Schulz Consulting

Sage 100cloud Consulting

Sage 100 eFiling Deadlines for 2018

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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!

Call our toll free support line for more information – 833-724-3100

 

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

 

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 eFiling Knowledgebase

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Aatrix____Knowledgebase

Do you have technical questions about the use of Sage 100 eFiling for Payroll or Accounts Payable? You can access technical resources in a variety of ways.

You access eFiling from a menu option within either Sage 100 Payroll or Sage 100 Accounts Payable. This in turns make use of an integrated program from a company named Aatrix which performs all of your eFiling behind-the-scenes.

Since this integrated solution is from a company other than Sage you will likely want to visit the Aatrix site with more specific questions about the operation of their product.

  1. The Aatrix (Sage 100 eFiling) Online Knowledgebase
  2. Aatrix Live Chat Support for Windows or MAC
  3. Aatrix Phone Support – Windows or MAC

All of these options are available directly from the Aatrix website which you can access online here.

If you are experiencing difficulty updating your Sage 100 eFiling solution for the latest forms you should review the Sage Knowledge article here.

If you would like to review the Sage 100 eFiling User Guide – visit this link.

Sage Aatrix Will Be Sole 1099, W2, 941 Printing and eFiling Source

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SageAAtrix

A reminder that in order to print any tax forms from any version of Sage 100 ERP you must adopt the Sage Aatrix eFiling. This connection will allow you to continue printing the forms (at no cost) and eFiling (for a small per item transaction cost).

Sage will no longer update the tax forms (1099, W2, 941) or their Electronic Reporting Module (fka Magnetic Media). You MUST adopt Aatrix if you require updated tax forms and/or electronic filing.

This program is a separate install from your source Sage 100 ERP Sage disk.

Sage

Reminder: All Year End Sage 100 Electronic Reporting Must Move To Federal and State eFiling Powered By Aatrix for 12/31/14 Reporting

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sageElectronicReporting

Just a reminder that beginning with the filing year 12/31/14 all electronic submittals of 1099 and W2 data will occur via the Sage Federal and State eFiling powered by Aatrix.

If you were previously generating data files from Sage 100 and submitting them directly then you can continue to do so for the year ending 12/31/13. However for the NEXT submittal year you must move to the Sage Aatrix service (included on your Sage 100 ERP disk) for eFiling.

For more information view this Sage notice

Contact Us

Schulz Consulting
Connecticut Office
Phone: 833.724.3100
Email Us
Locally serving all of Connecticut, Massachusetts, Rhode Island, Vermont,
New York, New Jersey. Available remotely nationwide.
We are a local branch of DSD Business Systems Connecticut.