Michaela Greene
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Articles
Recent activity by Michaela Greene-
Importing VT Final Accounts into BrightTax Using an SNF File
OverviewBrightTax now supports importing final accounts directly from VT accounting software into the self-employment section of an Individual Tax Return. If you prepare your clients' accounts in V...
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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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Finding a Specific Cell in Year End Accounts Using Toggle Headers
OverviewThe Year End Accounts workspace in BrightTax uses a spreadsheet-style grid. By default, the column and row headers (such as A, B, C and 1, 2, 3) are hidden to give a clean accounts view. I...
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Entering Tax Already Paid and Payments on Account on an Individual Tax Return
OverviewThe SA100 tax return includes several fields for recording tax that has already been paid or deducted during the year. Completing these correctly ensures the tax calculation produces the c...
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Agent Details on a BrightTax Tax Return: Where to Find and Complete Them
OverviewThe Agent Details section of a tax return captures information about the agent or practice submitting the return on the client's behalf. In BrightTax, agent details are populated from your...
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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. ✔...