It's that time of year again ...
tax tables & year end updates!

Sage has released both 2018 year-end program updates (Interim Release Download - IRD) and 2019 tax table updates (TTU) that will enable you to print and file your 2018 tax forms along with processing your first payroll in 2019.  Please note that these updates are only compatible with Sage 100 versions 2017 (5.40.1 & higher) and 2016 (5.30.5).  You will want to read this year-end document in its entirety before proceeding with any of the updates.

Important Reminders:

• You must install the 2018 IRD and Aatrix eFiling and Reporting updates before processing year-end tax forms (W2s & 1099 forms).  It does not matter which update is installed first, just as long as both updates have been installed before processing year-end tax forms for tax filing year 2018.
• Verify that Payroll Data Entry and/or Accounts Payable data entry are not in progress before installing the 2018 IRD.
• Make a backup of the entire \SAGE100 directory on the server prior to installing the 2018 IRD.
• All users must exit out of Sage 100 before installing the IRD.
• If you have any third party modifications installed, please contact the developer to confirm the modification program is compatible with the 2018 IRD.  Also, verify if the modification will need to be reinstalled after installing the 2018 IRD.  
• For Payroll Users:  After installing the 2018 IRD and printing 2018 W2s but BEFORE processing the first payroll in 2019, you will need to update your Payroll Tax Tables by installing the 2019 Q1 Tax Table Update (TTU), which is located on the Sage Support Portal.
• A user guide on how to process W2, ACA and 1099 forms can be downloaded from the Sage Support Portal.

​

Announcing a Tax Table Update for Sage 100 Software as of March 26, 2018.A TTU is available for the second quarter of filing year 2018.  This update is compatible with Sage 100 Standard and Advanced versions 2017 and 2016.  This TTU includes updates for the following tax jurisdictions:

• Michigan
• Missouri
• North Dakota

For a complete list of updates included in the 2018 Q2 TTU, see the Sage 100 Tax Table Update Guide for 2018, which is attached to article ID 90095 in the Sage Knowledgebase.  

Important Information Before Downloading:  

Before upgrading, consult with a Sage Consultant to ensure that this update is compatible with customizations, integrated third-party applications, and other configuration options.  If you install this update independently, you assume responsibility for any impact on your system. ​

It's that time of year again ... tax tables & year end updates!

​Sage has released both 2017 year-end program updates (Interim Release Disks - IRD) and 2018 tax table updates (TTU) that will enable you to print and file your 2017 tax forms along with processing your first payroll of 2018.  Please note that these updates are only compatible with Sage 100 versions 2017 (5.40.1 or higher), 2016 (5.30.3), 2015 (5.20.5-last update for version 2015).  You will want to read this year-end document in its entirety before proceeding with any of the updates.  [See link below]

Important Reminders:

• You must install the 2017 IRD and process the eFiling and Reporting (Aatrix) update before processing year-end tax forms.  It does not matter which update is installed first, just as long as both updates have been installed before processing year-end tax forms for tax filing year 2017.
• Verify that Payroll Data Entry and/or Accounts Payable data entry are not in progress before installing the 2017 IRD.
• Make a backup of the entire \SAGE100 directory on the server prior to installing the 2017 IRD.
• All users must exit out of Sage 100 before installing the IRD.
• If you have any third party modifications installed, please contact the developer to confirm the modification program is compatible with the 2017 IRD.  Also, verify if the modification will need to be reinstalled after installing the 2017 IRD.  
• For Payroll Users:  After installing the 2017 IRD and printing 2017 W2s but BEFORE processing the first payroll in 2018, you will need to update your Payroll Tax Tables by installing the 2018 Q1 Tax Table Update (TTU), which is located on the Sage Support Portal.
• A user guide on how to process W2, ACA and 1099 forms can be downloaded from the Sage Support Portal (www.sage.NA.Support.com).  In the search field type 53295 and click the search button.
• You can read the full document below.

Please contact me if you have any questions or if you would like us to perform the installation of your year-end updates.  We wish you a happy and prosperous 2018.

Sage has released both 2016 year-end program updates (IRD) and 2017 tax table updates (TTU) that will enable you to print and file your 2016 tax forms.  Please note that these updates are only compatible with Sage 100 versions 2016 (5.30.1 and above), 2015 (5.20.3 and above), and 2014 (5.10.7).  You will want to read this document in its entirety before proceeding with any of the updates.

Important Reminders:

• You must install the 2016 IRD and the year end e-Filing (Aatrix) update before processing year-end tax forms.  It does not matter which update is installed first, just as long as both updates have been installed before processing year-end tax forms for tax filing year 2016.
• Verify in all companies that Payroll and/or Accounts Payable data entry files are not in progress before installing the 2016 IRD.
• Make a backup of the entire \MAS90 directory on the server prior to installing the 2016 IRD.
• All users must exit out of Sage 100 before installing the IRD.
• If you have any third party modifications installed, please contact the developer to confirm the modification program is compatible with the 2016 IRD.  Also, verify if the modification will need to be reinstalled after installing the 2016 IRD.
• For Payroll users:  After installing the 2016 IRD and printing 2016 W2s but before processing the first payroll in 2017.  You will need to update your Payroll Tax Tables by installing the 2017 Q1 Tax Table Update (TTU), which is located on the Sage Support Portal, by searching for knowledgebase article 45726.
• A user guide on how to process W2, ACA and 1099 forms can be downloaded from the Sage Support Portal (www.sage.NA.Support.com).  In the Search field type 53295 and click the search button.

