How To Edit 1099 Totals In Sage 100

January 14, 2023 by Wayne Schulz

It’s time to file you 1099-NEC forms and suddenly you notice that one or more vendors have inaccurate totals. What’s the fastest way to edit those amounts in Sage 100?

Within the system you can edit 1099 amounts. However, before doing so please consult with your tax or accounting advisor to ensure that the changes you are about to make are warranted.

Starting in 2020 a new 1099 form – 1099-NEC – replaces the prior 1099-MISC for reporting most non-employee information. Please refer to Sage KB 103480 for information on ensuring your Sage 100 system is able to process for 1099-NEC forms.

The ability to record 1099 NEC was released on Sage 100 Versions 2020.0, 2019.3, 2018.9. This utility only provided the code to update to the correct 1099 NEC boxes and use the utility to move the 1099 MISC values already recorded for year 2020 from 1099-MISC to 1099-NEC as needed.

Note: If you need to print the 1099 NEC and not just record, you will need to be on version 2018.10, 2019.4, or 2020.1. If you are on Sage 100 2020, do NOT confuse version 6.20.1.0 (2020 with Product Update 1) with 6.20.0.1 (2020 with NO Product Updates). You must install Product Update 1 for version 2020 so it is 6.20.1.0.

How To Change 1099 Totals in Sage 100

Editing 1099 amounts in Sage 100 is a two-step process. First, allow the access to perform this task by modifying the tole security as shown below. Once you’ve modified role security, go to vendor maintenance and make the changes.

You should make a backup before making any changes. There is no undo function. There is no audit-trail to show what changes have been made. Make certain that you really want to make these changes.

Open Modules, Library Master, Main, Role Maintenance

Select Role
Click Module Options tab
Double click Accounts Payable
Select Allow 1099 Payment History Data to be Maintained in Vendor Maintenance
Click Accept and close Role Maintenance
Edit 1099 History in Vendor Maintenance

Note: you may want to make a back-up before editing any amounts as there will not be an audit trail of amounts changed.

Open Modules, Accounts Payable, Main, Vendor Maintenance

Select Vendor No.
Click on Additional tab
Click on 1099 History
Verify 1099 Form Type and Year are correct.
Edit applicable amounts
Click Ok

If you withheld taxes on behalf of a vendor you would do the steps above to edit 1099 history and then enter applicable tax amount withheld as well as any other applicable fields (i.e. state income, state tax ID) in the applicable fields.

For more information please review Sage KB #56464

Sage 100 Year-End 2022 Training Series

December 5, 2022 by Wayne Schulz

A reminder that anyone printing 1099, W2, or other tax forms/reports through Sage 100 during year-end 2022 may need to install a product or version update to meet these minimum requirements:

Sage 100 Payroll 2.23.0 (release 12/15/2022)
Accounts Payable 1099’s
- Sage 100 2022.0 – 2022.2 (7.10.0 – 7.10.2) plus IRD (release 12/15/2022)
- Sage 100 2021.3 – 2021.5 (7.00.3 – 7.00.5) plus IRD (release 12/15/2022)
- Sage 100 2020.5 – 2020.6 (6.20.5 – 6.20.6) plus IRD (release 12/15/2022)
Aatrix year-end update will be released mid-December (before 12/20/22).

Sage 100 Minimum Versions for Tax Year 2022

Learn more about year-end processing by enrolling in either of these courses. The cost is $75 each, and they are scheduled once in December with a repeat in January 2023.

1099 Processing Course – $75
December 13, 2022 ( repeats on January 10, 2023)

Class highlights include:

Verify that your version of Sage 100 can process 1099s for 2022
Changes to 1099 boxes for 2022
Overall IRS guidelines for 1099 reporting
Cleaning up vendor 1099 classifications and verifying reporting amounts
Common pitfalls for 1099 processing
Using Aatrix in Sage 100 to report 1099 information electronically

Payroll Processing Course- $75
December 15, 2022 ( repeats on January 17, 2023 )

Class highlights include:

Year-End Processing Requirements
Tips & Tricks & FAQs
Year End Checklist
How to Report Third-Party Sick on W2’s
W-2 Processing
ACA Processing

More Information

Answers To The Top 16 Questions About Closing The Year for 2021 within Sage 100

January 7, 2022 by Wayne Schulz

You have questions about closing the year for payroll and 1099 processing. Sage has answers. And those answers have been compiled into a great frequently asked questions knowledgebase article covering year-end 2021 closing.

If you’ve ever asked yourself any of these questions – then read the answers in the Sage KB 114052 which was just issued on 1/7/2022.

In order to process year-end, you should be on Sage 100 version 2019.5 or higher with the latest product update. Payroll users should be on payroll 2.22.x.

The article does address the question of whether you can run year-end from an unsupported version of Sage 100. The answer is that while year-end may appear to run properly you cannot be guaranteed of compatibility with the latest eFiling unless you are on a currently supported Sage 100 version.

What updates do I need for payroll year-end? ( and do I need to update to Payroll 2.22.x ? )
What updates are needed for AP year-end / 1099 forms?
Can I run W2 forms from an unsupported Sage version ( Spoiler: Maybe but no promises )
Can I run payroll for January 2022 before running period-end processing for payroll year 2021 in new sage 100 Payroll 2.0?
Do I need to run my W2 forms before I run period-end processing?
Do I need to create a year-end copy company ?
In the past I’ve been instructed to run W2s from a year-end copy company, is this still accurate?
What is the new 2020 W4 form for?
Can I reopen a closed payroll quarter/year?
Do I need to be active on a payroll support plan to run W2s and other year-end forms?
Should the 2.22.0 payroll update be installed before or after closing 2021 and running W2s?
How do I run NEC 1099 forms and what is required?
How do I correct tax amounts on prior payroll checks during the year?
Year-end processing appears to be hanging or running very slowly
Getting error “Payroll expiration date is invalid” or user is locked out of payroll module
Do I need to purchase forms when printing W2s and 1099s from Sage Federal and State Tax Reporting?

This is some of the most timely information you can find about closing the year and printing W2s and 1099s from within Sage 100.

In almost all cases you should be on the most currently supported version of Sage 100 along with the latest product updates to ensure maximum compatibility.

Some of the functionality from older unsupported versions of Sage may appear to work until you go to print forms or interface with electronic filing.

To stay updated with the latest Sage 100 news please join our weekly email newsletter – Schulz Says.

How To Process 1099 Forms in Sage 100 and Sage 100cloud

September 26, 2019 by Wayne Schulz

Sage 100 and Sage 100cloud allow for printing of the required annual 1099 forms which are required of many companies as part of their year-end reporting.

In general:

Form 1099-MISC is given to non-employees such as independent contractors and other entities paid by your company. You must give a 1099-MISC form to any individual or business your business paid $600 or more in a tax year.
https://www.thebalancesmb.com/who-must-receive-form-1099-misc-397998

While some companies compile their 1099 information manually, there is a much easier way to print these annual forms using the information automatically collected in your Sage 100 Accounts Payable Module.

Before this information can be collected you will need to configure your Accounts Payable to track relevant 1099 data.

Sage has created a video which walks you through the process of setting up and reporting on 1099 data for eligible vendors.

Important: Consult with your tax advisor for information on how 1099 reporting requirements may apply to your company.

Tip: 1099 data are reported on a calendar year which may be separate than your fiscal year.

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

January 9, 2017 by Wayne Schulz

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.

How To Change 1099 Totals in Sage 100

2016 W2 and W3 Forms – Sage 100

2016 1099/1096 Forms – Sage 100

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