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What Forms Do I Need To Print W2 or 1099 Forms With Sage 100?

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We’ve had several inquiries about the proper forms to use when filing  2016 W-2 and 1099’s through Sage 100 / Sage 100c.

Sage has this knowledge entry which suggests:

Sage 100 includes “print and sign” tax forms functionality for payroll tax forms using eFiling & Reporting (NOTE: You can print the fileable forms for NO extra cost – if you want to eFile or have Sage handle the distribution then there is a separate fee).

This feature eliminates the need for some pre-printed forms — allowing you to print on plain paper instead.

However, IRS regulations require that employee copies of Form W-2 (Copies B, C, and 2) and Form 1099 (except Copy A) be printed on perforated paper and individual filing instructions be given to each employee (IRS Publication 1141 Sec. 2.05 and 2.19 and IRS Publication 1179 Sec. 4.5.3). Sage Checks and Forms offers these plain paper forms in the required perforated format.

 

2016 W2 and W3 Forms – Sage 100

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

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.

2016 1099/1096 Forms – Sage 100

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 pre-printed 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 pre-printed 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-printed federal forms with RED ink).

Sage Forms Division provides approved 2015 IRS forms and they are the only forms we guarantee to be 100% compatible with Sage 100 integration with eFiling and Reporting.

All of these tax forms can be ordered from Sage Checks & Forms, or call 800-617-3224.

 

Sage 100 Box 13-Retirement Error When eFiling

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Several of my 90 Minds Group members have encountered an issue when processing Sage 100 payroll for year-end 2016. Specifically this error appears when transmitting W-2 information via the e-Filing / Aatrix integration within Sage 100.

The message appears as below:

If Box 13-Retirement is checked, then box 12D or 12E  or 12 AA or 12 BB must be greater than $0.00 [ x error(s)]

 

According to Aatrix, the error is not a fatal error but is displayed to warn that data is being entered in a manner inconsistent with IRS guidelines. There are no plans to fix. Please check with your tax advisor about the proper entry fo the data. If advised by your tax advisor you should be able to skip the error and continue processing by clicking “Continue without correcting”

 

Sage 100 Payroll 2.0 – First Look

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Sage have released a set of 3 videos spotlighting changes they expect to introduce in Sage 100 Payroll 2.0 which is slated for release with Sage 100 2018.

With this update, Sage brings payroll to business framework standards which means many underlying data tables will be updated and standard reports become customizable with the use of Crystal Reports.

All features shown below are subject to change until final release.

 

Sage 100 Payroll 2.0 Setup

Highlights: 

  • Can now begin processing the next payroll quarter without closing the last
  • Benefit codes are now referred to as time off
  • All time off descriptions can be changed (previously only 3rd)
  • Can reset time off limits based on employee anniversary date

 

Sage 100 Payroll 2.0 Employee Maintenance

Highlights:

  • Employee name up to 40 characters
  • Up to 25 character middle name
  • Up to 4 character suffix
  • The main tab adds second phone number, extension, and phone type drop box along with primary number checkbox
  • New medical coverage fields which are stored in a calendar year history file
  • Up to 9 separate pay rates

 

 

Sage 100 Payroll 2.0 – New Payroll Setup Wizard

Highlights:

    • Setup multiple state and tax jurisdictions
    • Time Off replaces Benefits terminology
    • Reset time off at end of benefit year or employee anniversary date
    • Deductions can prompt to recalculate all deductions or only automatic deductions
    • Payroll history now retained at least 4 years
    • eFiling check history retained at least 4 years

Sage 100c and Sage 100 Tax Tables for 2016 Now Available

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Sage have posted updates to their annual Year-End 2016 tax center which feature updates by product for:

  • Sage 100
  • Sage 100c

 

Included in Sage’s resources are:

Sage 100 IRD (Interim Release Downloads) which contain last minute program updates that will enable you to process accounts payable 1099 forms as well as payroll tax forms.

Available for:

  • 2016 Update 1 (5.30.1) and above
  • 2015 Update 3 (5.20.3) and above
  • 2014 Update 7 (5.10.7)

Note: The 2016 IRD was included with the Sage 100 2017 release and is not required to be installed on this version.

Download the Sage 100 IRD here and read the full Sage 100 2016 Year-End Update Release Notes for Sage 100 here (pdf).

Please Note – New W-2 Filing Deadlines

The PATH Act includes a new requirement for employers to file their copies of Form W-2, submitted to the Social Security Administration, by 1/31/17. As a result of this change, we strongly encourage you to send W-2 forms to your employees as early in January as possible. This will allow time to identify and submit W-2 changes to avoid processing fees for corrections.

If you are using Aatrix to process your W-2’s, please be aware that in order to guarantee processing by the official due date, Aatrix has established submission deadlines that precede official government-established due dates to ensure all required processing occurs on a timely basis.

 

As with all tax matters, please consult your tax professional for guidance on proper year-end IRS filing and the rules which may apply to your company.

 

 

 

 

 

 

 

Sage 100 Payroll Users: Handy chart of unemployment wage bases for all 50 states

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The Sage 100 knowledgebase includes this handy guide to state unemployment wage bases for the years 2013 through 2016.

The unemployment wage base is the amount of wages above which an employer generally will not be required to make an unemployment tax contribution.

Use these rates as a guide and please verify the final amount prior to making use of the amount in your payroll system.

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Schulz Consulting
160 Oak Street
Glastonbury, CT 06033
Phone: 833.724.3100
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Locally serving all of Connecticut, Massachusetts, Rhode Island, Vermont,
New York, New Jersey. Available remotely nationwide. We are a local affiliate of DSD Business Systems.