Software Assistant User Manual

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

  Software Assistant/Onvio 2021 Tax Changes

In this document, we will cover the changes rolled out this year by the ATO and how this is reflected in the software.

  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. 

  Software Assistant/Onvio 2020 Tax Changes

This guide outlines the 2020 tax changes and how they impact Software Assistant/Onvio.

  Software Assistant/Onvio 2019 Tax Changes

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

  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. 

  De-registering a computer

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

  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.

  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. 

  Validation/Lodgment - ERROR_TAXONOMY_LOAD

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

  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

  Asset Manager - Importing from CSV file

Use this guide to assist with importing assets into Asset Manager from a CSV file.

  Ledger - Importing transactions from CSV file

Ledger Assistant can import transactions from other software providers as long as they are in CSV format. If you have a CSV file that you would like to import then please follow this guide.

  Ledger – Adding Director Details to Trustee’s Declaration

This guide will show how to add the Directors’ names to the Trustee Declaration report in Ledger Assistant.