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Conquer Year-End 2023 Tax Forms with Sage 100: A Refresher Guide (and No More Stress!)

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Feeling buried under a pile of year-end tax forms? Don’t worry, it happens to the best of us. Tax season only rolls around once a year, so it’s natural to need a little refresh on the steps and deadlines.

Sage Community Hub ( formerly Sage City ) has your back with a comprehensive guide to help you breeze through tax season:

  • Printing W-2s like a pro: Learn detailed instructions for printing and eFiling W-2s directly within Sage 100. No more scrambling for the right forms or wondering if you’re doing it right. ✅
  • 1099s and 1095s made easy: Master reconciling 1099s, navigating eFiling deadlines, and even editing 1099 history. Conquer all your 1099 and 1095 needs with confidence.
  • Closing periods demystified: Understand how to close periods, reconcile vendor amounts, and keep your books in tip-top shape for tax time. No more accounting mysteries!
  • Get answers to your burning questions: Have you ever wondered about the Optional Name field in eFiling, what ITINs are for, or how to fix a mistake after filing? Sage City has the answers you need. ❓

Sage 100 1099 FAQ

  • Print 1099 vendor reports and totals: See exactly where your 1099 data stands with a few simple clicks.
  • Easily manage 1099 forms: Add, delete, or change 1099 forms with ease. No more wasting time on tedious paperwork.
  • Reprint saved tax forms: Do you need a duplicate of a tax form you already filed? No problem, reprint it with a few clicks. ️

Ready to conquer your year-end taxes with confidence? Head over to Sage Community Hub’s comprehensive guide for all the help you need: https://communityhub.sage.com/us/sage100/sage100-yearend/w/yearend_articles/245/reports–tax-forms

Bonus Tip: Share this resource with your fellow Sage 100 users and spread the year-end cheer!

Error 15 CI_ eFilingCommon.pvc 247 when generating Aatrix Form

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You may see an Error 15 CI_ eFilingCommon.pvc 247 when using Sage 100 to generate or update an Aatrix tax form.

Aatrix is the 3rd party solution Sage uses to print and eFile tax forms from within Sage 100.

Sage has published a fix for this error, which only applies to Sage 100 2020.0 to 2020.6. Earlier versions of Sage 100 are not supported with this fix, and an update to Sage 100 2020 or higher is required to use Aatrix forms integration.

For the most current patch, download CI6200T ( login required ) visit this Sage KB page for more information about the issue ( login may be required ).

The above Sage Knowledgebase ( KB ) also has suggestions to resolve these similar errors:

  • Error 88 CI_EFilingCommon.pvc 280 when processing Federal and State Tax Reports.
  • Error Unable to get AESCrypto.dll Library Address
    • Download AESCrypto.dll
  • Error 88 PR_FederalStateTaxReporting.pvc 1017, Error 88 CI_eFilingCommon.pvc 549 or Error 88 CI_eFilingCommon.pvc 280 when printing Tax forms in Sage 100 Advanced and Premium 2021

Information Page: Error 15 CI_ eFilingCommon.pvc 247 when generating Aatrix Form

Download Page: CI6200T – Download Sage 100 2020.0-2020.6 Program Fix CI6200T

Sage 100 2023 e-File Payroll Tax Deadlines

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Sage 100 uses an integrated solution from Aatrix to facilitate year-end e-filing and printing for payroll and 1099 tax forms.

Aatrix has just released the 2023 e-filing deadlines for the various filings they support. Please note that these due dates are for eFiling. If you are printing and submitting paper copies of forms those may have a different filing deadline. Please verify proper due dates with your tax advisor.

2023 Year-End eFile Deadlines

General Due Dates for 2023

1099-S Recipient Copy Date:Feb 14th 2024 3:00 PM CST
All Other 1099s Federal Date:Mar 29th 2024 3:00 PM CST
1099-NEC Federal Date:Jan 30th 2024 3:00 PM CST
1095 Employee Copy Date:Feb 28th 2024 3:00 PM CST
1095C & 1095B (ACA) Federal Date:Mar 29th 2024 3:00 PM CST (subject to change)
T4 Employee Copy Date:Feb 26th 2024 3:00 PM CST
T4 Fed Only Date:Feb 26th 2024 3:00 PM CST
W-2 Federal Date:Jan 30th 2024 3:00 PM CST
W-2/1099 Employee/Recipient Copy Date:Jan 30th 2024 3:00 PM CST

Aatrix has also posted the following state e-filing deadlines.

State Copy eFile Due Dates

Take the guessing out of what transmittal form the state requires you to send with your W-2s. Aatrix automatically displays the appropriate transmittal form for each state with the data populated.

