| Overview |
BrightTax includes a range of reports to help you manage your client workload, track submission statuses, review financial data, and meet MTD compliance requirements. Reports are accessed from the Reports menu in the left-hand navigation.
| Available Reports |
| Report | Access From | What It Shows |
|---|---|---|
| MTD Qualifying Income | Reports > MTD Qualifying Income | Each client's qualifying income, mandation date, and exemption reason — used to identify clients affected by MTD for ITSA |
| Corporation Tax Return Status | Reports > CTR Status | All CT returns across your client base, filtered by status — useful for workload management and submission tracking |
| Individual Tax Return Status | Reports > ITR Status | All ITRs across your client base, filtered by status — useful for Self Assessment workload management |
| Detailed Trial Balance | Print menu within a Year End Accounts task | Full trial balance for a specific YEA task — used to compare balances across periods |
| Task List | Dashboard > Task List | All active and completed tasks across all clients — the primary workload view |
| Accessing Reports |
- From the main navigation in BrightTax, click Reports in the left-hand menu.
- Select the report you want to run from the list.
- Apply any relevant filters — tax year, client assignment, status, and include/exclude completed items.
- Click Run Report or Apply Filters to generate the results.
| ✔ Tip: Most reports in BrightTax support exporting results by copying and pasting the data into Excel. Highlight the rows you want to export, copy, and paste into a spreadsheet for further analysis or reporting. |
| Which Report Should I Use? |
| I want to... | Use this report |
|---|---|
| See which clients are affected by MTD for ITSA | MTD Qualifying Income Report |
| Track CT return submission statuses across all clients | Corporation Tax Return Status Report |
| Track ITR submission statuses across all clients | Individual Tax Return Status Report |
| Compare trial balance figures between two periods | Detailed Trial Balance (from within a YEA task) |
| See all active tasks and their current status | Task List on the Dashboard |
| See completed tasks that are hidden by default | Task List — tick Show Completed Tasks |
| Frequently Asked Questions |
Q: Can I schedule reports to run automatically?
A: Automatic report scheduling is not currently available in BrightTax. Reports must be run manually from the Reports menu.
Q: Can I export reports to Excel?
A: BrightTax does not currently offer a direct Export to Excel button on most reports. However, you can highlight the report data, copy it, and paste it into Excel. The data pastes in a structured format suitable for further analysis.
Q: Are reports real-time?
A: Yes. All reports in BrightTax reflect the current state of your data at the time they are run. There is no delay or scheduled refresh.
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