Sage 100 2016 Year-End Program & 2017 Tax Table Update

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