Latest updates

Download to update to Software Assistant 2018.2.0

Please make sure you have upgraded to Software Assistant 2018 before updating to version 2018.2.0

The main feature introduced in this update is the ability to submit the following PLS forms directly to the ATO from within Software Assistant.

• Client Update Details (CUDTL)

• Client Update relationships (CUREL)

• Client Update Return Not Necessary (CURNN)

The above forms can be accessed from the by clicking on New > Client Update.

We have also made the following improvements to the PLS Pre-fill service:

• PAYG installment amounts are now being imported

• A note is now included advising to review when an Australian annuities and superannuation income amount present.

In this update we have also released fixes for the following bugs: 

• IITR 2018 – Printing issue at item 24 has been resolved.

• IITR 2018 – T2 tax offset amount has been limited to $10,000.

• IITR 2017 – V7 validation error due to longer country code has been resolved. 

*Renewals only 

Download to upgrade from Software Assistant 2017 to Software Assistant 2018.0.2

Software Assistant 2018 Upgrade

All 2018 Tax Time changes are incorporated and all 2018 returns are available for preparation and lodgment to the ATO via PLS.

• Validation has been switched from ELS to PLS to give a more aligned experience with ATO validation 

• Tax audit alerts 2018 changes

• ATO prefill report changes for 2018 

• New registration process during install (no longer user need to see or action the registration screen)

• Cost of managing tax affairs changes at D10 and item 24

• Removal of temporary budget repair levy

• Corporate tax rate – Base entity flag and the threshold change

• Treatment of reportable fringe benefit amounts

• New Carried forward tax offset label for T8 and T9