I need to switch from Small Companies regime to a Charity layout — how do I do this?

In Bright Accounts Production, it is not possible to change the entity type of a client once it has been created.

When you first generate a client dataset, you select the entity type (e.g., Small Company, Charity, LLP, Sole Trader, etc.). This selection determines:

• The nominal ledger structure,
• The reporting format and layout,
• The compliance options available throughout the accounts.

Each entity type is built on a fundamentally different framework tailored to its regulatory and reporting requirements. As a result, switching from a Small Company to a Charity (or vice versa) is not supported within the same dataset.

To proceed:

• You will need to create a new dataset, selecting the correct entity type (Charity) at setup.
• Enter or import the trial balance and details into this new dataset.
• Apply any necessary compliance and disclosure information appropriate for a charitable organisation.

This ensures that your accounts are produced in full alignment with the relevant accounting standards and layout requirements.