Ross Cook
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Articles
Recent activity by Ross Cook-
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...
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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...
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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...
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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...
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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...
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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...