Michaela Greene
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Articles
Recent activity by Michaela Greene-
Edit Mode and Read-Only Mode on BrightTax Returns
OverviewAll BrightTax returns open in read-only mode by default. To make changes to a return — entering figures, adding schedules, or adding notes — you must switch to Edit mode. This protects dat...
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SA100 Detailed Breakdown: Entering Line-by-Line Income Detail
OverviewBrightTax supports detailed breakdown entry on SA100 income boxes — allowing you to record line-by-line detail behind a summary figure, just as you would on the paper return. This release ...
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Using General Notes on BrightTax Returns
OverviewAll BrightTax return types now include a General Notes field. Use this field to record internal information against a return — handover notes between team members, client-specific instruct...
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Importing Self-Employment Accounts into BrightTax Using SNF Data
OverviewBrightTax can import self-employment accounts data directly from your accounting software into the self-employment section of an Individual Tax Return. The import reads SNF (Simple Name Fo...
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VT SNF Final Accounts Import
BrightTax | Release Notes VT SNF Final Accounts Import Now Available in BrightTax Individual Tax Returns Released: 1 July 2026 You can now import final accounts directly from VT accounting soft...
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Importing VT Final Accounts into BrightTax Using an SNF File
OverviewBrightTax now supports importing final accounts directly from VT accounting software into the self-employment section of an Individual Tax Return. If you prepare your clients' accounts in V...
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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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Finding a Specific Cell in Year End Accounts Using Toggle Headers
OverviewThe Year End Accounts workspace in BrightTax uses a spreadsheet-style grid. By default, the column and row headers (such as A, B, C and 1, 2, 3) are hidden to give a clean accounts view. I...
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Entering Tax Already Paid and Payments on Account on an Individual Tax Return
OverviewThe SA100 tax return includes several fields for recording tax that has already been paid or deducted during the year. Completing these correctly ensures the tax calculation produces the c...
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Agent Details on a BrightTax Tax Return: Where to Find and Complete Them
OverviewThe Agent Details section of a tax return captures information about the agent or practice submitting the return on the client's behalf. In BrightTax, agent details are populated from your...