Note: For technical support chat, please login to support.na.sage.com and select your product.
Payroll, Fiscal and Calendar Year-End Checklists
Payroll Year-End checklist Use this checklist to guide you through preparing your Year-End payroll information. This section has information about which payroll reports to run and how to process your Federal and State forms including the W-2/W-3, 940, 941, and 1099/1096 forms.
Update Taxes and Benefits for New Year Articles to assist you on how to update your taxes and benefits for the new payroll year.
Financial Year-End Checklist
Closing the Fiscal/Payroll Year Recommendations
Purging Unnecessary Data: Purging is the process of removing inactive customers, vendors, employees, jobs, quotes, invoices, purchases, and so on from the records of a company. Purging reduces the size of the files of a company and frees valuable disk space for current and active data. In Sage 50, purging can be performed at any time, including after you close the fiscal year and/or close the payroll tax year using the Year-End wizard.