BrightTax and BrightAP integrate to support a complete, bidirectional company accounts and Corporation Tax workflow. You can send company accounts data from BrightAP directly into a Corporation Tax return in BrightTax, complete the CT calculations, and then send the final tax figures back to BrightAP — keeping both systems in sync throughout.

This integration eliminates double-entry of financial data and creates a clear audit trail across both platforms.

• The company must exist in both BrightAP and BrightTax.
• The company accounts must be prepared in BrightAP for the relevant accounting period.
• You must have access to both BrightAP and BrightTax under your user account.
• No software installation or manual update is required — both products are cloud-based and always running the latest version.

1. In BrightAP, open the company accounts for the relevant accounting period and prepare them as normal.
2. Once the accounts are ready to progress to Corporation Tax, click Send to BrightTax.
3. BrightTax will create a new Corporation Tax return for that client and automatically populate it with the relevant financial figures from the accounts.
4. Switch to BrightTax and open the newly created CT return. You will find the accounts figures already populated.

1. Open the CT return in BrightTax and switch to Edit mode.
2. Review the imported figures and make any required Corporation Tax adjustments — capital allowances, disallowable expenditure, R&D claims, and so on.
3. Run the CT calculations using the Check and Calculate function.
4. Review the CT600 and any supplementary pages (CT600L, CT600E, etc.) for accuracy.
5. Complete the iXBRL tagging and finalise the return ready for submission.

1. Once the CT return is finalised in BrightTax, use the Send back to BrightAP option within the CT return.
2. BrightTax will send the final Corporation Tax calculations back to BrightAP, updating the original accounts with the tax figures.
3. Both systems will now reflect the same data, creating a complete audit trail from accounts preparation through to CT completion.

The Send to BrightTax button is not appearing in BrightAP

• Check that BrightTax integration is enabled for your BrightAP account. Contact support if the button is not visible.
• Ensure the company exists in BrightTax as well as BrightAP — the integration requires the client to be present in both systems.

The CT return has been created in BrightTax but the figures look incorrect

• Return to BrightAP and check the accounts figures for the relevant period. The CT return is populated from the accounts data at the point of transfer.
• If accounts figures have been updated in BrightAP after the initial transfer, you may need to re-send to BrightTax to refresh the CT return.

Send back to BrightAP is not working

• Confirm that the CT return in BrightTax has been fully calculated — the send-back option may not be available until Check and Calculate has been completed.
• Check your BrightAP connection is still active. If the connection has timed out, reconnect and retry.

Q: Is the data transfer automatic or do I need to trigger it manually?

A: Both the initial send from BrightAP and the send-back from BrightTax are triggered manually. This gives you full control over when data moves between the two systems.

Q: Can I edit the figures in BrightTax after they have been imported from BrightAP?

A: Yes. The imported figures are a starting point for your CT work. You can make all required CT adjustments directly in BrightTax. Changes made in BrightTax do not automatically update BrightAP until you use the Send back to BrightAP function.

Q: What happens if I send to BrightTax more than once for the same period?

A: Re-sending will create a new CT return or update the existing one with the latest accounts data. Any CT-specific adjustments already made in BrightTax may be overwritten — exercise caution if significant work has already been completed on the CT return.

Q: Does this integration support multi-period or group companies?

A: The integration currently supports standard single-period company accounts. For complex group structures or multi-period scenarios, contact support for guidance.