Sage 100 ERP 2014 Year-end update FAQs

Not everyone receives the year-end FAQs from Sage, so I thought I’d share some highlights:

  • The Interim Release Download (IRD) was released on 12/19. TheIRD contains necessary program updates for Accounts Payable and Payroll modules, and for eFiling and Reporting. You must install theIRD before printing your year-end tax forms. You must be on one of these supported versions in order to install theIRD:
    • 4.50 PU 5 or higher, or last year’s (2013) year-end IRD installed
    • 2013 PU 7 or higher (5.00.7.0)
    • 2014 PU 3 or higher (5.10.3.0)
  • The Aatrix eFiling and Reporting year-end update must be installed in order to print year-end forms. You will be prompted to run the update when you access eFiling and Reporting and select any form.
  • 2015 Quarter 1 Tax Table Updates (TTU) is available now on the Sage Portal. Note: Due to some states’ legislative tendencies for last-minute changes, Sage will release additionalTTU updates through the month of January 2015 as new changes are announced.
    • ACTION REQUIRED: After installing the 2015 Q1 TTU, remember to verify the Unemployment Tax Rate in Tax Table Maintenance for each of the states you process payroll, to reflect correct 2015 rate for each company.
  • You must be on a current Sage BusinessCare Plan in order to access and download the IRD and TTU, and to utilize the eFiling and Reporting tools.
  • In order to utilize the eFiling and Reporting tools, you must first install Federal & State eFiling and Reporting program on each workstation that needs access. You can install from either your Sage 100 ERP installation files or from Sage 100 ERP workstation setup folder, (located …\MAS90\wksetup\autorun.exe). Click link for detailed steps on Installing eFiling & Reporting.
  • Forms required for 2014 W2 and Form 1099 printing via theeFile and Reporting utility are as follows:
    • Employee W2 (Copy B, C and 2-Copy 2s) = Blank 4 part perforated with Employee notice on back (Sage Forms part # LW2BLANK4 or LW2BK4DWS)
    • Federal W2 (Copy A) (prints 2 employees per sheet) = Print to Plain Paper (The Federal W2-SSA copy cannot be printed on perforated paper)
    • Federal W3 = Print to Plain Paper (The Federal W3-SSA copy cannot be printed on perforated paper)
    • State – Copy 1 (prints 4 employees per sheet) = system will prompt you to print to Blank 4 part perforated but please contact the State agency for their specific W2 printing/perforation requirements
    • Employer W2 (Copy D) (prints 4 employees per sheet) = Print to Plain Paper or Blank 4 part perforated
    • Recipient 1099 (Federal, 2-Copy 2’s and Copy B) = Blank 4 part perforated form (Sage Forms part # L99BLANK4 or L99BK4DWS)
      Note: The recipient notice is not pre-printed on the backs of these blank forms; you will need to print the recipient instructions to plain paper from within 1099 eFiling viewer screen.
    • Federal 1099 (Copy A) = Copy A must be printed on official preprinted federal forms RED ink. Please contact Sage Forms for specific part # applicable to the type of 1099 forms you will be printing (MISC, INT or DIV)
    • Federal 1096 Form = 1096 Form must be printed on official preprinted federal forms RED ink. Please contact Sage Forms for specific part # applicable to the type of 1099 forms you will be printing (MISC, INT or DIV)
    • Payer 1099 (Copy C) = (prints 4 recipients per sheet) = Print to Plain Paper or Blank 4 part perforated
    • State 1099 = (prints 4 recipients per sheet) = system will prompt you to print to Blank 4 part perforated but please contact the State agency for their specific 1099 printing/perforation requirements. Some states do not require 1099s to be filed.
    • State 1096 = Print to plain paper but please contact the State agency for their specific 1096 printing/perforation requirements. Some states do not require 1096 form.
  • Tired of purchasing and printing forms? Choose the “e-filing complete package” option, where Aatrix will eFile W-2’s &/or 1099’s electronically, print and mail all W-2’s or 1099’s to your employees and allow them to view this information online and more. That way you do not need to purchase any tax forms at all, Aatrix will take care of it all for you. For more information, visit https://sage100erp.aatrix.com or call 701-746-6814.
  • The Federal W-2s and W-3s are not required to be printed on the official form. Sage have incorporated an approved substitute that can be printed on plain paper with an inkjet or laser printer. It should not be printed on red paper. You can identify the approved form by looking for the numbers 0000/1048 under “year” on the W-2 form and in the For Official Use Only box on the W-3. These forms are approved for use by the Social Security Administration and conform to the IRS Publication 1141 as required.
  • For those companies required to file electronically, when you choose toeFile,Aatrix electronically files your tax forms to the applicable Federal and/or State agencies for you. There is an additional charge toAatrix for this service.
    • • To support W2 electronic filing, you can use Federal eFiling and Reporting task from within Payroll > Period End menu.
      • To support 1099 electronic filing, you can use Form 1099 eFiling and Reporting task from within Accounts Payable > Reports menu.

REMINDER: The 2014 IRD and 2015 Q1 TTU are the last year-end updates that will be released for Sage 100 ERP version 4.50.

If you have any other questions regarding Sage 100 ERP year-end procedures, you can contact your Sage Business Partner, or access the Sage Portal for more information. The Sage 100 ERP Year-End Center on Sage City has all the information you need for year-end processing.

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