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Business/Personal/Trust: Tax User has reached License Package Limit or how to Archive clients

Article ID
ias-12659
Article Name
Business/Personal/Trust: Tax User has reached License Package Limit or how to Archive clients
Created Date
11th December 2017
Product
IRIS Personal Tax
Problem
IRIS Business/Personal/Trust: Tax User has reached License Package Limit or how to Archive clients
Resolution

  1. Load the client in Personal or Business tax and note down their Client ID.
  2. Select the Client tab. Status message: Is this person currently a client?
  3. Click No. This will archive your client. They will still be in the system but will free up a license.

Once you have done the above you have to do the same process for each client individually until the message above disappears.

How many active clients do I actually have?

  1. Select Client.
  2. Click Generate client list (top right icon). Tick PT, BT or TT tax option boxes.
  3. On the Selection tab, tick PT, BT or TT tick boxes, then Run the report. The last page of the report will show a count of how many active clients you have running.

Trust Tax: Still getting the warning even when we are below the Package limit?

For example: you need to enter data for 2021 for 1 client but get the warning – yet you can still access 2020 and 2022 years.

If you have a license for 20 Trust Tax clients. This means that you can have 20 Trust client entries in each tax year (For example in 2021 you could have entered data for 20 clients). The Trust license will get utilized any time a client has data entered in a tax year.

The report above ‘How many active clients do I actually have?‘ is not yet 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 2021 . This has been raised for a future enhancement to reporting.

So either purchase more Trust licenses to be added

OR

Manually look into each client (also look at archived clients) for 2021 data and you decide which client has to have their years data deleted and free up 1 more space in 2021 (Edit/Delete tax year but do keep a copy of the data in case you need to recover it).

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