I’m trying to mark a company as dormant — where is that done?

To mark a company as dormant in Bright Accounts Production, follow these steps:

1. Navigate to: Compliance > Client Details > Key Information
2. Locate the Company Status field.
3. Use the dropdown menu to change the status from ‘Normal’ to ‘Dormant’.

Once marked as dormant, the system will automatically adjust the financial statements to reflect a dormant layout, removing profit and loss disclosures and applying the correct wording and format as per dormant company reporting requirements.