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.

Sage 100 Payroll: Tax Liability Report Does Not List Additional Medicare and SS Tips

December 15, 2021 by Wayne Schulz

Users of Sage 100 Payroll 2.x should be aware of this issue which has just been listed by Sage as KB 113767.

Additional Medicare over $200k (.9%) and the ER & EE SS tips are not on the tax liability report.

Although Sage does not list a specific Payroll version this issue applies to, it’s likely that it is relevant to users of Payroll 2.21.3 released in October 2021.

Beginning with payroll version 2.x, all updates for the payroll module are applied separately from updates for the core Sage 100 accounting product.

Please check back with the KB listed above for the latest updates. It’s likely Sage will quickly release a fix for this reporting issue and you’ll be able to apply a hotfix prior to the year-end.

Sage Releases Payroll 2.21.3 for Sage 100

September 15, 2021 by Wayne Schulz

Sage today released the latest update ( v2.21.3 ) to payroll for Sage 100.

New payroll features include a gender identity field within employee maintenance to help California employers comply with the state’s pay data reporting requirements. The options are male, female, non-binary, and not reported.

Resident and non-resident wage and tax amounts are now broken out separately when running payroll tax calculations. The separate fields display on the employee tax history detail and employee tax history detail drill down windows.

For a complete list of new features please review the What’s New in Sage 100 Payroll 2.21.3.

To download the latest payroll 2.21.3 update visit this link.

Form 941 For Q2 2021 Includes 23 Changes

July 7, 2021 by Wayne Schulz

eFiling and tax solution provider Aatrix has outlined the 23 changes to the IRS form 941 for Q2 2021. These changes impact part 1 and part 2 of form 941 which is required to be filed for payroll periods ending on or after June 30, 2021.

The changes to the 941 form include 10 new lines and 13 updated lines. Aatrix provides the tax filing integration used by Sage 100 and allows for both printing and e-filing of payroll returns using the most up-to-date forms.

For a complete list of the changes which Aatrix has made to their 941 forms / e-filing for Q2 2021 visit this link.

Follow these instructions to update your Sage 100 payroll forms via Aatrix. Please note that you must be on one of the Sage 100 versions below in order to update to the latest forms from Aatrix:

Sage 100 2019.5
Sage 100 2020.2
Sage 100 2021

Is Your Sage 100 Payroll Year-End Processing Slowly?

January 5, 2021 by Wayne Schulz

Are you closing your Payroll module in Sage 100 and notice that it’s taking a long time? This may be even more pronounced if you were previously using an older version of Payroll and upgraded to Sage’s Payroll 2.x.

According to Sage:

In “legacy” Sage 100 payroll (versions 2017 and older), data tables holding quarterly and YTD numbers were simply reset by the program and completely cleared out. Only the Perpetual History and the efiling data tables would retain detailed information on prior-year payroll amounts.

In “Payroll 2.0” (Business Framework coding, versions 2018 and newer), all data tables track much more detailed information and it is retained in all tables year over year. When year-end processing is run in these newer versions, the program must comb through the many detail records and purge only those records older than the required retention setting as set in Payroll Options. Large amounts of employee data and history will cause a lengthier processing time, and many customers have reported longer processing time the first year-end that is run in the new version.

Sage further advises you not stop any period end while it’s in processing. You should allow the process to finish because stopping midway through risks data corruption.

The latest Sage 100 Payroll 2.21 may be downloaded from here ( login required )

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