• Sage 100 Advanced ERP 2013 (Version 5.00.4.0) – Closing Prior Periods

    My company is operating on Sage 100 v. 5.00.4 and appears to have not closed periods in any modules for several years (both via word of mouth and staff members’ inadvertent postings to prior periods). Although I was able to find some resources in Help…
  • Is Payroll v2.23 required for running Payroll year end?

    It's kind of short notice for trying to get all of our Payroll customers notified and updated. What will happen if they try to run Payroll Year End without installing v2.23?
  • Looking for timeline of 2022 1099 changes.

    Appears that our friends at the IRS are going to require a new form this year. Where is Sage with the modifications to track this information? Hope to not be scrambling at year-end getting folks updated to accommodate the new forms.
  • IRD for 2020?

    I'm on Sage 100c 2018 6.10 & Payroll 2.20.3.0, so all of the product updates are current. Will there be an IRD for yr-end 2020 & do I need to install with my version? Thank you!
  • Processing payroll in future year

    I have a client that will need to process payroll in 2021 before they close 2020. I've tested this in PR 2.20.2.0 and it allows me to post the payroll but the Aatrix W2 for 2021 says there is no data. The 2020 W2 is correct as are the reports that I verified…
  • Suggestions on how to separate Year end aje's? We do not have a 13th period, and I'm not sure we can add one.

    As the title says, we'd like to separate our year end aje's. We'd like to have an unadjusted trial balance, aje's, then the final trial balance. Sage was not setup with a period 13, and I'm not sure if that can be added at this point. Our Sage guru…
  • Indiana Unemployment forms Aatrix

    Hi, I just got off a chat with Aatrix support and was told the IN UC-1/UC-5 report (print version) is no longer a good form and should be off the IN Efiling list, but everyone of my clients has this form still listed except for 1 company of 4 at one…
  • Have a client that hasn't done period end in over 2 years. Any advice on how to proceed?

    Hi! Client is running Sage 100 Premium (SQL) 2015 and is wanting to update to the latest version however I just found out that they haven't done a proper period end in years. Like no monthly or yearly period end, at all. What is the best plan of action…
  • Year End and Data

    Hello, I have been searching for and can't seem to find the information that I am looking for. My question is, what exactly does Year End Processing do to the data inside of SAGE? Does this make it so that fields can no longer be changed in that fiscal…
  • 1099 processing in Sage 100 2015

    I was told that I wouldn't be able to process 1099's through Aatrix, since I am using the 2015 version. Specifically, we are on 5.20.3.0. 1. Is this correct? 2. Any suggestions as to how to process 1099's? 3. We will have three (3) vendors who…
  • Year End Payroll Archive from Database Admin Tool

    I backed up my data last night and now I am trying to archive my payroll data. The first message I get is that the program is backing up my company. My back ups take hours. How can I keep the payroll archive process from backing up my data again?
  • Time for installing year end updates for payroll is fast approaching

    Last year we had to have minimum levels of product updates (PU's) installed before installing product updates. Is there anything out there yet that confirms what pu levels must be installed before installing the year end payroll updates? Would love…
  • W-3 won't print!!!

    FormerMember
    FormerMember
    Our W-3 won't print out on the preprinted form. It prints the entire form in black ink. We've hit reprint, start over, correct and tried selecting "preprinted" as our paper source but it happens every time. Can someone please help?!?!
  • When should the 2016 IRD be installed prior to year-end processing?

    We have completed the last payroll for 2016, and will begin closing out Payroll next week for the month, quarter and then year. Should I install the 2016 IRD before any of these closes take place?
  • prior year close and reopen

    We have closed 2015 and sent everything to our CPA. We had lots of stuff happen 12-2015 (separated from parent company, bought a new store location, etc) and so I have been waiting to make sure that we have CPA approval before moving on to 2016. My January…
  • 5-4-1 Payroll Forms Atrix "did not recognize form type: ACA Affordable Care Act" "Vendor code missing from command line"

    When processing forms in PAYROLL [5-4-1, 5-4-2, 5-3-9] Opened 5-4-1 Federal Forms Received Error: "did not recognize form type: ACA Affordable Care Act" Aatrix window loads but NO FORMS ARE VISIBLE FOR SELECTION -ran forms update, forms updated…
  • Terminated Employees Didn't clear out after (During) year end processing

    We are running Sage 100 2016. We ran year end processing, and all of the terminated employees are still there. How do we get rid of them? There isn't any payroll information in their records.
  • ACA reporting for level 4.50 Payroll?

    Does anyone know when ACA reporting will be available for level 4.50 Payroll? Is it Product Update 8?
  • Form 1095-C

    Will form 1095-C be available for printing through Aatrix eFile for 2015 P/R year-end?
  • RE: Form 1099 eFiling and reporting only shows 2015 Calendar Year

    Yes because your vendors were not setup as 1099 vendors until a few days ago, you will have to manually add YTD amounts in Vendor maintenance > 1099 History for 2015
  • 1099 INT Forms

    I only have two 1099 Forms to give to recipients. I was able to print the 1099 Misc with no problems. However, the Crystal Report design creates 3 forms on one page for 1099 INT's. The forms pre-printed forms the IRS approves are two to a page. Is there…
  • ETR Efiling W-2 grid Box 12 Code D amount total does not match Box 12a on W-3 figure

    Efiling through Aatrix, Box 12 Code D total for all employees does not match what is in W-3 Box 12a. The amount in the grid is more than what is on the W-3. Anyone experienced this issue? Thanks
  • RE: Indiana Withholding and county rate changes

    Hi Dawn, The Indiana withholding rate change was included in the 2015Q1 TTU (Tax Table Update). The TTU can be downloaded from Sage Support site at https://support.sa.sage.com after logging in, in the search field type KB ID 54586 and select link to…
  • Ideas on How to Make Year-End Better? Check Out Our Ideas Section!

    Here at Sage we value our user's input and year-end is no exception. If you have an idea that you think would make life easier for you and other users, please check out our Ideas section and let us know! Or if you see an idea that you think would be…
  • RE: eFiling and Reporting

    Please do not select Test Run option. Please do the following to update new forms: Open Payroll, Period End, Federal eFiling and Reporting Highlight the applicable form (even if the tax year in the form description is incorrect) In the Reporting…