. Open 'Verify and backup...

There are two or more records created with the same client’s TFN. The records have to be merged or deleted.

To delete a redundant client record:

1. Untick the 'Active' checkbox on left-hand-side navigator.
2. Click on TFN column header to sort clients...

You may be missing certain Software Assistant help files, or your keyboard is configured incorrectly.

1. If you have a Microsoft keyboard, make sure the ‘F-Lock’ key is turned ‘OFF’. Try to re-open the help files.
2. If you still cannot access the help...

In order to lodge an Individual amendment form, you must have already lodged the original form and it must be in an ‘Accepted’ state.

1. Open the original tax return.
2. Make sure the status is marked as ‘Accepted’.
3. Click on the arrow next to the ‘New...

Please restart your machine and retry. If the problem persists, please contact support for assistance.

Bank feeds are available at $22 per bank account annually with no ongoing fees or restrictions on number of downloaded transactions.

Order bank feeds on our order form. Bank feeds management will be added to your user portal, under the registrations...

Negative “Interest bearing liability” accounts (accounts 3200 – 3299) will be displayed as assets in the financial report. To force an account to stay in liability section:

1. Select the account from the Accounts screen
2. Click on the edit icon on the...

1. Login to your user account from this link. If you have forgotten these details you can reset your password
2. Click on ‘Update Centre’ from the left hand navigator
3. You will be taken to the download page which will list all available downloads.

There are numerous ways of downloading updates for Software Assistant.

1. When a new update is released, we will send notification emails to all existing clients. The email will contain a download link to the update.
2. When a new update is released...

Please contact support for assistance with this issue. 

Follow the steps below to de-register Software Assistant from your computer.

1. Open Register Assistant (run a search for this application via your Windows Start Menu)
2. Un-tick the modules that you wish to de-register.
3. A message will appear asking...