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Sage Releases IRD for 2021

December 15, 2021 by Wayne Schulz

Sage has released IRD for 2021. This year-end update is only for Sage 100 2019.5. Versions 2021.2 and 2020.4 already had the year-end updates added in prior product update releases.

New to this IRD:

1099-DIV form Changes
1099-MISC Form changes

For 1099 tax reporting is updated to version 2.95

  • Form 1099-DIV: Box 2e added for Section 897 Ordinary Dividends
  • Form 1099-DIV: Box 2f added for Section 897 Capital Gain
  • Form 1099-MISC: Box 11 added for Fish Purchased for Resale
  • For 1099-NEC: No changes were made to Sage 100. After the Aatrix update ( est 12/20/21 ), if the payer made direct sales of $5,000 and checkbox in vendor maintenance is selected for the 2021 1099-NEC, an X will print in box 2 of the form
  • 1099-INT: No changes required for 2021

The 2021 IRD can be downloaded from this Sage link and applied to Sage 100 2019.5 ( not needed for 2021.2 or 2020.4 as the changes were incorporated into the product updates for each of those versions ).

There will be an Aatrix update to address and form printing or eFiling changes on or about December 20, 2021.


Filed Under: Sage 100 Tagged With: ird, payroll

Will There Be A 2021 IRD for Sage 100?

September 22, 2021 by Wayne Schulz

During December 2021 there will be an IRD ( Interim Release Download ) for Sage 100 2019. This update will include “1099 Form changes for the tax year 2021 (Applicable for Accounts Payable module only, to support Form 1099 Tax Reporting)” and as noted the IRD ” Requires Sage 100 2019 PU5 (6.10.5) “.

During the month of September updates for Sage 100 v2020 and v2021 appear to have included the above noted 1099 changes. There was no product update released for Sage 100 v2019 which is likely why Sage has scheduled an IRD for only version 2019.

For more information please see this Sage knowledgebase article – Sage 100 Update Release Schedule.

Filed Under: Sage 100 Tagged With: ird, sage 100

There is No Sage 100 IRD for 2020

January 6, 2021 by Wayne Schulz

Sage has updated their support knowledgebase to make it clear that there is no separate IRD ( Interim Release Download ) for Sage 100 2020.

These downloads are typically released in December and include updates to accommodate year-end tax changes.

According to Sage:

There is no end of year IRD (Interim Release Download) for the year-end 2020. This update was not needed for the 1099s as the changes for 2020 were made in the latest versions released with changes to the NEC (NonEmployee Compensation) Forms.

Make sure you have versions 2020.1, 2019.4, 2018.10 installed and the Aatrix forms have been updated.

If you have 3rd party modifications for Production Management or IRP see kb 107739

Changes to the Payroll versions are no longer done for year-end through the IRD but rather the Product Updates for Payroll. Latest version for year 2020 is Payroll v2.21.0.0.

Filed Under: Payroll 2.0, Sage 100 ERP, sage 100cloud Tagged With: ird

Sage 100 and Sage 100cloud 2018 Payroll, Tax and IRD Updates Available

December 19, 2018 by Wayne Schulz

Sage has just released their year-end updates for users of Sage 100 and Sage 100cloud.

These updates contain program fixes which some versions of Sage 100 and Sage 100cloud may need to process the end-of-year.

Please note that if you are using Sage 100 or Sage 100cloud version 2016 that this is your LAST year-end update.

Please consult with your Sage partner prior to installing any updates. Make a backup before year-end processing.

Sage 100 Payroll 2.19 – This upgrade is for users of Payroll 2.x which is installed for Sage 100 2018. – Download

What’s New:

  • Tax Rule Inquiry utility
  • Capped Wages window
  • Payroll employee tax information window
  • Read more in the Payroll Upgrade and Installation Guide found here. Release notes are found here.

Sage 100 IRD for 2018 – This Interim Release Download includes program updates which may be needed to process year-end.  – Download

Must be at one of these minimum versions to install the Sage 100 IRD:

  • 2016.5*
  • 2017.1 or later
  • 2018.2 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 1099-DIVs.

