Michaela Greene
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Articles
Recent activity by Michaela Greene-
Setting Up Your Companies House Presenter Details in BrightTax
OverviewYour Companies House presenter details must be entered in BrightTax before you can submit Year End Accounts to Companies House. These details identify your practice as an authorised presen...
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Setting Up Your HMRC Filing Credentials in BrightTax
OverviewYour HMRC filing credentials must be entered in BrightTax before you can submit any returns to HMRC — including Individual Tax Returns, Corporation Tax returns, and Partnership Tax Returns...
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Setting Up Your Company Information in BrightTax
OverviewBefore creating clients or filing any returns, you need to set up your practice information in BrightTax. This includes your practice name and address, contact details, bank details for cl...
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Understanding the BrightTax Dashboard
OverviewThe Dashboard is the first screen you see every time you log in to BrightTax. It is your central hub for viewing and managing all tasks across your client list, creating new work, and acce...
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Getting Started: Your First 30 Days in BrightTax
OverviewThis guide walks you through everything you need to do to get BrightTax set up and working for your practice. Follow the steps in order — each one builds on the last. Most firms are fully ...
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Welcome to BrightTax
What is BrightTax?BrightTax is a cloud-based tax and accounts production platform for accountants and tax professionals. It allows you to prepare and submit Individual Tax Returns, Corporation Tax...
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How to Use Two-Factor Authentication (2FA) in BrightHub
OverviewTwo-factor authentication (2FA) adds a second layer of security to your BrightHub login. In addition to your email and password, you will be asked to verify your identity using a code. 2FA...
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Subscriptions and Licences Overview
OverviewThis article explains how subscriptions and licences work in BrightHub, including how to start a subscription, what user licences are, how credits work, and how to manage your billing. Sub...
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Deleting an Organisation in BrightHub
OverviewIf you manage multiple organisations in BrightHub — for example, separate practices — you can delete an organisation you no longer need. This is a permanent action and cannot be undone. ✖ ...
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Updating Your Business Details in BrightHub
OverviewThe Profile section of BrightHub holds your organisation's key business information. Keeping these details up to date ensures your invoices, correspondence, and billing notifications are a...