2016 IRD Installation Steps:

1. Log into Sage Support Portal
2. Click Search, type Download Sage 100 IRD for 2016 and click Search
3. Click the download button
4. Click Save or Save As.  Make a note of the location saved
5. Go to the location that you noted and open Sage 100 End of Year IRD2016 folder
6. Double-click the file named Sage 100 End of Year IRD2016.exe
7. Click Run.  Click Next and follow the on-screen instructions
8. Install the IRD to the \MAS90 folder on the server
9. To verify the IRD was successfully installed:
   • Expand Library Master, Reports, Activity Log
   • Click Preview
   • Look for the description of Installed 2016 End of Year Changes

Aatrix Year-End Update:

• The eFiling update is installed separately on each workstation that has State/Federal eFiling & Reporting installed.
• When you access any one of the eFiling and Reporting tasks in Sage 100, you will be prompted to install an "Automatic Update"; this will update all applicable form changes.

Interim Release Download (IRD) (release date: 12/14/2016):

• In order to print or electronically file W2, ACA or 1099 forms, you will need to use the following menu tasks:
  • Payroll tax forms (i.e. W2, 1095/94, 941, 940): Payroll>Period End>Federal eFiling and Reporting
  • 1099 (MISC, DIV & INT) forms:  Accounts Payable>Reports>Form 1099 eFiling and Reporting

Accounts Payable:
The 2016 IRD contains the following enhancements for Accounts Payable:

• Important Tax Information:  1099 Form changes were required for the tax year 2016 and have been incorporated in this update.  Maintenance, data entry, as well as certain reports and Form 1099 eFiling and Reporting have been modified to adhere to the 2016 1099 Miscellaneous, Dividend, and Interest forms as published by the IRS for the tax year 2016 filings.
• Once the 2016 IRD is installed, the new 2016 boxes will be available for all companies in the installation. 
• The following changes have been made to accommodate the correct placement of the following information:
  • 1099-INT:  Box 12 is now Bond premium on Treasury obligations
  • 1099-MISC:  No form changes were required
  • 1099-DIV:  No form changes were required
  • Note:  If these boxes were previously created (in the SY_1099Setup file) using the SY_1099Maint_UI utility, this IRD will overwrite those records in SY_1099Setup, but will not affect any paid-to-date dollar amounts already stored for the tax year 2016 in the data file AP_1099VendorPayments.  Note if the new boxes were manually created using the utility, prior to installing the 2016 IRD, the user should use the SY_1099Maint_UI utility to verify that the boxes were created correctly as a text or non-text field (Text Field) in the Form 1099 Box Maintenance window, and make corrections as necessary.
  • Form 1099 eFiling and Reporting version has been updated to 2.62

Payroll:
The 2016 IRD contains the following enhancements for Payroll:

• There were no W2 form changes for 2016
• The Federal and State eFiling and Reporting version has been updated to 2.62
• New local tax jurisdictions for Ohio have been added in Tax Table Maintenance locality description listing
• New ACA Offer of Coverage of Codes have been added in ACA Employee Maintenance>Monthly Detail window:
  • Code 1l:  Description: Reserved
  • Code 1J:  Description: Minimum essential coverage providing minimum value offered to you; minimum essential coverage conditionally offered to your spouse, and minimum essential coverage NOT offered to your dependents
  • Code1k:  Description:  Minimum essential coverage providing minimum value offered to you; minimum essential coverage conditionally offered to your spouse; and minimum essential coverage offered to your dependents

Sage offers Sage Intelligence Reporting in every Sage Maintenance Plan.  Here are the components included and what costs extra:

• Sage Silver Plan: 1 user - Report Manager
  
• Sage Gold Plan:  1 user - Report Manager (designer module)
• Sage Platinum Plan:  3 users - Report Manager (designer module)

Sage Intelligence offers these modules:

• Report Viewer:  allows you to run the relevant reports.  It comes with the basic filtering capabilities and drill-down functionality on existing reports.
  
• Report Manager:  usually 1 user license is included with your active maintenance plan.  Report Manager allows you to author new reports (organizing, creating, and editing), and filter and aggregate data.  This tool also allows you to set permissions and security for reports.
  
• Report Designer:  This Excel add-in allows you to easily create and edit financial statements using a graphical "drag and drop" interface, giving you full control of your financial reports.
  
• Connector Module:  allows you to access and consolidate information from multiple sources.  This allows you to connect to more than one database at a time and enables you to do multi-company or multi-currency consolidations.
  

Sage offers a Fact Sheet on Sage Intelligence, which you can view below:

Sage also offers an overview of Sage Intelligence via a YouTube video, which you can view below:

An updated 2015Q3 Tax Table Update (TTU) has been released as of August 14, 2015.  This TTU update is released for Sage 100 versions 2013 (5.0), 2014 (5.1), and 2015 (5.2).  If you are running an older version of Sage 100, please call and we can walk you through the update.

This tax update includes the following changes:

     *  Michigan:  Unemployment decreases to $9,000 from $9,500
     *  Ohio:  Withholding tax table changes
     *  Idaho:  Dependent exemption increase

Log into Sage Portal at https://Support.NA.Sage.com and in the search field type 65686 and click the search button to access the 2015Q3 TTU download.  If you haven't downloaded from the portal before, please give us a call and we can walk you through the process.