Michaela Greene
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Articles
Recent activity by Michaela Greene-
Marking a Company as Ceased Trading in BrightTax
OverviewWhen a company stops trading, BrightTax needs to reflect this in both the Corporation Tax return and the client record. This article explains where to enter the cessation date on the CT re...
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Accounts Production in BrightTax: Supported Entity Types and Account Formats
OverviewBrightTax Accounts Production supports the preparation of statutory accounts for a defined range of entity types and accounting standards. This article explains which entity types and acco...
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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, filing history, associated tasks, and compliance information. This article...
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May 2026 Release
This release introduces two significant new features — the MTD Qualifying Income Report and Corporation Tax 2026 support — alongside a number of reliability improvements across the platform. Here i...
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System Settings Reference: Where to Find Everything in BrightTax
OverviewThis reference article maps every setting in BrightTax System Settings to its location and purpose. Use it when you know what you need to do but cannot remember exactly where to find it. ✔...
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Customising Filing Permissions for Users in BrightTax
OverviewBrightTax allows you to control which return types each user can submit to HMRC or Companies House. Filing permissions are configured per user in System Settings and determine whether a us...
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Creating and Managing Users in BrightTax
OverviewUser accounts in BrightTax are managed from the Users section of System Settings. This is separate from BrightHub — BrightHub controls who has access to the BrightTax product, while Bright...
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System Management Overview: A Guide to System Settings
OverviewSystem Settings in BrightTax is the administrative hub of the platform — accessed via the cog icon in the top-right corner of the screen. From here, administrators can manage users, config...
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Showing and Filtering Completed Tasks in BrightTax
OverviewBy default, the BrightTax Task List shows only active tasks — completed and submitted tasks are hidden to keep the view focused on work in progress. This article explains how to show compl...
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Scheduling and Managing Data Backups in BrightTax
OverviewBrightTax is a cloud-based platform hosted and maintained by Bright. Your data is stored securely in the cloud and is backed up automatically by Bright's infrastructure. However, BrightTax...