Software Assistant User Manual

Use this manual to find conceptual, procedural and reference information about the Assistant software. 

  Software Assistant Tips & Tricks - 2019 edition

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. 

  Software Assistant/Onvio 2019 Tax Changes

This guide outlines the 2019 tax changes and how they impact Software Assistant/Onvio and your Practice. 

  Software Assistant Network Installation Guide

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

  Software Assistant Database Transfer Guide

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

  Cannot save or change status of returns - Error message: "Cannot create file"

For clients who cannot save or change the status of their returns after updating to 2019.1.2

  Adding depreciation schedule to D5 - Other work related expenses

Watch this video to learn how to create a depreciation schedule at item D5 - Work related expenses.

  De-registering a computer

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

  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.