efiling | Schulz Consulting

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!

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

Sage 100 E-Filing Tax Deadlines for 2017

December 24, 2017 by Wayne Schulz

If you plan to electronically file 2017 Sage 100 or Sage 100c tax forms please be aware of these deadlines from Aatrix who is the eFile provider.

DUE DATES FOR Sage 100 2017 eFile with Aatrix:

W-2/1099 Forms – January 29, 2018
1095-C / 1095-B (ACA) – Employee – January 29, 2018
1095-C / 1095-B (ACA) – Federal Copy – March 28, 2018
1099-Misc – January 29, 2018
1099-S – February 13, 2018
T4 (Canada) – February 26, 2018

The Protecting Americans from Tax Hikes (PATH) Act, enacted last December, includes a new requirement for employers. They are now required to file their copies of Form W-2, submitted to the Social Security Administration, by Jan. 31. The new Jan. 31 filing deadline also applies to certain Forms 1099-MISC reporting non-employee compensation such as payments to independent contractors. ( IRS )

Always verify deadlines with your tax advisor in advance of the filing season.

Sage 100: A 92 Page PDF eFiling Guide for 2016

December 19, 2016 by Wayne Schulz

Sage have released this 92-page guide to eFiling for Sage 100 and Sage 100c.

What is eFiling and Reporting
Installing Federal and State eFiling and Reporting
How to Update eFiling and Reporting forms
How to Reconcile Payroll Tax Forms & W2s
How to Print Payroll Tax Forms & Reports
What forms do I use to print W2s, 1095s and 1099s?
Additional Setup for Local Tax Codes
Printing Amounts in Box 12
How to Print W-2/W-3s
W-2 Test Drive
Company Information
State and Local Tax items
W-3 Information
Multiple Payroll Data Files
W-2 Grid Details
Sort your W2 and 1099 forms
W-2 Printing and Filing Options
PDF Archive Delivery
State Form Selection Screen
W-2 Control Numbers
eFiling and Reporting Amounts are Incorrect
Employee Totals Verification
Payroll files for eFiling and Reporting
How to Generate the ACA 1095/1094 forms
ACA Setup wizard
ACA Preparer wizard
How to reconcile 1099 vendor amounts
How to print 1099-MISC, 1099-INT, 1099-DIV Forms
1099 Printing and Filing Options
1099 Forms Viewer
Standard eFiling pricing
How to eFile Accounts Payable and Payroll forms
Viewing Forms Previously Printed, eFiled or Saved as Draft
Who do I call for Support?
Knowledgebase Articles

What is Federal & State eFiling and Reporting?

 Federal and State eFiling and Reporting offers seamless integration with Sage 100
− Auto-populated with Payroll & Accounts Payable data from an encrypted AUF (Aatrix
Universal File)
− Eliminates the need to create tax reports and forms manually
 It is easy to use
− Quick installation, activation & updates
− On-screen editing of the actual signature ready tax forms and reports
− No hassle eFiling option powered by Aatrix. To learn more about Aatrix, go to
https://customer.aatrix.com/sage100
 Approved signature ready Payroll forms/reports and A/P 1099/1096 (MISC, INT & DIV)
− 941, W2/W3, 1095/1094, 1099/1096, DE9, NYS 45, forms for all 50 states
− 330+ Approved State and Federal Forms and Reports
 Don’t be confused by the menu name
– Most forms & reports accessed through any eFiling & Reporting menu tasks can be printed
to plain paper for FREE
– eFile fees are only incurred when you choose the option to eFile forms processed using
Aatrix
– All eFile fees are paid directly to Aatrix. For more details please see eFile pricing section in
this document

For a full copy of the guide – click here (PDF // NO registration required)

Sage 100 eFiling Knowledgebase

June 20, 2016 by Wayne Schulz

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.

The Aatrix (Sage 100 eFiling) Online Knowledgebase
Aatrix Live Chat Support for Windows or MAC
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.

How to find Sage 100 ERP eFiling and Reporting Pricing and Enrollment

March 27, 2014 by Wayne Schulz

How to find eFiling and Reporting pricing and enrollment information

To obtain eFile pricing for Sage 100 ERP, click http://aatrix.com/sagemas

Note: Printing to plain paper is free. Fees are only incurred for eFile services only.
Note for CPA firms and 3rd party filers: Call Aatrix sales at 800-426-0854, to obtain pricing bulk packages

One time free enrollment is required to use the eFile service powered by Aatrix. Enrolling does not obligate you to eFiling or any purchase with Aatrix.

To enroll in Sage 100 ERP, click the Enrollment button in the eFiling process or click here.