StateForm NameW-2 Deadline1099 DeadlineACA Deadline
AlabamaAL_A-3_FORMJan 29Jan 29N/A
AlaskaN/AN/AN/AN/A
ArizonaAZ_A1-R_FORMJan 29Jan 29N/A
ArkansasAR_AR3MAR_FORMJan 29Jan 29N/A
CaliforniaN/AN/AJan 29Mar 29
ColoradoNo Reconciliation required if filing electronicallyJan 29Jan 29N/A
ConnecticutCT_CT-W3_FORMJan 29Jan 29N/A
DelawareDE_WTH-REC_FORMJan 29Jan 29N/A
District of ColumbiaNo Reconciliation requiredJan 29Jan 29Apr 26
FloridaN/AN/AN/AN/A
GeorgiaGA_G-1003_FORMJan 29Jan 29N/A
HawaiiNo Reconciliation required if filing electronicallyJan 29Jan 29N/A
IdahoID_967_M_Q_A_FormJan 29Jan 29N/A
IllinoisNo Annual Reconciliation RequiredJan 29Jan 29N/A
IndianaIN_WH-3_FORMJan 30N/AN/A
IowaNo Annual Reconciliation RequiredFeb 13Feb 13N/A
KansasKS_KW-3E_FORMJan 29Jan 29N/A
KentuckyNo Annual Reconciliation RequiredJan 29Jan 29N/A
LouisianaLA_L-3_FORMJan 29Jan 29N/A
MaineME_W-3ME_FORMJan 29Jan 29N/A
MarylandMD_MW508_FORMJan 29Jan 29N/A
MassachusettsNo Reconciliation required if filing electronicallyJan 29Jan 29N/A
MichiganMI_5081_FORMJan 29Jan 29N/A
MinnesotaNo Reconciliation RequiredJan 29Jan 29N/A
MississippiNo Reconciliation required if filing electronicallyJan 29Jan 29N/A
MissouriMO_W-3_FORMJan 29Jan 29N/A
MontanaMT_MW3-AR_FORMJan 29Jan 29N/A
NebraskaNE_W-3N_FORMJan 29Jan 29N/A
NevadaN/AN/AN/AN/A
New HampshireN/AN/AN/AN/A
New JerseyNJ_W-3M_FORMFeb 13Feb 13Feb 26
New MexicoNo Reconciliation required if filing electronicallyJan 29Jan 29N/A
New YorkN/AN/AN/AN/A
North CarolinaNC_NC-3_FORMJan 29Jan 29N/A
North DakotaNo Reconciliation required if filing electronicallyJan 29Jan 29N/A
OhioNo Reconciliation required if filing electronicallyJan 29Jan 29N/A
OklahomaNo Annual Reconciliation RequiredJan 29Jan 29N/A
OregonOR_WR_FORMJan 29Jan 29N/A
PennsylvaniaPA_REV-1667_FORMJan 29Jan 29N/A
Rhode IslandRI_W3_FORMJan 29Jan 29Mar 29
South CarolinaNo Reconciliation required if filing electronicallyJan 29Jan 29N/A
South DakotaN/AN/AN/AN/A
TennesseeN/AN/AN/AN/A
TexasN/AN/AN/AN/A
UtahNo Annual Reconciliation RequiredJan 29Jan 29N/A
VermontVT_WH-434_FORMJan 29Jan 29N/A
VirginiaVA_VA-6_FORMJan 29Jan 29N/A
VirginiaVT_WH-434_FORMJan 29Jan 29N/A
WashingtonN/AN/AN/AN/A
West VirginiaWV_IT-103_FORMJan 29Jan 29N/A
WisconsinWI_WT-7_FORMJan 29Jan 29N/A
WyomingN/AN/AN/AN/A

Note: These dates refer to eFile deadlines only. If you print and mail your State copies, you may be subject to different filing dates and requirements.

2023 Forms General Due Dates:

If you are submitting paper forms, these deadlines apply

  • W-2 Federal Date: Jan 30th 3:00 PM CST
  • W-2/1099 Employee/Recipient Copy Date: Jan 30th 3:00 PM CST
  • 1099-NEC Federal Date: Jan 30th 3:00 PM CST
  • 1099-S Recipient Copy Date: Feb 14th 3:00 PM CST
  • All Other 1099s Federal Date: Mar 30th 3:00 PM CST
  • 1095 Employee Copy Date: Feb 228th 3:00 PM CST (subject to change)
  • 1095C & 1095B (ACA) Federal Date: Mar 29th 3:00 PM CST (subject to change)
  • T4 Employee Copy Date: Feb 26th 3:00 PM CST
  • T4 Fed Only Date: Feb 26th 3:00 PM CST

For the most current information on filing deadlines, please visit the Aatrix website or consult your tax professional.

When Is Sage 100 Payroll 2.24 for 2023 Due?

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According to this post on the Sage Community, Payroll 2.24.0 availability is scheduled for December 14th, 2023.  Compatibility is Sage 100 version 2020 or higher.

Expect that another update may be issued for tax filings ( W2 and 1099 ) as noted in this November 7, 2023 post in the Sage Community – Alert: Payroll and 1099 compatibility for Sage 100 is changing. It is believed that the same v2020+ requirement will exist.

From the community post:

Effective with the release of Payroll 2.24, payroll and 1099 customers on versions 2018 and 2019 will need to be running one of the following versions of Sage 100 to install the latest release of Payroll and 1099 forms:

  • 2023.x
  • 2022.x
  • 2021.x
  • 2020.x

Customers not running a compatible version of Sage 100 will experience a failure of the Payroll update installation and the inability to generate 1099’s, W-2’s or associated tax reporting documents.

How can I see the tax tables being used for Payroll taxes?

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The release of Payroll v2.23.2 includes the implementation of Payroll Tax Tables, which can be viewed by following these steps:

  1. Select Payroll_Setup_Tax Profile Maintenance.
  2. Select or create a Tax Profile.
  3. Click on Rates and Limits in the top right of the panel.
  4. Double-click or highlight the tax with a table rate.
  5. Select the icon with the down arrow in the top right of the panel.

The Payroll Tax Table will then be displayed.

Additional features included in the Sage 100 Payroll 2.23.2 update include:

  • Sage 100 Payroll 2.23.2 now allows users to mask employee Social Security Numbers and direct deposit information when printing reports.
  • Users with the appropriate security setup can still view and print the full Social Security Number and direct deposit information.
  • The Tax Table Rate Inquiry button has been added to the Tax Rates and Limits window in Tax Profile Maintenance. This allows users to view detailed tax table rate information.
  • Oceania taxes are now supported for Micronesia, Marshall Islands, and Palau.

We hope you find this new feature helpful. If you have any questions, please do not hesitate to contact us.

For more information, visit the Sage KB – How can I see the tax tables being used for Payroll taxes?

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