Topics

Check and reuse Business Tax licences in Personal Tax

Check your Business Tax licences

To check how many licences you currently use:
  1. Select
    Help
    , then
    About Personal, Business and Trust
    .
  2. Select the
    Licence
     tab.
If you want to reduce the number of Business Tax licences you use, you can run a report to find out which clients use a Business Tax licence, then free up licences from older clients.

Run a report to list clients that use a Business Tax licence

You can run a report to show all clients that use a Business Tax licence. This will help you manage your licences when you're close to the maximum number we've allocated to your Personal, Business and Trust tax account.
  1. Select
    Reports, then
    Client Details
    .
  2. Select
    Use client range
    , then
    Person
    . (You will need to repeat this process using client details of Partnerships/Trusts).
  3. For
    Client range
    , select
    All clients
    .
  4. Mark the
    dormant
    ,
    deceased
    , and
    inactive
     client checkboxes.
  5. Select
    List view.
  6. Mark the
    Identify clients with a business
     checkbox.
  7. Select
    OK
    .
You will get a list all of your clients that match the type you selected. The word
(Business)
 is shown after the client code of clients that use a business tax licence. This means the client has had a business in any tax year during which you've acted for them.
Where a business tax item is set up, it will usually count as 1 Business Tax licence, regardless of how many years it has been running for. However, Person clients could have more than one business linked to them.
Businesses cannot be marked as 'inactive' for the purpose of removing them from your license count.

Stop old Business Tax Business clients from using your licences

If you have any old records for a Business Tax Sole Trade that you no longer need, you can convert them back to a Sole Trade Instance to free up licences. Follow the steps in either of the following help topics, depending on whether Integration is used:
  • Convert a Business Tax Sole Trade to a Sole Trade Instance when Integrated in Personal Tax.
  • Convert a Business Tax Sole Trade to a Sole Trade Instance when not Integrated in Personal Tax.

Remove the business from a Partnership to stop it using a licence

  1. Go to the Information Explorer.
  2. Right-click on the folder
    Business: Name of business
     and select
    Delete
     from the context menu.
This will delete just the business part. It will leave the static details for the partnership intact. Personal, Business and Trust Tax will ask you to save the figures posted to the individual partners' returns.

This article applies to:

  • PRODUCT: Digita Personal Business and Trust Tax