Connecting to HMRC & Companies House

• Setting Up Your Companies House Presenter Details in BrightTax
• Setting Up Your HMRC Filing Credentials in BrightTax
• Setting Up Your Company Information in BrightTax

Your BrightTax Account

• Using General Notes on BrightTax Returns

First-Time Setup

• Navigating the Client Record in BrightTax
• Importing Client Data into BrightTax
• Creating Your First Task in BrightTax
• Creating Your First Client in BrightTax
• Understanding the BrightTax Dashboard
• Getting Started: Your First 30 Days in BrightTax

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