Michaela Greene
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Articles
Recent activity by Michaela Greene-
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...
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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...