Michaela Greene
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Articles
Recent activity by Michaela Greene-
Trial Balance Variance Report
OverviewBrightTax allows you to print a Detailed Trial Balance report from within any Year End Accounts task. By running this report for both the current year and prior year tasks, you can compare...
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Individual Tax Return Status Report
OverviewThe Individual Tax Return Status Report provides a complete view of all ITRs across your client base, showing their current status. It is the primary tool for managing Self Assessment work...
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BrightTax Reports Overview: What's Available and When to Use Each
OverviewBrightTax includes a range of reports to help you manage your client workload, track submission statuses, review financial data, and meet MTD compliance requirements. Reports are accessed ...
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BrightTax Reports Overview: What's Available and When to Use Each
OverviewBrightTax includes a range of reports to help you manage your client workload, track submission statuses, review financial data, and meet MTD compliance requirements. Reports are accessed ...
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MTD Client Communication: What to Tell Your Clients
OverviewMany clients will not be aware of MTD for Income Tax or what it requires of them. Clear, timely communication from your firm helps clients understand what is changing, what they need to do...
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MTD for Income Tax: Frequently Asked Questions
OverviewThis article answers the most common questions about Making Tax Digital for Income Tax Self Assessment (MTD for ITSA) — both from a client perspective and from a practice perspective. For ...
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MTD Exemptions: Types, Eligibility, and How to Record Them
OverviewNot all clients who meet the qualifying income threshold will be required to file under MTD for Income Tax. HMRC provides a number of exemption categories for clients who genuinely cannot ...
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Preparing Your Clients for MTD: A Firm's Action Plan
OverviewWith MTD for Income Tax now mandatory for clients with qualifying income of £50,000 or more, and the April 2027 threshold approaching for clients above £30,000, firms need a structured app...
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MTD for Income Tax Timelines and Thresholds
OverviewMTD for Income Tax Self Assessment (MTD for ITSA) is being introduced in phases, with different mandation dates applying depending on the level of a client's qualifying income. This articl...
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Understanding MTD for Income Tax: What It Is and Who It Affects
OverviewMaking Tax Digital for Income Tax Self Assessment (MTD for ITSA) is HMRC's programme to modernise how self-employed individuals and landlords report their income. Under MTD for ITSA, affec...