Tax Assistant Tax return software for accountants made easy

Tax Assistant

Speed. Accuracy. Precision.

Tax Assistant software makes tax easy for sole practitioners and small to medium practices.

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Tax Assistant is the fastest and easiest way to create, lodge and track tax returns. Constantly achieving over 94% acceptance rate from the ATO, Tax Assistant features a highly accurate tax estimator, making tax returns a breeze. Tax Assistant also features Tax Audit Alert—an advanced tax software feature that raises ATO audit alerts, specific to an individual client, at the time of entry.

Tax Assistant Features

+98 percent ATO acceptance rate

Tax Audit Alert

Are you claiming above the ATO average for an occupation and running the risk of an ATO audit? Based on a client’s occupation, age and income, Tax Audit Alert notifies you if you are claiming above the ATO’s average.

SBR and PLS Ready

SBR and PLS Ready

Tax Assistant is SBR enabled for all forms from 2016 onwards.

+98 percent ATO acceptance rate

+94 percent ATO acceptance rate

With an acceptance rate exceeding 94 percent of all returns lodged and precision in tax estimation, Tax Assistant is one of the most accurate tax preparation products in the market.

Lodge tax returns back to 2001

Lodge tax returns back to 2001

Submit current and past returns all the way back to 2001. You’ll also have fast access to current and previous returns, with worksheet results and data rollover from the previous year’s tax return.

Live onscreen tax estimation

Live onscreen tax estimation

The live onscreen tax estimation is ideal for ‘what-if’ calculations and the powerful validation reporting tool and ‘go-to’ error function allows drilldown of issues.

Links with the ATO

Tax Assistant supports all major ATO forms and Activity Statements. We’re ready for SBR—you have the choice to lodge through either SBR or ELS.

Get more done, quickly

Tax Assistant software is fast and lightweight as it is not reliant on Internet connections. We understand that software shouldn’t force you to upgrade existing equipment.

Unparalleled support

When you purchase Tax Assistant, you have access to unlimited telephone and email support at no extra charge. We also provide comprehensive online video training, free of charge.

Integration with other Software Assistant modules

Complete data transfer from Ledger Assistant to the tax return or BAS form, and integration with Practice Assistance time sheets for automatic recording of the time spent on each job.

Pedigree in Tax and Accounting

Backed by Thomson Reuters, the experts in tax who have published The Australian Tax Handbook for over 60 years, Weekly Tax Bulletin and XYZ Model Financial Accounts.


What Tax Assistant users say


Testimonial #1

“Easy to install, easy to use and great customer support. I can pick up the phone and speak directly to someone who can answer my questions. Price was well within my budget. Highly recommend Software Assistant products.”

Joe Trimboli, VIC

Testimonial #2

“I have been very impressed with Tax Assistant and have had much pleasure in using it. I have also received very good telephone support during the past two years or so and think you have the patience of a saint. I couldn’t have managed without your help.”

Jelica Stanic, NSW

Testimonial #3

“I’m a committed fan of the software and the people behind it, and preach its attractions wherever I can. Many thanks to everyone at Software Assistant.”

Gary J. Smith, VIC

Testimonial #4

“I am very impressed with the level of service you consistently give.”

Peter Mandalidis, NSW

Testimonial #5

“We love your product and envisage being around for many years. Many thanks.”

Christopher Biffin, VIC


Send us an enquiry below or call us on 1800 074 333

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