Ross Cook

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Activity overview

Latest activity by Ross Cook
  • Ross Cook created an article,

    Rolling Forward Your File

    Rolling Forward Your FilesOnce you have completed your current years file, you may want to start prepare the following years file. On BrightWorkpapers, you are able to roll the current years templa...

  • Ross Cook created an article,

    BrightWorkpapers has a new look

     Your files, data, and workflows are completely unchanged — we’ve refreshed the visual design to align with the Bright family of products.Nothing functional has changed — everything works exactly a...

  • Ross Cook created an article,

    Migrate your login details to BrightID

    This guide explains how to set up and log in via BrightID.  1. From the BrightWorkpapers login page, select "Sign in with Bright". 2. Log in based on your situation: If you use other Bright product...

  • Ross Cook created an article,

    Setting up ATOSA connection

    ATOSA is an integration partner that provides secure access to Australian Taxation Office (ATO) data. By connecting your Bright Workpapers account to ATOSA, your firm can automatically retrieve tax...

  • Ross Cook created an article,

    Connecting clients to ATOSA

    Once your firm’s ATOSA integration is enabled (see “Setting Up ATOSA Connection”), the next step is to import and link your clients’ ATO taxpayer accounts. This allows Bright Workpapers to retrieve...

  • Ross Cook created an article,

    Confirm import of taxpayer data

    Confirm Import of Taxpayer DataBefore Bright Workpapers can retrieve ATO data for a client, the taxpayer’s data feed must be activated in ATOSA. This is a one-time step per taxpayer that authorises...