Sage 100 Payroll – Tax Table Update for Q1 2019 – Download

This tax table update (TTU) is available for Sage 100 Standard and Advanced versions 2017 and 2016. If you’re using Sage 100 2018, when the tax update is available, a message will ask if you want to install it when you start a Payroll task. Also, you can use the Payroll Tax Update utility to check for updates.

  • The TTU is required for federal tax filing and for filing in some states. This update impacts payroll tax filing for filing year 2019.
  • The 2019 Q1 TTU should be installed after processing W-2 forms for tax year 2018 and before processing the first payroll in 2019.
  • The 2019 Q1 TTU will be the last TTU for Sage 100 2016.

Here is a list of what’s new in the Sage 100 Tax Table Update Dated December 18, 2018

 

 

 

 

 

 

Filed Under: Payroll 2.0, sage 100cloud Tagged With: ird, payroll, sage 100, tax table, ttu

Sage 100 Interim Release Download (IRD) for 2015 Now Available

December 21, 2015 by Wayne Schulz

 

Sage just released their Interim Release Download for Sage 100 versions 2013 and higher. You may download the IRD here.

A complete list of changes included in the IRD are as follows:

 

Sage 100– 2015 Year End Interim Release Download (IRD) Read Me Notes

December 21, 2015

Important Reminder As of Tax Filing Year 2015, in order to print or electronically file 1099 forms, you will need to
use the following menu tasks:

  • 1099 (MISC, DIV & INT) forms: Accounts Payable > Reports > Form 1099 eFiling and Reporting
    TIP! A user guide on how to process 1099 forms can be downloaded from the Sage Support Portal at
    https://Support.NA.Sage.com. Once logged into portal, in the Search field type 53295 and click Search button.
    Please make sure the appropriate person who processes 1099 forms in your company is aware of this
    important change.
  • You must install the 2015 IRD on the server to the …\MAS90 directory and you must also install the year end eFiling
    (Aatrix) update before processing 1099s for tax filing year 2015.
    The year end eFiling update will be released on Friday, December 18th
  • The eFiling update is installed separately on each workstation that has State/Federal eFiling & Reporting installed. When you access any one of the eFiling and
    Reporting tasks, you will be prompted to install an “Automatic Update”; this will update all applicable form changes. It does not matter which update is installed first, just as long as both updates have been installed before processing 1099s for 2015. For more information, see knowledgebase article How to install, activate, update and uninstall Federal and State eFiling and Reporting (KB ID 18851)
  • The following are the required minimum Sage 100 versions. If you are not at least on one of the minimum versions below, you must add the required product update (PU) to get to the minimum before installing the 2015 IRD.
    • 2013 PU 9
    • 2014 PU 7
    • 2015 PU 3

ACCOUNTS PAYABLE:
The 2015 IRD contains the following enhancements for Accounts Payable:
IMPORTANT TAX INFORMATION: 1099 Form changes were required for the tax year 2015 and have been
incorporated in this update. Maintenance, data entry, as well as certain reports and Form 1099 eFiling and
Reporting have been modified to adhere to the 2015 1099 Miscellaneous, Dividend, and Interest forms as
published by the IRS for the tax year 2015 filings.
 Once the 2015 IRD is installed, the new 2015 boxes will be available for all companies in the installation.
The following changes have been made to accommodate the correct placement of the following
information:

  • 1099-INT:
    o Box 12 is now blank
    o Box 13 is now Bond premium on tax exempt bond
    o Box 14 is now Tax-exempt and tax credit bond CUSIP no.
    o Box 15 is now State
    o Box 16 is State identification no.
    o Box 17 is State tax withheld
  • 1099-MISC:
    o No form changes were required
  • 1099-DIV:
    o No form changes were required
  • Note: If these boxes were previously created (in the SY_1099Setup file) using the SY_1099Maint_UI utility,
    this IRD will overwrite those records in SY_1099Setup, but will not affect any paid-to-date dollar amounts
    already stored for the tax year 2015 in the data file AP_1099VendorPayments. Note if the new boxes were
    manually created using the utility, prior to installing the 2015 IRD, the user should use the
    SY_1099Maint_UI utility to verify that the boxes were created correctly as a text or non-text field (Text
    Field) in the Form 1099 Box Maintenance window, and make corrections as necessary.
     Form 1099 eFiling and Reporting version has been updated to 2.57

Filed Under: Sage 100 ERP Tagged With: ird, sage 100

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