System Dashboard

• System Dashboard
• Creating a client
• Creating a task

User Management

• How to create a new user in BrightTax
• Customise filing permissions in BrightTax
• Administrator Options when creating a user

Company Information

• How to find my Licence information in BrightTax
• Storing company bank details in BrightTax
• Company Information in BrightTax

Account Information

• How to delete record locks in BrightTax
• How to enter your Companies House presenter details for filing in BrightTax
• How to enter my HMRC filing credentials into BrightTax