NOTE: You are viewing documentation for a previous tax year version of BrightPay. Click here to view the documentation for the current 2024/25 tax year version.

Starting the new tax year - FAQs

To assist users in transitioning to tax year 2023-24, we have compiled a list of frequently asked questions below.


a) Is it ok to import my data into 2023-24 BrightPay before my payroll is finished for the 2022-23 tax year?

  • We advise waiting until your payroll is fully completed for the current tax year before importing into the new tax year version. This will ensure the most accurate and up-to-date information is being imported from the previous tax year.



b) Why is 2023-24 BrightPay downloading as a 60-day free trial - I have already purchased a licence?


  • BrightPay will initially download as a 60-day free trial (with full functionality). On purchasing a 2023-24 licence, you will have received a licence key on the invoice that was emailed to you. Simply select 'Upgrade Licence' on the 'Open Company' screen of your 2023-24 BrightPay software and enter and activate your licence key here. Your software will no longer show as a free trial and instead will indicate your purchased licence type. 



c) How do I install 23-24 BrightPay for the new tax year?


  • Every tax year we release brand new software in line with the new budgetary requirements. Thus, to move your payroll on to a new tax year, simply download the new tax year version of BrightPay that is available on our website here.

  • Once downloaded, this will install separately to your previous year’s software and you will see a new BrightPay icon appear on your desktop. You can still access the information for the previous tax year in 2022-23 BrightPay.



d) How do I import my data from 2022-23 BrightPay into 2023-24 BrightPay for the new tax year?


  • First, check the location of where your 2022-23 employer data file is saved to - you can do this by hovering your mouse over the employer name on your 'Open Employer' screen in 2022-23 BrightPay and making a note of the location that will appear.

  • Next, on the 'Open Company' screen in 2023-24 BrightPay, select Import Employer(s) > Import BrightPay 2022-23 file(s)

  • Browse to the location of your 2022-23 employer data file and double click on the file name to commence the import.

  • Your employer and employee details will now be imported into 2023-24 BrightPay and your employer name will be added to your 2023-24 Open Company screen.

    Please note: if the employer file is password protected, the password will be the same as the previous year.



e) Do I need to send a new Employer Payment Summary to HMRC to claim the Employment Allowance?

  • Yes. Since 6th April 2020, Employment Allowance does not auto renew for an employer as it did in previous tax years.

  • An employer now has to submit an Employer Payment Summary to HMRC every tax year to notify HMRC that they will be claiming the Employment Allowance.

  • Once this EPS is sent to HMRC, the employer can then enable the Employment Allowance in the first tax period within the 'HMRC Payments' utility in BrightPay.

  • Please note: HMRC must also be notified via an Employer Payment Summary if you are no longer eligible for the Employment Allowance.

  • Further guidance on operating the Employment Allowance in BrightPay is available here.



f) How do I sign into Connect for the new tax year?

  • Please select the 'Connect' tab on your 2023-24 BrightPay 'Open Company' screen and sign into your Connect account using your Connect username and password.



Need help? Support is available at 0345 9390019 or

23-24 BrightPay - System Requirements23-24 BrightPay - DownloadIntroduction to BrightPayImportant Information for Mac UsersStarting the New Tax YearImporting From The Previous Tax YearInstalling BrightPayMoving to BrightPay from another payroll softwareBureau Enhancements - Useful Functionality for Bureau Licence HoldersEmployer DetailsEmployee DetailsCoding NoticesPayroll CalendarProcessing PayrollImporting Pay Data using CSV FileDistributing PayslipsPaying EmployeesRTICommon HMRC Error MessagesAnalysisPayroll JournalsHMRC PaymentsMaking Corrections to PayrollScheduling Future PaymentsSwitching an Employee's Pay FrequencyDirectorsOff-Payroll Working (IR35)StartersLeaversStudent Loan DeductionsPostgraduate Loan DeductionsStatutory PaymentsAttachment of EarningsExpenses & BenefitsPensions (outside of Automatic Enrolment)Payroll GivingYear EndRates & Thresholds at a GlanceTaxNational InsuranceNational Minimum/Living WageMileage Allowance Payments (MAPs)Employment AllowanceApprenticeship LevyTermination Awards & Sporting TestimonialsGender Pay Gap ReportingLeave Reporting & Employee CalendarAnnual LeavePayslip TranslationsBacking Up/Restoring Your PayrollConstruction Industry Scheme (CIS)Automatic EnrolmentBrightPay ConnectGDPRBright Terms and Conditions and BrightPay End User Licence AgreementBright ID