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 Print Sage 100 ERP W-2s

December 18, 2013 by Wayne Schulz

Closing the year for payroll within Sage 100 ERP is fairly straightforward provided you remember these important items.

W-2s must be printed before performing Payroll Quarter and Year End Processing. If the W-2s cannot be printed before Quarter and Year End Processing is perform, copy the company data to a new (backup) company and print the W-2s from the copied company.

Important Reminder: You must install the latest Interim Release Downloads (IRDs).

For more answers to frequently asked year end questions regarding Sage 100 ERP see this PDF.

Sage 100 ERP 2013 Payroll and Tax Form Printing Tip

December 31, 2012 by Wayne Schulz

Beginning with Sage 100 ERP 2013 (fka MAS90 or MAS200) printing for W2, 941 and 1099 tax forms is hidden with Sage suggesting that you use the eFiling which is included with Sage 100 ERP 2013.

If instead of using the included Aatrix Federal and State eFiling and Reporting (which BTW works very well and allows quite nice after-the-fact edits before printing forms) you wish to print the forms the “old fashioned” way from within Sage 100 ERP 2013 – you simply need to follow these instructions to unhide the tax form printing.

New installations of Sage 100 ERP will not have the 3 menu tasks listed. To enable these tasks, from the toolbar menu click File > Run and type the utility name *unhidetaxforms.

When these menu options are unhidden, these installations will get the same warning message to say that ‘starting in 2014…no longer supported’.

Note: After the 2013 Tax Filing Year, Sage will no longer be providing W-2, 1099 and 941 form changes in the standard Sage 100 product. You will be able to use eFiling and Reporting feature, which allows you to either print W-2, 1099 and 941 forms directly to your printer and/or eFile directly to applicable tax agency through Aatrix.

via: Sage 100 ERP – 2012 Year End Frequently Asked Questions

How to delete forms and reports in Sage 100 ERP

June 20, 2012 by Wayne Schulz

Version(s): 4.x

Problem / Description:

How can form codes be deleted in Sage 100?

In some cases deleting them from the Library Master – Setup – Report Manager does NOT remove them from the list of available forms in various tasks (i.e. Check Printing)

In some cases these forms aren’t listed in Report Manager so it’s not possible to try to delete them

Resolution:

References to the form code must be removed manually:

Expand Modules, Library Master, and Utilities. Double-click Data File Display and Maintenance (DFDM).
In the File Name field, select the …\MAS_SYSTEM\SY_ReportSetting.M4T file.
Delete the key associated with the form code. Repeat this step for the following files:
SY_ReportOption.M4T
SY_LastFormUsed.M4T
In Windows Explorer, browse to the …\MAS90\MAS_xxx\Reports\ folder.
Delete the folder associated with the form code.

Note: Review the SY_Company file in DFDM and match the Company Key with the company name to determine the correct records to delete. As always, make a backup prior to making changes to files in DFDM.

Date Created: June 19, 2012
Created By: Wayne Schulz
Source: SC/KB
Updated: June 19, 2012

Where Are Forms And Reports Stored in Sage 100 ERP?

May 25, 2012 by Wayne Schulz

Have you ever wondered where Sage stores the forms and reports used by the program? This information can be handy to know if you are modifying these forms/reports outside of the Sage 100 ERP program

Heres the scoop:

– The original standard forms and reports are in \MAS90\REPORTS

– After a STANDARD form or report is printed – they are stored in \MAS90\MAS_XXX\REPORTS\NAME\STANDARD (Where XXX = the there character Sage 100 ERP company code).

– Forms or reports that you save to a different code are stored in \MAS90\MAS_XXX\FORM OR REPORT NAME\FORM OR REPORT CODE

– LEGACY MODULES:

– Original forms are in \MAS90\REPORTS

– After printing – \MAS90\REPORTS\###-### (all users, all companies)

– After printing – \MAS90\REPORTS\###-XXX (all users, specific companies)

2016 W2 and W3 Forms – Sage 100

2016 1099/1096 Forms – Sage 100

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