Sage have released this 92-page guide to eFiling for Sage 100 and Sage 100c.
Table of Contents
What is eFiling and Reporting
Installing Federal and State eFiling and Reporting
How to Update eFiling and Reporting forms
How to Reconcile Payroll Tax Forms & W2s
How to Print Payroll Tax Forms & Reports
What forms do I use to print W2s, 1095s and 1099s?
Additional Setup for Local Tax Codes
Printing Amounts in Box 12
How to Print W-2/W-3s
W-2 Test Drive
Company Information
State and Local Tax items
W-3 Information
Multiple Payroll Data Files
W-2 Grid Details
Sort your W2 and 1099 forms
W-2 Printing and Filing Options
PDF Archive Delivery
State Form Selection Screen
W-2 Control Numbers
eFiling and Reporting Amounts are Incorrect
Employee Totals Verification
Payroll files for eFiling and Reporting
How to Generate the ACA 1095/1094 forms
ACA Setup wizard
ACA Preparer wizard
How to reconcile 1099 vendor amounts
How to print 1099-MISC, 1099-INT, 1099-DIV Forms
1099 Printing and Filing Options
1099 Forms Viewer
Standard eFiling pricing
How to eFile Accounts Payable and Payroll forms
Viewing Forms Previously Printed, eFiled or Saved as Draft
Who do I call for Support?
Knowledgebase Articles
What is Federal & State eFiling and Reporting?
Federal and State eFiling and Reporting offers seamless integration with Sage 100
− Auto-populated with Payroll & Accounts Payable data from an encrypted AUF (Aatrix
Universal File)
− Eliminates the need to create tax reports and forms manually
It is easy to use
− Quick installation, activation & updates
− On-screen editing of the actual signature ready tax forms and reports
− No hassle eFiling option powered by Aatrix. To learn more about Aatrix, go to
https://customer.aatrix.com/sage100
Approved signature ready Payroll forms/reports and A/P 1099/1096 (MISC, INT & DIV)
− 941, W2/W3, 1095/1094, 1099/1096, DE9, NYS 45, forms for all 50 states
− 330+ Approved State and Federal Forms and Reports
Don’t be confused by the menu name
– Most forms & reports accessed through any eFiling & Reporting menu tasks can be printed
to plain paper for FREE
– eFile fees are only incurred when you choose the option to eFile forms processed using
Aatrix
– All eFile fees are paid directly to Aatrix. For more details please see eFile pricing section in
this document
For a full copy of the guide – click here (PDF // NO registration required)
