Once partners have been linked to a Partnership Tax Return in BrightTax, you need to set each partner's share percentage and allocate the partnership income accordingly. BrightTax allows you to set shares manually, equalise them automatically, and then allocate the partnership income pools based on those percentages.

• Each partner must already exist as an Individual client in BrightTax.
• Partnership income must be entered on the SA800 before you allocate it to partners.
• You must be in Edit mode to make changes — use the toggle in the bottom-left corner.

1. Open the Partnership Tax Return and go to the Summary tab.
2. Click Partnership Details from the left-hand menu.
3. Navigate to the Partners tab.
4. Click Add Partner and search for each partner by name.
5. Select the partner from the results and click Save.
6. Repeat for each partner in the partnership.

Once partners are linked, you can set the profit share percentage for each partner manually:

1. In the Partners tab, locate each partner's record.
2. Enter the share percentage for each partner in the relevant field.
3. Ensure the total across all partners adds up to 100%.
4. Click Save.

If partners share income equally, use the Equalise Partners Shares function rather than entering percentages manually:

1. Open the SA800 in BrightTax.
2. Navigate to the Partners tab from the left-hand menu.
3. Click the Equalise Partners Shares button (shown in blue).
4. Select which income pools you want to equalise across the partners.
5. BrightTax will distribute the selected income equally across all linked partners.
6. Click Save to confirm.

After setting share percentages, allocate the partnership income to each partner:

1. In the Partners tab, click the Allocate Partners Income button.
2. Select the income pools you want to allocate.
3. A confirmation message will appear advising that income will be allocated based on the share percentages set.
4. Click Allocate to proceed.
5. BrightTax will split the income according to each partner's percentage and populate the partner statements.

The Equalise Partners Shares button is not appearing

• Ensure the SA800 is open and you are on the Partners tab. The equalise button is only available from within the SA800, not from the Summary tab.
• Confirm you are in Edit mode — the button is not available in read-only mode.

The partner percentages do not add up to 100%

• BrightTax will flag this during Check and Calculate. Return to the Partners tab and adjust the percentages so they total exactly 100% before proceeding.

Q: Can partners have different shares of different income types?

A: Yes. BrightTax allows different allocation percentages for different income pools — for example, one partner may receive a higher share of trading income while another receives more property income. Set these manually rather than using the equalise function.

Q: What happens to the allocated income — does it flow to the partners' ITRs?

A: The allocated income populates the partner statements within the PTR. Partners then need to report their allocated income on their own Individual Tax Returns. The partner statement figures can be referenced when completing each partner's ITR.

Q: Can I change the allocation after I have already run Check and Calculate?

A: Yes. Update the shares or re-run the allocation, then run Check and Calculate again to update the calculations.