Michaela Greene
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Articles
Recent activity by Michaela Greene-
Connecting BrightBooks to BrightTax: Trial Balance Import and Journal Export
OverviewIf your clients keep their books in BrightBooks, you can import their trial balance straight into BrightTax Accounts Production and send your year-end journals back to BrightBooks. This re...
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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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Submitting MTD ITSA Quarterly Updates
OverviewMaking Tax Digital for Income Tax Self Assessment (MTD ITSA) requires eligible self-employed individuals and landlords to submit quarterly updates of their income and expenses to HMRC, fol...
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Navigating the Client Record in BrightTax
OverviewThe client record in BrightTax is the central hub for all information held about a client — their contact details, addresses, filing history, associated tasks, and compliance information. T...
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Client Record Details and the Address Details Tab
OverviewIndividual and Organisation client records in BrightTax hold the same contact, administrative, tax and business details you record in BTC desktop. Each client also has an Address Details t...