Michaela Greene
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Articles
Recent activity by Michaela Greene-
FreeAgent Journal Export Errors: Supported and Unsupported Nominal Codes
OverviewWhen exporting journal adjustments from BrightTax to FreeAgent, some entries may fail to export if they use nominal codes that are not configured in FreeAgent or are not supported by the F...
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Integrations Overview: Connecting BrightTax to Your Accounting Software
OverviewBrightTax integrates with a range of accounting software platforms to eliminate double-entry between your bookkeeping records and your tax and accounts work. This article explains which in...
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Accounts Production Troubleshooting: Common Issues
OverviewThis article covers the most common issues encountered when working with Year End Accounts in BrightTax Accounts Production, with step-by-step fixes for each. Prior Period Column Showing a...
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Rounding, Figures, and the Trial Balance in BrightTax
OverviewBrightTax automatically rounds trial balance figures to the nearest pound when producing accounts. This article explains how rounding works, where to see rounded figures, and how to handle...
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Submitting Accounts to Companies House
OverviewOnce Year End Accounts have been completed, reviewed, and iXBRL files generated, you can submit them directly to Companies House from within BrightTax. This article covers the submission s...
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Collapsing Notes and Generating iXBRL Files
OverviewOnce Year End Accounts data has been entered and reviewed, the final preparation step is to run Check Accounts & Generate iXBRL Files. This process validates the accounts, collapses empty ...
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Notes to the Accounts: What Can and Cannot Be Edited
OverviewThe Notes to the Accounts and accounting policies in BrightTax Year End Accounts are largely fixed — they cannot be freely edited, reordered, or have their standard text changed. However, ...
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Journals in Year End Accounts
OverviewJournals in BrightTax Year End Accounts allow you to post adjusting entries using debits and credits directly within the accounts. Journals are used where an adjustment is needed that cann...
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Working with the Extended Trial Balance
OverviewThe Extended Trial Balance (ETB) is the central data entry screen for Year End Accounts in BrightTax. All financial figures flow from the ETB into the financial statements — the profit and...
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Accounts Production Templates: Which One Do I Need?
OverviewWhen creating a Year End Accounts task in BrightTax, you must assign an Accounts Production template before you can open and complete the accounts. The template determines the accounting s...