Trust Tax- You have reached your License Package Limit. Select client that has data entered for current year

trust-tax-you-have-reached-your-license-package-limit-select-client-that-has-data-entered-for-current-year

Trust Tax- You have reached your License Package Limit. Select client that has data entered for current year

10th December 2024

Trust Tax- You have reached your License Package Limit. Select client that has data entered for current year

Trust Tax has TWO license checks running at the same time:

1. How many registered/active clients you have running. For example you cater for 21 trusts and you have a limit of 20 = Your over your limit. There is a report you can run to list these clients.
2. How many clients (both active/archived) have data entered for them in a specific year. For example if you have a license for 20 Trusts. This means that you can have 20 Trust client entries in each tax year (For example in 2023 you can only have entered data for 20 clients but you may have entered data for 21+ clients which trigger’s the warning when you load the 2023 year). The Trust license will get utilized any time a client has data entered in a tax year even if you have not submitted anything for that client. This check has to done manually per client.

If you get the license package warning in PT/BT then read this KB

Please read the steps below to resolve the package limit issue:

1. Run this report: If your number of registered/active clients exceeds your license limit, you will get the warning, so always first check how many active clients you have (see the further below on ‘How many active registered/active clients do I have?’). You could also have BOTH issues – you have too many active clients AND you have too many clients with data entered for a specific tax year.
2. Warning to save you time: If you first unregister/archive clients to reduce the number of clients, then you may need to re-register them again to allow you to check each one for any entries in the clients tax year (thus taking up your time). So we recommend you first check every client before you archive them.
3. If the active client numbers are below your license number then you have too many clients with data entered for the affected tax year. Any tax entries made for a client on a year can use up a license even if you have not submitted anything for this one client. For example: you need to enter data for 2023 for 1 client but get the warning – yet you can still access 2022 and 2024 years and you are already below the number of active/registered clients.
4. Manually look into every client (also look at unregistered/archived clients) for the affected year XXXX and you decide which client has to have their years data deleted and free up 1 license space (Load the client, select the year and go to Edit/Delete tax year but depending on your company data policies, eg: keep a copy of the data in case you need to recover it – eg Client/Export and keep copies of Schedules/Tax comp etc).
5. Existing Unregistered/Archived Clients: If you already have Unregistered/Archived Clients in your system when you got the license warning then you also need to check if those clients have data entered into the specific year. So re-register them and check and then unregister them.
6. Keep a note of every client you have checked AND also the ones you deleted the tax year data for – Trust tax will not record these deletions so you need to to record which clients you checked.
7. Once you have deleted a sufficient number of years data from X amount of clients. Close Trust Tax and restart it. Now load the affected tax year, if the warning still appears then continue to check and delete tax years from the clients you haven’t checked yet. Continue until you don’t get the warning.
8. Recommendation: If you enter any data for a new Trust Client in a certain year (and don’t submit a tax return for them)- keep a count/note of these clients as they are now using up a license.
9. Trust tax dosnt have a specific report to list clients in a specific year which has data entered into it (e.g uses a license). You have to manually check every client.

How many registered/active clients do I have (Registered/active client report) ?

1. Note this report only shows ‘registered/active’ clients. It will not list clients which have data entered for them. At the very top of Trust tax- Client and then ‘Select’

2.Click Generate client list (Its the top right icon but if its not there look to the very bottom of the screen and see a PRINT option there). Tick TT tax option box. You will also need untick all the Business Type options on the bottom left as well and ensure the Trust option under SELECTION tab is also ticked.

Note: If you select ‘No restriction’ option- it lists clients which have already been unregistered/archived.

Note: If you untick ‘Exclude unregistered clients’ option- this will allow you to view all archived/unregistered clients as well

3.On the Selection tab, you need to tick the TT tick box, then Run the report. The last page of the report will show a count of how many active Trust clients you have.

The report above ‘How many active clients do I actually have?‘ is not designed to pick up each years data entry which is why it seems you are below your package limit when really you have reached the limit as you had 20 trust tax entries in 2023. This has been raised for a future enhancement to reporting.

a) So either purchase more Trust licenses to be added, you can contact the IRIS License team on this.

OR

b) Manually look at each client (also look at unregistered/archived clients) for 2023 data and you decide which client has to have their years data deleted and free up 1 more space in 2023 (Edit/Delete tax year but depending on your company data policies, eg: keep a copy of the data in case you need to recover it – eg Client/Export and keep copies of Schedules/Tax comp etc).

If you cannot identify the clients which is triggering the package limit warning then raise a CASE under the IRIS Community system and state how many client you have manually gone through.