| Overview |
When printing a 2025/26 Partnership Tax Return in BrightTax, you can now include backing schedules in the same print. The backing schedules give a box-by-box breakdown supporting the partnership statement, trading pages, and supplementary pages — matching the schedules available in BTC Software and providing a complete printed record of the return.
| ✔ If you use the BrightAP partnership accounts link, you can now import your accounts from BrightAP and print the completed return with backing schedules — all within BrightTax, with no need to switch between systems. |
| What the Backing Schedules Include |
The backing schedules provide a box-by-box breakdown of the data behind each section of the Partnership Tax Return:
| Section | What the Backing Schedule Covers |
| Partnership Statement (SA800PS) | Box-by-box detail supporting the partnership statement — income, losses, and partner allocations |
| Trading and Professional Income (SA800TP) | Breakdown of trading income and professional income figures |
| UK Property (SA801) | Box-by-box detail for UK property income |
| Foreign Income (SA802) | Breakdown of foreign income entries |
| Non-Trading Income (SA803) | Detail supporting non-trading income figures |
| Other Income (SA804) | Box-by-box breakdown of other income sources |
| How to Print with Backing Schedules |
- Open the Partnership Tax Return in BrightTax for the 2025/26 tax year.
- Click the Print button in the toolbar.
- In the print options, tick Include Backing Schedules.
- Select your output destination — printer or PDF.
- Click Print. The output includes both the standard partnership return pages and the backing schedule pages.
| ✔ Tip: Backing schedules are opt-in — your standard print output is unchanged unless you tick Include Backing Schedules. The option is only available on 2025/26 Partnership Tax Returns. |
| Using with the BrightAP Partnership Link |
If you link your partnership accounts from BrightAP to the Partnership Tax Return (available for 2025/26), you can complete the full workflow within BrightTax:
- Link the partnership accounts from BrightAP — see Linking BrightAP Partnership Accounts to a Partnership Tax Return.
- Complete and review the Partnership Tax Return in BrightTax.
- Run Check and Calculate.
- Print the return with backing schedules included.
- Submit to HMRC from BrightTax.
| Frequently Asked Questions |
Q: Are backing schedules available for earlier Partnership Tax Returns?
A: No. Backing schedules are available for 2025/26 (PTR 2026) only.
Q: Will including backing schedules change my existing prints?
A: No. Backing schedules are opt-in. Unless you tick Include Backing Schedules in the print options, your print output is identical to before.
Q: Can I print backing schedules without submitting the return?
A: Yes. You can print at any point — backing schedules are a print option and are independent of the submission process.
Q: Do backing schedules need to be filed with HMRC?
A: No. Backing schedules are for your records and your client's records. Only the Partnership Tax Return itself is submitted to HMRC.
Q: Are partnership backing schedules the same as individual return backing schedules?
A: They follow the same principle — a box-by-box breakdown behind the summary figures — but the content reflects the partnership return pages (SA800PS, SA800TP, SA801–SA804) rather than the individual SA100 schedules.
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