Schulz Consulting

Sage 100cloud Consulting

What Happens If I Don’t Upgrade My Sage 100 Payroll?

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Earlier this week Sage sent the following notice to Sage 100 users who had not yet upgrade from legacy ( Sage 100 2017 or earlier ) Payroll to the new Sage 100 Payroll 2.0.

Sage users who remain on legacy Sage 100 Payroll ( unsupported version 2017 or earlier) may encounter the following issues:

  • No payroll programming changes to meet new tax requirements ( Warning: Not all tax changes can be accomplished by manually updating tax tables )


  • No tax table updates ( During 2018 Oregon implemented a statewide transit tax effective July 2018 ( image above ) which required affected users to move to the current payroll as Sage did not upgrade the legacy program for these changes and there was no easy way to change the tax tables to capture the new tax)
  • Tax tables in legacy Payroll may still be updated manually but some tax changes will require program changes ( see first item above )
  • No further IRD ( Interim Release Download ) which updates Payroll for tax reporting changes – this increases the likelihood that you will be typing out your W-2s instead of printing them through Sage eFiling.
  • Users on legacy Sage 100 Payroll ( version 2017 or lower ) will be unable to upgrade to any higher version of Sage since the current releases ( 2018+ ) all require the latest Payroll update


  • No support for 2020 W-4 changes ( W4 changes explained here – pdf )

Given that payroll requires a high degree of accuracy to remain compliant I strongly advise you to remain current on the latest Sage 100 Payroll release. If you are using Sage 100 version 2017 ( or earlier ) Payroll then you should plan to upgrade before year-end.

Sage 100 Payroll 2.x Compatibility Chart

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Beginning with Sage 100 version 2018 there is a newly updated version of payroll. Known as Payroll 2.x, this version is only compatible with Sage 100 version 2018 and higher.

Sage just updated their compatibility chart to show which versions of Sage 100 remain compatible with various updated to Payroll 2.x.

Sage 100 2019 Payroll 2.x Compatibility

Sage 100 2019 was released on April 2, 2019. Below is the compatibility chart showing which releases of payroll 2.x are compatible with Sage 100 2019.

This chart applies to both Sage 100 2019 and Sage 100 2019cloud. A separate payroll subscription is required to use payroll.

Sage 100 2018 Payroll 2.x Compatibility

Users of Sage 100 2018.x should use the following chart to determine which releases of payroll 2.x are compatible with their Sage 100 2018 release.

Before installing any Sage 100 release ( or product update ) please check with your Sage partner. Ensure that any non-payroll integrations are also compatible with the new release.

Upgrade Sage 100 Payroll Now – More Complex 2020 W-4 Form Possible

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Heads Up: New and potentially more complex W-4 form due by 2020.

This form will seek to eliminate over and underpayments. To do so it may ask for significantly more information from employees, including:

  • Nonwage income, such as interest and dividends
  • Itemized and other deductions
  • Income tax credits expected for the tax year
  • For employees with multiple jobs, total annual taxable wages for all lower paying jobs in the household

For now, this is still being reviewed with the next draft due around May 2019. The goal is to have an updated W-4 for the 2020 tax season.

From USA Today:

The new form referenced up to 12 other IRS publications to fill it out. It was so complex and different from the previous W-4 form that Ernst & Young worried employees would struggle to fill it out correctly and employers may need to offer training beforehand.

This is a very good reason for payroll users who have not upgraded from older versions to move to Payroll 2.x ASAP since it’s unlikely the older Sage payroll will be updated to manage a more complex federal tax computation.

Sage 100 Payroll 2.19.2 was released on April 2, 2019 and is compatible with Sage 100 2018.1 and higher. For more information on the latest Sage payroll release visit this site.

Sage 100 Federal Withholding Tax Tables for 2019 Released (12/27/2018)

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Sage just released the latest payroll tax tables for 2019. This table version 12/27/2018 contains updated federal withholding tables which you can use for the first payroll of 2019.

Generally, you should follow these steps in processing the end-of-year for your Payroll system:

  1. Install the latest IRD
  2. Print W2 and tax forms
  3. Make a backup
  4. Close Payroll for 2018
  5. Install the latest tax table
  6. Process your first payroll for 2019 and double check that correct taxes are withheld

Updated rates include

  • Federal Withholding Tables for 2019
  • Federal Exemption Increase to $4,200
  • Alaska UI wage base increase
  • Hawaii temporary disability wage base increase ( TDI )
  • Hawaii UI wage base increase
  • Illinois personal exemption increase
  • Kentucky standard deductions increase
  • Minnesota withholding tables
  • Missouri withholding tax tables
  • Missouri new filing statuses
  • Missouri standard deductions
  • North Dakota UI wage base change
  • New York withholding tax tables
  • Ohio withholding tax tables
  • Oregon withholding tax tables
  • Oregon standard deduction changes
  • Rhode Island UI wage base change
  • South Carolina withholding tax tables
  • South Carolina dependent exemption increase
  • Utah UI wage base increase

These payroll tax tables are available for the following versions of Sage 100 payroll

  • 2017
  • 2016

For a full list of tax table changes please download this PDF document

 

 

 

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

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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

 

 

 

 

 

 

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Schulz Consulting
Connecticut Office
Phone: 860.931.9363
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Available remotely nationwide.
We are a local branch of DSD Business Systems Connecticut.