| Overview |
BrightTax integrates with a range of accounting software platforms to eliminate double-entry between your bookkeeping records and your tax and accounts work. This article explains which integrations are available, what each one does, and how to choose the right one for your workflow.
| Available Integrations |
| Integration | Direction | What It Does | Best For |
| BrightBooks | Two-way | Import trial balance from BrightBooks into Accounts Production; send journals back to BrightBooks | Firms whose clients use BrightBooks |
| FreeAgent | Two-way | Import trial balance from FreeAgent into Accounts Production; send journal adjustments back | Firms whose clients use FreeAgent |
| BrightAP | Two-way | Import sole trader accounts into ITR; import partnership accounts into PTR; send company accounts to CT and CT figures back | Firms using both BrightAP and BrightTax |
| Xero | One-way | Import trial balance from Xero into Accounts Production | Firms whose clients use Xero |
| QuickBooks | One-way | Import trial balance from QuickBooks into Accounts Production | Firms whose clients use QuickBooks |
| Sage | One-way | Import trial balance from Sage into Accounts Production | Firms whose clients use Sage |
| Bookkeeping Integrations (BrightBooks, FreeAgent, Xero, QuickBooks, Sage) |
These integrations connect BrightTax Accounts Production to your client's bookkeeping software. The core workflow is:
- Connect BrightTax to the client's bookkeeping software.
- Import the trial balance into the BrightTax Year End Accounts task.
- Complete the accounts and make any adjusting journals in BrightTax.
- For BrightBooks and FreeAgent — send the completed journals back to the bookkeeping software.
| BrightAP Integration |
The BrightAP integration has three workflows depending on client type:
- Sole trader — import sole trader accounts from BrightAP into the Self-Employment section of an Individual Tax Return.
- Partnership — link BrightAP partnership accounts to a 2025/26 Partnership Tax Return.
- Company — send company accounts from BrightAP to create and populate a Corporation Tax return, then send the CT figures back to BrightAP.
| Which Integration Should I Use? |
| If your client uses... | Use this integration |
| BrightBooks | BrightBooks integration |
| FreeAgent | FreeAgent integration |
| Xero | Xero integration |
| QuickBooks | QuickBooks integration |
| Sage | Sage integration |
| BrightAP (sole trader) | BrightAP sole trader import |
| BrightAP (partnership) | BrightAP partnership accounts link |
| BrightAP (limited company) | BrightAP company accounts to CT |
| None of the above / spreadsheets | Manual entry or CSV import in Accounts Production |
| What the Integrations Don't Do |
- They do not sync data in real time — all data transfers are triggered manually.
- They do not replace your bookkeeping software — BrightTax does not have a nominal ledger or bank reconciliation module.
- They do not guarantee figure-perfect imports from all sources — always review imported figures before proceeding.
| Frequently Asked Questions |
Q: Do I need to pay extra for the integrations?
A: The integrations are included in your BrightTax subscription. You need an active subscription to the bookkeeping software you are connecting to.
Q: Can I use more than one integration across different clients?
A: Yes. You can use different integrations for different clients — for example, BrightBooks for some clients and Xero for others. The integration is set at the client and task level, not the practice level.
Q: What if my client uses software not listed here?
A: Export a trial balance from the software in CSV or Excel format and enter the figures in BrightTax Accounts Production.
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