Software Assistant Training

Software Assistant Support for Existing Customers

Latest News

PLS Ready

You can now lodge individual tax returns and business activity statements (BAS) via the new PLS channel.

Our new Software Assistant release offers you more Practitioner Lodgment Service (PLS) capabilities including the full individual income tax return in the new PLS format. Once the update is installed, you will be given a choice on which channel, ELS or PLS, you would like to lodge your individual income tax return. ELS is the current default setting.

Click here to visit the ‘Latest Updates’ page to download the update

Need help to get started? Visit Knowledge Base


Software Assistant update 2016.2.5 has been released

Enhancements and fixes in update 2016.2.5:

  • Employee termination payments calculation issue where tax payers age close to 55 at year-end corrected
  • Small business tax offset calculation when business income is greater than taxable income has been corrected
  • Validation errors –V334 & V1214 have been corrected
  • Export routine from Tax Assistant online now includes Item 17 (RC repayment) and Item 15 (Small business income tax offset)
  • SMSF tax returns validation V2704 E4 Exploration Credit Tax Offset has been corrected

Click here to visit the ‘Latest Updates’ page to download the update


Phone and email support

Software Assistant provides free and unlimited technical support to customers via phone and email.

Use the following form to submit a support-based enquiry. Please provide as much detail as possible on the error so we can better help resolve your issue.

Include the error message and make sure you can reproduce any faults you encounter. We endeavour to respond to all support enquiries within four business hours.

Alternatively, you may contact us via phone on 1800 074 333, 8:45 a.m. – 5:15 p.m. EST.

Fill in our technical support form below!

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Software Assistant System Requirements

Recommended hardware and software for Software Assistant

The following are recommendations for running Software Assistant and related software. Actual requirements will vary depending on the size and daily operations of your practice.


1-gigahertz (GHz) 32-bit (x86) processor or 1-GHz 64-bit (x64) processor
Vista, 7, 8 or later 32 or 64 bit operating systems
1 GB of system memory
100 MB of free hard disk space (program files and blank database, plus 1 MB per client)
Windows-compatible pointing device
16 bit True Colour display adapter
Monitor capable of 800 x 600 or higher screen resolution
Internet connection

Windows 10

Software Assistant is fully compatible with Windows 10. We advise Windows 10 users to install the Cisco AnyConnect software, which can be downloaded from our Update Centre. To enable the use of the Cisco AnyConnect client, select ‘Options | ATO ELS’ and make sure ‘AnyConnect VPN client’ is marked as the lodgement module.


Software Assistant does not require a server to operate. However, when working in network environment, a dedicated server with sufficient RAM, Storage and CPU to support the users and applications you are running is advisable.

Dedicated server with sufficient RAM, Storage and CPU to support the users and applications you are running.

Server Operating System: Windows Server 2008-2012, Small Business Server 2008-2012

Other equipment

Printers: A laser printing system is recommended for printing with Software Assistant. When printing remotely via terminal server, remote desktop or Citrix, please ensure you have the correct printer drivers installed.

Scanners: When using a locally connected scanner, ensure that the driver is TWAIN compliant. In order to scan in a remote session environment (terminal server, remote desktop or Citrix), you must utilise the network software provided with your scanner hardware or other third party applications.

Cisco VPN software: Cisco VPN Software is compatible only on operating systems that support Cisco VPN software. Cisco VPN is used to access the ATO systems for lodging taxation returns electronically. Please refer to the ATO website for details of the minimum specifications for Cisco VPN software.

Linux: Software Assistant is not currently compatible in a Linux environment.

MAC: Software Assistant does not support direct installation on a MAC; however, it is possible to configure Software Assistant on a MAC in a Windows virtual machine. Software Assistant is compatible across tested VM software, VMware Fusion and Parallels (others should work, also). When using a virtual machine, it may be necessary to select ‘bridged’ networking mode in order to lodge successfully. Please consult your software advisor for your Virtual PC software for instructions on how to do this.

Existing Client Login

Login here to access:

  • Renewal or Upgrade – Upgrade or renew your products
  • Contact Details – View or change your personal details
  • My Orders – View your orders and invoices
  • My Registrations – View, register or de-register your licenses
  • Update Centre – Installation and update files


Additional Resources:

System Requirements
Uninstall instructions
End User License Agreement
Knowledge Base