Software Assistant 2025.0.1 Update is now available!
You can now download your 2025 Software Assistant update. This release includes the 2025 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 2025 Software Assistant installation:
Step 1 - Disable your Anti-Virus software 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 2025.0.1 update Either click the Update button below 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.
2025 Tax Time changes
For details on the ATO changes impacting 2025 tax forms, please visit:
ATO website
* Overview of key changes | Australian Taxation Office (ato.gov.au)
Software Assistant
* Webinar: Software Assistant Tax Changes 2025 Full
* 2025 Tax Time Webinar Slides
Enhancements GENERAL
* The “Calculator” and “Find” shortcuts now available on toolbar for quick access
* Annual Taxation Statement (ATS) removed for non-individual tax returns Added Pro-rata discount field to the Capital Gains Tax worksheet
* Added compatibility with the new Microsoft Outlook
IITR
* Re-design of Item 7 “Australian Annuities and Superannuation Income Stream” for better visibility and data entry process
* New “Lump Sum payments in arrears ’worksheet located in the Other tab for taxpayers eligible for a Medicare Levy exemption (refer to Webinar recording for details)
* Added “Division 293 super contributions” field located in the Other tab
SMSF
* Ability to enter a negative amount in the various foreign income tax offset fields of the “Foreign source income and foreign assets” worksheets
BAS
* Add Label 1H “GST Instalments” to theBusiness activity statement in the Summary
Resolved issues
IITR 2024
* CGT amounts in the TIS worksheet not rolling correctly to the CGT worksheet.
* CGT worksheet: Incorrect calculation Pro Rata CGT discount for non- residents