Michaela Greene
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Articles
Recent activity by Michaela Greene-
Importing Sole Trader Accounts from BrightAP into BrightTax
OverviewIf your firm uses both BrightAP and BrightTax, you can import sole trader accounts data directly from BrightAP into the self-employment section of an Individual Tax Return (ITR) in BrightT...
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Setting Up the Sage Integration in BrightTax
OverviewBrightTax integrates with Sage to allow you to import trial balance data from a client's Sage account directly into BrightTax Accounts Production. This removes the need to manually re-ente...
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Setting Up the QuickBooks Integration in BrightTax
OverviewBrightTax integrates with QuickBooks Online to allow you to import trial balance data from a client's QuickBooks account directly into BrightTax Accounts Production. This removes the need ...
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Setting Up the Xero Integration in BrightTax
OverviewBrightTax integrates with Xero to allow you to import trial balance data from a client's Xero account directly into BrightTax Accounts Production. This eliminates manual re-entry of bookke...
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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 ...