sage 100 payroll – Schulz Consulting

How To Reprint W2 Forms from Sage 100

June 21, 2021 by Wayne Schulz

If you need to reprint an employee’s W-2 form from a prior year you’ll be happy to know that this is easily accomplished in Sage 100 payroll.

Unlike in legacy versions of payroll, Sage 100 payroll now retains historical information which enabled the re-printing of W-2 tax forms from prior years without needing to switch Sage 100 company codes.

From the Sage KB here are the steps:

Start by switching to Sage 100 Payroll

Select Payroll, Period End
Select Federal and State Tax Reporting
Select Existing Report
Select the W2 form, Edit, Reprint completed W-2s
Print either: (a) All, (b) Selected or (c) Locally sorted copies
Next – Reprint Employee options ( A) All, (B) Select or (C) Instructions Only

If you find yourself frequently reprinting W2 forms you might want to select one of the Aatrix options where Aatrix prints, mails and allows employees to access their W2 forms online. This might relieve your accounting department of the need to reprint and research prior year W2 forms for employees.

Sage 100 Aatrix e-Filing Bug Erroneously Reports Bad SSN Matches for 2020

January 6, 2021 by Wayne Schulz

Early e-filers of W2 forms may have erroneously received a notice from Aatrix that their 2020 Sage 100 payroll files contained erroneous social security information.

The message indicated that the employee SSNs could not be verified by the IRS and that the company submitting the file should verify that the correct SSN were submitted.

Later in the day Aatrix began to notify users that the message had been sent to some in error and there may not be any issue with the social security number validation.

Aatrix advises that if you have received a message indicating SSN mismatches that you can use the following instructions to verify your filing:

To view Filing Status:

Navigate to https://efile.aatrix.com/ 2. Click on Log In in the upper right corner 3. Login with your eFile username and password 4. Click on the Filings Tab
a) Open Status: One or more parts of the filing are not complete.
b) Closed Status: All parts of the filing has been confirmed as complete or the filing was manually closed through the Aatrix online account.
c) Deleted Status: The filing is deleted and no part of the filing will be processed.
Click on the Details Link for the appropriate AFID number in the filings list.
In the additional details for the filing, each part of the filing will be listed with a status:
a) Awaiting Batch Processing: Not yet submitted to agency.
b) Rejected: Reason for rejection will be displayed.
c) Not Confirmed: Submitted to agency, but not yet confirmed.
d) Accepted: Submitted to agency and confirmed as received/processed.

Is Your Sage 100 Payroll Year-End Processing Slowly?

January 5, 2021 by Wayne Schulz

Are you closing your Payroll module in Sage 100 and notice that it’s taking a long time? This may be even more pronounced if you were previously using an older version of Payroll and upgraded to Sage’s Payroll 2.x.

According to Sage:

In “legacy” Sage 100 payroll (versions 2017 and older), data tables holding quarterly and YTD numbers were simply reset by the program and completely cleared out. Only the Perpetual History and the efiling data tables would retain detailed information on prior-year payroll amounts.

In “Payroll 2.0” (Business Framework coding, versions 2018 and newer), all data tables track much more detailed information and it is retained in all tables year over year. When year-end processing is run in these newer versions, the program must comb through the many detail records and purge only those records older than the required retention setting as set in Payroll Options. Large amounts of employee data and history will cause a lengthier processing time, and many customers have reported longer processing time the first year-end that is run in the new version.

Sage further advises you not stop any period end while it’s in processing. You should allow the process to finish because stopping midway through risks data corruption.

The latest Sage 100 Payroll 2.21 may be downloaded from here ( login required )

Free Sage 100 Training Through May 31, 2020

April 7, 2020 by Wayne Schulz

Through May 31, 2020, Sage is offering a variety of free online training for many of its products – including Sage 100 and Sage 100cloud – via their Sage U online training site.

To access the free training you’ll need to create a Sage U account ( free ) and then access the Sage 100 courses via this link.

