Latest updates

File Updated Size

2024.0.1 Update is now available!

You can now download your 2024 Software Assistant update. This release includes the 2024 Tax Time rate and calculation changes as well as the ATO forms available for preparation and lodgement via PLS.

There are just 3 simple steps to complete your 2024 Software Assistant installation:

Step 1.     Disable your Anti-Virussoftware BEFORE you install 
If you have McAfee Total Protection installed, please disable real time scanning before applying the update. Refer to the Validation/Lodgement – ERRORS_TAXONOMY_LOAD guide for steps on how to disable real time scanning. Also refer to the above guide if you experience prefill, validation or lodgement issues after updating.

Step 2.      Download and install the 2024.0.1 update
Either click the Update button in Software Assistant to initiate the update or you can download the update from the Software Assistant website.

Step 3.      Register your software
Software Assistant must be registered on every machine where it’s installed. If you do not register the machine, once the expiry has lapsed it will be in read-only mode.

To register a machine, click the “Go to registration form” link on the login screen or click Windows Start Menu and search for “Register Assistant”. For instructions visit the 
How to register the software” FAQ.

2024 Tax Time changes

For details on the ATO changes impacting 2024 tax forms, please visit:


·     ATO - Overview of key changes:
Overview of key changes | Australian Taxation Office(

·     Software Assistant –2024 Tax Webinar (recording):
Webinar: Software Assistant Tax Changes 2024Full | Thomson Reuters


1.     $20,000 Instant Asset Write Off is not yet law.
No changes have been made to Tax Assistant. It will be updated once this change becomes law.

2.     Small Business Energy Incentive is not yet law.
Changes have been implemented in Tax Assistant however the ATO has implemented a validation rule that will prevent lodgement of this field. The ATO validation will be lifted once this becomes law.



Resolved issues 

IITR 2023

·       Prefill - Interest prefill going to wrong area.

·       Prefill - Prefill isn't bring up the 24V value to the tax return.

·       Spouse Address selection in "Transfer In" is removing the client's Home & postal address.

TRT 2023

·       Trust assessment calculation code missing.


SMSF 2023

·       SMSF- 12L worksheet not transferring Non-Deductible expenses code to return.



·       Incorrect Agent's phone number in AS Declaration report.


24/06/2024 248.87 MB