It’s almost year-end time and that means tax forms and tax filings. You may be wondering where you can purchase tax forms compatible with Sage 100. Luckily Sage has a forms store – Sage Checks and Forms – which offers the compatible year-end tax forms you’ll need.
All of these tax forms can be ordered from Sage Checks & Forms, or call 800-617-3224.
If you are unsure which forms you may be required for ACA purposes, we recommend you consult with your financial advisor or CPA. Aatrix has a handy tool that may provide additional guidance on the forms required – here.
Here are the tax forms you’ll need for Sage 100 to complete your 2015 IRS and state filings:
Important Note: At this time Aatrix only supports printing W2s and/or 1099s 4 per page, this means you no longer can use preprinted 2-per page W2 forms
W2 and W3 Forms:
- Employee W2 (Copy B, C and 2-Copy 2s) = Blank 4 part perforated with Employee notice on back (Sage Forms part # LW2BLANK4 or LW2BK4DWS)
- Federal W2 (Copy A) = Print to Plain Paper (The Federal W2-SSA copy cannot be printed on perforated paper)
- Federal W3 = Print to Plain Paper (The Federal W3-SSA copy cannot be printed on perforated paper)
- The Federal Copy A & W3 forms do not need to be printed on pre-printed forms with red ink, please see Additional Information section below.
- State – Copy 1 (prints 4 employees per sheet) = system will prompt you to print to Blank 4 part perforated (LW2BLNK4NB) but please contact the State agency for their specific W2 printing/perforation requirements
- Employer W2 (Copy D) (prints 4 employees per sheet) = Print to Plain Paper -or- Blank 4 part perforated
1095 Forms:
- Employee 1095-B – Blank Full page w/instructions on back (Sage Forms #L1095BBLK)
- Employee 1095-C – Blank Full page w/instructions on back (Sage Forms #L1095CBLK)** Forms 1094 and 1095 Federal & Employer copies can be 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 W2 envelope, which will help reduce costs.
1099/1096 Forms:
Recipient 1099 (Federal, 2-Copy 2’s and Copy B) = Blank 4 part perforated form (Sage Forms part # L99BLANK4 or L99BK4DWS)
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 1099 eFiling viewer screen.
- Federal 1099 (Copy A)** = Copy A must be printed on official preprinted federal forms RED ink. Please contact Sage Forms for specific part # applicable to the type of 1099 forms you will be printing (MISC,INT or DIV)
- Federal 1096 Form** = 1096 Form must be printed on official preprinted federal forms RED ink. Please contact Sage Forms for specific part # applicable to the type of 1099 forms you will be printing (MISC,INT or DIV)
- Payer 1099 (Copy C) (prints 4 recipients per sheet) = Print to Plain Paper or Blank 4 part perforated
- 1099/1096
- Recipient 1099 (Federal, 2-Copy 2’s and Copy B) = Blank 4 part perforated form (Sage Forms part # L99BLANK4 or L99BK4DWS)
- 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 1099 eFiling viewer screen.
- Federal 1099 (Copy A)** = Copy A must be printed on official preprinted federal forms RED ink. Please contact Sage Forms for specific part # applicable to the type of 1099 forms you will be printing (MISC,INT or DIV)
- Federal 1096 Form** = 1096 Form must be printed on official preprinted federal forms RED ink. Please contact Sage Forms for specific part # applicable to the type of 1099 forms you will be printing (MISC,INT or DIV)
- Payer 1099 (Copy C) (prints 4 recipients per sheet) = Print to Plain Paper or Blank 4 part perforated
- State 1099 (prints 4 recipients per sheet) = Blank 4 part perforated but please contact the State agency for their 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.
Order one of the 1099 bundle packages that will include 4-part perforated blank 1099s, 1099 Federal Copy A and Federal 1096 (which are pre-printedfederal forms with RED ink).
- Recipient 1099 (Federal, 2-Copy 2’s and Copy B) = Blank 4 part perforated form (Sage Forms part # L99BLANK4 or L99BK4DWS)
Order one of the 1099 bundle packages that will include 4-part perforated blank 1099s, 1099 Federal Copy A and Federal 1096 (which are pre-printed federal forms with RED ink).
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