Michaela Greene
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Articles
Recent activity by Michaela Greene-
Notes to the Accounts: What Can and Cannot Be Edited
OverviewThe Notes to the Accounts and accounting policies in BrightTax Year End Accounts are largely fixed — they cannot be freely edited, reordered, or have their standard text changed. However, ...
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Journals in Year End Accounts
OverviewJournals in BrightTax Year End Accounts allow you to post adjusting entries using debits and credits directly within the accounts. Journals are used where an adjustment is needed that cann...
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Working with the Extended Trial Balance
OverviewThe Extended Trial Balance (ETB) is the central data entry screen for Year End Accounts in BrightTax. All financial figures flow from the ETB into the financial statements — the profit and...
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Accounts Production Templates: Which One Do I Need?
OverviewWhen creating a Year End Accounts task in BrightTax, you must assign an Accounts Production template before you can open and complete the accounts. The template determines the accounting s...
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Accounts Production in BrightTax: Overview
OverviewBrightTax Accounts Production allows you to prepare statutory Year End Accounts for companies, LLPs, partnerships, and sole traders, producing iXBRL-tagged output for submission to Compani...
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VAT Troubleshooting: Common Errors and Fixes
OverviewThis article covers the most common errors and issues encountered when working with VAT in BrightTax, with step-by-step fixes for each. For the 'Unable to Return Obligation Data' error spe...
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VAT — Unable to Return Obligation Data
OverviewThe 'Unable to Return Obligation Data' error in BrightTax means that HMRC has not authorised your access to the client's VAT data. This is one of the most common VAT setup issues and has s...
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Importing VAT Data Using a CSV File
OverviewIf you prepare VAT figures outside BrightTax — for example, in a separate bookkeeping system or spreadsheet — you can import them into an open obligation using a CSV file. This populates a...
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Installing the MTD VAT Excel Add-In
OverviewThe BrightTax MTD VAT Excel Add-In allows you to prepare a VAT return in Microsoft Excel and submit the figures directly to BrightTax for MTD submission to HMRC. This is particularly usefu...
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Submitting a VAT Return to HMRC
OverviewOnce a VAT return has been completed and the figures confirmed, you can submit it directly to HMRC from BrightTax via the MTD VAT API. This article covers the submission steps, what confir...