Michaela Greene
- Total activity 135
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 0
- Subscriptions 0
Articles
Recent activity by Michaela Greene-
PDF Attachment Errors on Tax Return Submissions
OverviewWhen attaching a PDF explanation or supporting document to a tax return submission in BrightTax, you may receive an error stating the PDF is incompatible, or an error referencing taxreturn...
-
Record Locks in BrightTax: Causes and Fixes
OverviewRecord locks in BrightTax prevent two users from editing the same client record or task at the same time. When a record is locked, other users will see a lock notification and will not be ...
-
Submitting an Individual Tax Return to HMRC
OverviewOnce an Individual Tax Return has been completed and checked, you can submit it directly to HMRC from within BrightTax. This article covers the full submission process, including pre-submi...
-
Entering SEIS and EIS Relief on an Individual Tax Return
OverviewThe Seed Enterprise Investment Scheme (SEIS) and Enterprise Investment Scheme (EIS) provide tax reliefs for clients who have invested in qualifying companies. In BrightTax, these are enter...
-
Reducing Payments on Account on an Individual Tax Return
OverviewPayments on account are advance payments towards a client's next tax year liability, due on 31 January and 31 July. By default, each payment is set at 50% of the current year's tax liabili...
-
Entering Dividends on an Individual Tax Return
OverviewUK dividend income is entered directly on the SA100 core return in BrightTax — it does not require a supplementary schedule. Foreign dividends are entered on SA106. This article explains w...
-
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...
-
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...
-
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...
-
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...