Michaela Greene
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Articles
Recent activity by Michaela Greene-
Capital Allowances in Self-Employment (SA103)
OverviewCapital allowances for sole trader clients are claimed via the SA103F (Self-Employment Full) supplementary schedule in BrightTax. The capital allowances calculator is built into the schedu...
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Rolling Forward an ITR from a Previous Year
OverviewWhen you create a new Individual Tax Return for a client who already has an ITR from the previous tax year, BrightTax offers the option to roll forward the data. This copies the prior year...
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Subschedules Overview: Which SA Pages Do I Need?
OverviewIndividual Tax Returns in BrightTax are built from a core SA100 return plus supplementary schedules that cover specific income types. This article explains which schedule to use for each t...
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Understanding the SA110: Tax Calculation Summary
OverviewThe SA110 tab in BrightTax shows the tax calculation for the Individual Tax Return — the computed liability, payments on account, and balancing payment. Most fields on this page are calcul...
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Understanding the SA100: Core Tax Return Pages
OverviewThe SA100 tab in BrightTax contains the core pages of the Self Assessment tax return — the pages that apply to most taxpayers regardless of their income sources. Supplementary schedules (S...
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Navigating an Individual Tax Return
OverviewOnce you have created and opened an Individual Tax Return (ITR) in BrightTax, this article explains how to navigate its structure — the tabs, the left-hand menu, the supplementary pages, a...
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Creating and Opening an Individual Tax Return
OverviewAn Individual Tax Return (ITR) in BrightTax is the task used to prepare and submit a Self Assessment return to HMRC. Each tax year requires a separate ITR task. This article covers how to ...
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Importing Client Data into BrightTax
OverviewIf you are new to BrightTax and have an existing client base in another system — such as BTC desktop, IRIS, or another practice management tool — you can import your client static data in ...
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Creating Your First Task in BrightTax
OverviewA task in BrightTax represents a specific piece of work for a client — for example, an Individual Tax Return for the 2024/25 tax year, or a Corporation Tax return for an accounting period....
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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...