Michaela Greene
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Articles
Recent activity by Michaela Greene-
Customising Filing Permissions for Users in BrightTax
OverviewBrightTax allows you to control which return types each user can submit to HMRC or Companies House. Filing permissions are configured per user in System Settings and determine whether a us...
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Creating and Managing Users in BrightTax
OverviewUser accounts in BrightTax are managed from the Users section of System Settings. This is separate from BrightHub — BrightHub controls who has access to the BrightTax product, while Bright...
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System Management Overview: A Guide to System Settings
OverviewSystem Settings in BrightTax is the administrative hub of the platform — accessed via the cog icon in the top-right corner of the screen. From here, administrators can manage users, config...
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Showing and Filtering Completed Tasks in BrightTax
OverviewBy default, the BrightTax Task List shows only active tasks — completed and submitted tasks are hidden to keep the view focused on work in progress. This article explains how to show compl...
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Scheduling and Managing Data Backups in BrightTax
OverviewBrightTax is a cloud-based platform hosted and maintained by Bright. Your data is stored securely in the cloud and is backed up automatically by Bright's infrastructure. However, BrightTax...
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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...