Michaela Greene
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Activity overview
Latest activity by Michaela Greene-
Michaela Greene created an article,
Connecting BrightBooks to BrightTax: Trial Balance Import and Journal Export
OverviewIf your clients keep their books in BrightBooks, you can import their trial balance straight into BrightTax Accounts Production and send your year-end journals back to BrightBooks. This re...
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Michaela Greene created an article,
Integrations Overview: Connecting BrightTax to Your Accounting Software
OverviewBrightTax 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 in...
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Michaela Greene created an article,
Submitting MTD ITSA Quarterly Updates
OverviewMaking Tax Digital for Income Tax Self Assessment (MTD ITSA) requires eligible self-employed individuals and landlords to submit quarterly updates of their income and expenses to HMRC, fol...
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Michaela Greene created an article,
Navigating the Client Record in BrightTax
OverviewThe client record in BrightTax is the central hub for all information held about a client — their contact details, addresses, filing history, associated tasks, and compliance information. T...
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Michaela Greene created an article,
Client Record Details and the Address Details Tab
OverviewIndividual and Organisation client records in BrightTax hold the same contact, administrative, tax and business details you record in BTC desktop. Each client also has an Address Details t...
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Michaela Greene created an article,
Creating Your First Client in BrightTax
OverviewEvery piece of work in BrightTax is linked to a client record. Before you can create a tax return, Year End Accounts, or any other task, you need to create the client first. BrightTax supp...
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Michaela Greene created an article,
Whats New 29th September 2026
Bright Software Group BrightTax United Kingdom — Partnership Tax Returns ...
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Michaela Greene created an article,
Whats new 11th September 2026
Bright Software Group BrightTax United Kingdom — Individual Tax Returns ...
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Michaela Greene created an article,
Whats new 8th September 2026
Bright Software Group BrightTax United Kingdom — Partnership Tax Returns ...
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Michaela Greene created an article,
Whats new 10th August 2026
Bright Software Group BrightTax United Kingdom — Individual Tax Returns ...