Need to order Tax Forms for Sage 100? Read This First!

As we all now know, the only way to print our payroll and accounts payable year-end tax forms in Sage 100 is through the Aatrix eFile and Reporting tool. Sage 100 includes “print and sign” tax forms functionality for all payroll tax forms and A/P 1099 forms. However, IRS regulations require that employee copies of Form W-2 (copies B, C, and 2) and Form 1099 (except Copy A) be printed on perforated paper and individual filing instructions be given to each employee.

So, how do you know which form to purchase? Here is a helpful list, which also includes the product number should you prefer to order your forms directly from Sage:

  • W2/W3
    • Employee W2 (Copy B, C, and 2-Copy 2s): You need to order blank 4-part perforated forms with the Employee Notice printed on the back. If ordering from Sage, this is Sage Forms part # LW2BLANK4 (http://tinyurl.com/zybtoqq) or LW2BK4DWS (bundle with envelopes) (http://tinyurl.com/jektf24).
    • Federal W2 (Copy A): Print to Plain Paper. The Federal W-2 SSA copy cannot be printed on perforated paper.
      Note: The Federal W2 Copy A and W3 forms that print within the Federal eFiling & Reporting (Aatrix) program have been certified for submission on plain paper by the IRS. The boxes are not required to be printed in red ink on computer-generated forms. You can identify the approved form by looking for the numbers 0000/1048 under the year on the W2 form and in the Employers email address box on the W3 form.
    • Federal W3: Print to Plain Paper (see above disclaimers)
    • State – Copy 1 (prints 4 employees per sheet): The system will prompt you to print to Blank 4-part perforated forms, but Sage recommends you contact the State agency for their specific W2 printing/perforation requirements. The applicable Sage form is LW2BLNK4NB (http://tinyurl.com/zpq3pzk).
    • Employer W2 (Copy D): This form can be printed to plain paper or to a Blank 4-part perforated form. This form prints 4 employees per sheet.
  • Form 1095
    • Employee 1095-B: Blank Full page w/instructions on back. If ordering from Sage, this is form L1095BBLK (http://tinyurl.com/h4oyhy7).
    • Employee 1095-C: Blank Full page w/instructions on back. This is Sage Form L1095CBLK (http://tinyurl.com/zpdgwhe).
    • Forms 1094 and 1095 Federal & Employer copies can be printed to plain paper.
      Note: When using eFiling and Reporting to print ACA 1095 forms, Aatrix has designed their form templates on both of the 1095 forms to print the employee’s address in alignment with the existing W-2 envelope, which will help reduce costs.
  • Forms 1099/1096
    • Recipient 1099 (Federal, 2-Copy 2s and Copy B): Blank 4-part perforated form. If ordering from Sage, this is form L99BLANK4 (http://tinyurl.com/zdvsv3b) or L99BK4DWS (bundle with self-seal envelopes) (http://tinyurl.com/z5hbqwq).
      Note: The recipient notice is not printed on the backs of these blank forms; you will need to print the recipient instructions to plain paper from within the 1099 eFiling viewer screen.
    • Federal 1099 (Copy A): Copy A must be printed on official pre-printed federal forms RED ink.
    • Federal 1096 Form: 1096 Form must be printed on official pre-printed federal forms RED ink.
      Note: For the Federal 1099 Copy A and 1096 forms, please contact Sage Forms for specific part # applicable to the type of 1099 forms you will be printing (MISC, DIV, or INT).
    • Payer 1099 (Copy C): This form prints 4 recipients per sheet and can be printed to Plain Paper or Blank 4-part perforated forms.
    • State 1099: This form prints 4 recipients per sheet and can be printed to Blank 4-part perforated forms. Sage recommends that you contact the State agency to confirm 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.

All of these tax forms can be ordered from Sage Checks & Forms (http://www.sagechecks.com/estore/Tax+Forms/catalog410007_ctlg.ct?networkId=Sage). Sage Forms Division provides approved IRS forms and they are the only forms guaranteed by Sage to be 100% compatible with Sage 100 integration with eFiling and Reporting.

If you have any questions, or need assistance processing your year-end tax forms, please reach out to your Sage 100 Business Partner. In Jacksonville and Northeast Florida, you may contact Chris Mulhern or Ed Wlodarczyk at Ennis, Pellum & Associates: 904-396-5965.

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