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    Please note we will only answer queries about Aro Assistant and do not give advice on compliance or tax matters.

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    GENERAL HELP

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    Quick Start Guide

    ​Starting a Job

    Concluding a Job and Rollover

    Sending a Client Survey

    Editing a Document

    Adding & Editing Contacts

    Customise a Template/Workpaper
    Known Issues

    Partner Review and Follow Ups

    Adding a User

    Account settings - logo, details and security

    Forgot Password
    Exporting a File

    Active Jobs vs Archived Jobs

    Changing Plans

    How to sign up

    Watch: Video Library

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    GUIDES FOR TECHNICAL TEMPLATES

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    Compliance with the Privacy Act 2020

    Trust Initial Compliance Review

    Common Reporting Standards (CRS)

    Tax on Sale of Property

    Residential Rental Interest Deductibility

    Solvency
    Tax on Cryptocurrency coming soon

     

    GUIDES FOR ROUTINE TEMPLATES

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    Set up Employee / Contractor in Payroll

    Annual Company Administration

    Forming a Company 

    Removing a Company from the Register

    AML - Customer Due Diligence 

    Residential Rental Property

    End of Year Data Collection

    Trust Annual Administration

    Home Office Costs

    Change a Company Name

    Using Calculators

    Share Transfers

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