Once a Partnership Tax Return has been completed and all partner allocations confirmed, you can submit it directly to HMRC from BrightTax. Partnership Tax Returns are submitted using your Corporation Tax filing credentials — not your Self Assessment credentials.

• All SA800 pages must be completed and saved.
• Partner shares must be set and income allocated across all partners.
• Check and Calculate must have been run with no outstanding errors.
• Your Corporation Tax HMRC filing credentials must be configured in System Settings > Account Information > HMRC Filing Details.
• The partnership's UTR must be recorded on the client record.

1. Open the PTR and confirm it is in Edit mode.
2. Run Check and Calculate from the bottom toolbar. Resolve any errors before proceeding.
3. Review the partner statements to confirm allocations are correct.
4. Complete the Declaration section on the SA800 if not already done.
5. Click Submit to HMRC from the bottom toolbar.
6. The submission window opens. Review the summary details — partnership UTR, tax year, and partner count.
7. Click Submit to transmit the return to HMRC.
8. A confirmation message will appear with the HMRC submission reference number.
9. The submission is recorded in the Submission History tab.

If a PTR has already been submitted and needs to be corrected:

1. Make the required corrections to the return.
2. Re-run Check and Calculate.
3. Click the three-dot menu (⋯) on the bottom toolbar.
4. Select Submit Amended.
5. Confirm and click Submit.

The Submit to HMRC button is not available

• Confirm your Corporation Tax HMRC filing credentials are entered in System Settings.
• Check that Check and Calculate has been run with no outstanding errors.
• Ensure you are in Edit mode.

HMRC is rejecting the submission

• Review the rejection reason shown in the submission response — HMRC provides a specific error code and description.
• Common causes: incorrect UTR, missing Declaration section, partner allocation errors.
• Correct the identified issue, re-run Check and Calculate, and resubmit.

The submission is failing with an authentication error

• Confirm you are using Corporation Tax credentials, not Self Assessment credentials. Partnership submissions always use CT credentials.
• Check that the CT credentials in System Settings are correct and have not recently changed.

Q: Why does submitting a PTR use CT credentials and not SA credentials?

A: HMRC requires partnership returns to be filed under the corporation tax gateway rather than the self assessment gateway. This is an HMRC requirement, not a BrightTax configuration.

Q: Do individual partners need to do anything after the PTR is submitted?

A: Yes. Each partner must report their allocated share of partnership income on their own Individual Tax Return. Use the partner statements from the PTR as the source figures for each partner's SA104 supplementary schedule.

Q: Can I submit the PTR before all partners have filed their ITRs?

A: Yes. The Partnership Tax Return is an independent submission. The deadline for the PTR is 31 January following the tax year end, regardless of when individual partners file their ITRs.