After completing the training, you can optionally take a variety of certification exams available for:

General Ledger Specialist
Accounts Payable Specialist
Accounts Receivable Specialist
Payroll Specialist
System Administrator Specialist

Available courses include:

General Ledger
Accounts Payable
Accounts Receivable
Payroll 2.0
Inventory Management
Purchase Order
Sales Order
Job Cost
System Administrator
Program and Data Files

Sage 100 Cloud Learning Series

Sage is also hosting a learning series that offers monthly courses designed for new customers or those who want a refresher.

Crystal Reports for Beginners – April 16, 2020, 12 PM EST
- How to create a basic report for Sage 100 using the Crystal Reports Wizard
- How to determine your data source which will be used to populate the report
Creating a Payroll Report that Shows the Employee’s Encrypted Data – June 18, 2020, 12 PM EST
- How to use Crystal reports to create a report that will allow you to see encrypted and highly sensitive employee information
Creating Dashboards Using Sage Intelligence Reporting – August 12, 2020, 12 PM EST
- Would you like to see a visual representation of your data with the ability to filter interactively?
- How to create a dashboard using Sage Intelligence Reporting
Using Business Insights Explorer to Work More Efficiently – October 6, 2020, 12 PM EST
- How to streamline access to critical data by creating default settings for data you regularly view and personalize it to meet your individual needs
- How to easily use drill down and drill around functions as well as how to access related tasks
Making the Most of Visual Process Flows – December 9, 2020, 12 PM EST
- Would you like to navigate easily through processes – perhaps those you use infrequently or to help new employees learn how to streamline their workflows?
- About visual process flows available to you
- How to modify a process flow and add it to your desktop

For more information about the free Sage 100 training opportunities available to you from Sage please visit the Sage U website here.

Sage 100 eFiling Deadlines for 2018

January 21, 2019 by Wayne Schulz

Aatrix, the eFiling partner for Sage 100 and Sage 100cloud accounting software has released the deadlines by which files must be submitted if you are eFiling your tax forms for 2018. As you may know, all filing of tax forms within Sage 100 and Sage 100cloud supported versions are processed through the eFiling feature.

For the tax year 2018 you’ll need to be on Sage 100 or Sage 100cloud version 2016.5 or higher. Be sure to apply the latest Sage 100 product updates and the IRD so as to ensure compatibility with the eFiling process.

Printing of forms through the eFiling menu option is free. In many cases, these forms can be filed directly from the printer (check with your financial advisor on which forms can be “plain paper” filed). If you prefer you may have Aatrix electronically file your forms as well as mail copies to recipients. An additional fee applies for eFiling and mailing.

E-Filing Deadlines for 1099 and W-2 Forms

Sage 100 and Sage 100cloud both utilize Aatrix for 1099 and W2 form filing at year-end. These forms can be printed and mailed into the required tax authorities or, for a small fee, you can have Aatrix file the information electronically and distribute copies of the forms to recipients as required.

The deadline for submitting eFiling information for the 2018 tax season is as follows. Please consult with your tax or financial advisor to see whether any changes have been made to these deadlines.

If you are using Sage 100cloud please be sure to also install the latest IRD (Interim Release Download) which contains important year-end updates designed to accommodate your 2018 electronic filing with the IRS.

Sage 100 Interim release download (IRD) for 2018

Available for:

2018.2 or later**
2017.1 or later
2016.5 or later**

*The 2018 IRD will be the last year-end IRD for Sage 100 2016

**The 2018 IRD only needs to be installed by Sage 100 2018 users if they are processing 1099s.

Sage 100cloud Support

At Schulz Consulting we’ve provided support for Sage 100 and Sage 100cloud since the days that it was known as MAS 90 or MAS 200. We can assist with the initial setup of your system as well as provide support for existing Sage 100cloud users.

If you are wondering what the difference is between Sage 100 and Sage 100cloud we can help with that too!

Use our Sage 100 contact page to request more information

Visit the Aatrix website for more information on their filing deadlines for 2018 state W2 and 1099 forms – Aatrix Website – eFiling Deadlines for 2018

State filing deadlines are:

About Schulz Consulting

Sage 100 Cloud Learning Series

E-Filing Deadlines for 1099 and W-2 Forms

Sage 100cloud Support

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