| Overview |
Partnership accounts prepared in BrightAP can now be linked directly to Partnership Tax Returns in BrightTax for the 2025/26 tax year. This brings the same workflow that already exists for individual returns — where sole trader accounts flow from BrightAP into the SA103 — to partnership returns, eliminating the need to re-enter partnership financial data between the two systems.
| ✔ This feature is available for 2025/26 Partnership Tax Returns. The same BrightAP integration workflow already exists for Individual Tax Returns — this update extends it to partnerships. |
| Before You Begin |
- You must have active subscriptions to both BrightAP and BrightTax.
- The partnership must exist as a client in both BrightAP and BrightTax.
- The partnership accounts must be prepared in BrightAP before linking to the PTR.
- This feature is available for the 2025/26 tax year (PTR 2026) only.
| How to Link BrightAP Partnership Accounts to a PTR |
- Open the Partnership Tax Return in BrightTax for the relevant client and the 2025/26 tax year.
- In the centre of the main page you will see Partnership Business and Investment Income section, to the right of the header you will see the create button. This will then show you the supplementary pages and you will then see the trade pages appear, open these.
- Once the trade pages are opened (SA800TP) you will see the option to link to accounts in the bottom right hand corner of the page. Click this.
- A dropdown list of your linked BrightAP partnership accounts will appear — select the account that corresponds to this partnership.
- BrightTax pulls the account data from BrightAP automatically.
- Review the imported figures and continue with the Partnership Tax Return as normal.
| ✔ Tip: If the partnership account you need does not appear in the dropdown, check that it exists and is accessible in BrightAP. There is no limit on the number of accounts that can be linked. |
| How This Compares to the Individual Tax Return BrightAP Link |
| BrightAP → ITR | BrightAP → PTR | |
| Return type | Individual Tax Return (SA103) | Partnership Tax Return (SA800TP) |
| Tax year | 2025/26 | 2025/26 |
| How data flows | Pull — BrightTax fetches from BrightAP | Pull — BrightTax fetches from BrightAP |
| Selection | Choose BrightAP entity from dropdown | Choose BrightAP partnership account from dropdown |
| Where to find it | SA103 Self-Employment section | Partnership trade (SA800TP) section of the PTR |
| Frequently Asked Questions |
Q: Is this available for partnership returns from earlier tax years?
A: No. The BrightAP link for Partnership Tax Returns is available for 2025/26 (PTR 2026) only. For earlier years, enter the partnership figures manually.
Q: Can I link the same BrightAP account to multiple partnership returns?
A: Each PTR links to one BrightAP partnership account. If you have multiple partnerships in BrightAP, each will appear separately in the dropdown.
Q: What happens if BrightAP is unavailable when I try to link?
A: BrightTax will display an error if it cannot reach BrightAP. Try again once BrightAP is accessible. Any data already entered on the return manually is not affected.
Q: Does this replace the need to enter the partnership accounts manually?
A: Yes — once linked, the financial data flows from BrightAP into the PTR automatically. You do not need to re-enter figures that are already in BrightAP.
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