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Training videos

This section provides online training videos which will take you through the most common processes in the Assistant software. Please click on the appropriate link below to start the training video.

• Tax Assistant
  • Preparation of tax returns
  • Printing and emailing tax returns
  • Electronic lodgment
  • Amending returns and activity statements
  • Transferring data between related tax returns
  • Preparation of forms
  • Restoring lost data
• Tax Assistant Online
  • How it works
• Ledger Assistant
  • Preparing the ledger file
  • Preparing the client chart of accounts
  • Posting transactions
  • Bank reconciliation
  • Ledger enquiry and search feature
  • Repairing accounts
  • Preparing reports
  • Closing the financial year
  • The asset manager
  • Budget maintenance
  • Trading stock accounts
  • Transferring ledger data to a tax return
  • Transferring ledger data to a BAS form
  • Report Designer
• ASIC Register Assistant
  • Setting up
  • Creating client
  • Importing company data
  • Importing from other software
  • Lodging form 201
  • Changing company details
  • Transferring shares
  • Issuing shares
  • Minutes & resolutions
• Practice Assistant
  • Networked diary
  • Timesheets and Job codes
  • Billing and Invoicing
  • Sending SMS
  • Contact manager
  • Document manager
  • Data mining tool
  • Mail merge functions
• Business Assistant Introduction
  • Options and registration
  • Creating and modifying master chart of accounts
  • The cashbook and customer balances
  • Invoice printing and customisation
  • Debtors and creditors
  • Mail merge
  • Reports
  • The asset manager
• Business Assistant Quick-Start Guide
  • Ordering BizAssist
  • Transferring client data
  • Borrowing of accounts and financial reports
  • Creating and editing accounts
  • Customers and contacts
  • Creating opening balances and transactions
  • Advanced options
  • Importing, exporting and emailing the company file