Payroll Requirements for Year-End 2023

September 6, 2023 by Wayne Schulz Leave a Comment

Sage has issued the following support article – Payroll and 1099 compatibility for Sage 100 – which outlines the minimum versions required for FYE 2023 payroll and 1099 form processing.

Due to compatibility issues with the latest software provided by Sage’s tax reporting partner, the Sage 100 Payroll 2.24 release and 1099 update scheduled for December 2023 will not be compatible with versions of Sage 100 before 2020 (6.20.0).

Specifically, payroll customers and those utilizing 1099 functionality running Sage 100 versions 2018 and 2019 must upgrade to a supported version of Sage 100 to install the Payroll 2.24 release and the latest tax form updates.

Important Note: Customers running unsupported legacy payroll versions do not have the option of a separate payroll installation and are not impacted by this change.

Effective with the release of Payroll 2.24 (scheduled for December 2023), payroll and 1099 customers on versions 2018 and 2019 will need to be running one of the following versions of Sage 100 to install the latest release of Payroll and 1099 forms:

2023.x
2022.x
2021.x
2020.x

Customers not running a compatible version of Sage 100 will experience a failure of the Payroll update installation and the inability to generate 1099’s, W-2’s or associated tax reporting documents.

Starting with our 2024 Payroll release, Sage will have an n-3 support policy for payroll updates, meaning the update will be compatible with the latest and three prior versions of the Sage 100 software.

Sage 100 Knowledgebase Updated

July 7, 2023 by Wayne Schulz

Sage is notifying Sage 100 customers that they’ve updated their knowledgebase with what they describe as a facelift.

This update appears to be live and can be accessed at the following URL:

Sage 100 Knowledgebase – https://sagekb.com

Sage Partners – Update Your Links

Update: Sage appears to have changed the link within the partner portal. Sage partners should note the new URL – https://sagekb.com.

Each knowledgebase article will have a new URL, so you may need to change any older bookmarked URLs. According to Sage, downloads should remain accessible at their prior URLS.

Sage 100 2023 LM7200T Patch Released To Resolve Prerequisite Issue

May 10, 2023 by Wayne Schulz

Sage released a patch for Sage 100 2023 which resolves an issue for Sage 100 Standard – now referred to as Sage 100 Stand-Alone or Sage 100 LAN – where unspecified prerequisite files failed to install as part of the workstation setup.

The resolution is to download LM7200T from the Sage KB and then install to the server and re-run the workstation setup.
A more complete description of the issue is available here (pdf).

When Will Sage 100 2023 Be Released?

March 30, 2023 by Wayne Schulz

Based on a recent post to the company’s knowledgebase, the next release of Sage 100, version 2023, has been slated for April 27, 2023.

Update: Sage 100 version 2023 was released in April 2023 – here’s what’s new in Sage 100 2023

Sage recently noted some additional updates expected to be released around the time of the Sage 100 v2023 version. The following versions are all slated for April 2023 release – presumably around or on the same date as the version 2023 release.

Sage 100 2022 Product Update 3 (7.10.3)
Sage 100 2021 Product Update 6 (7.00.6)
Sage 100 Payroll 2.23.1

Sage has yet to release a list of expected new features publicly. Once this information is released, it will be cataloged online at Sage 100 Product Documents.

Beginning in October 2023, Sage announced their licensing servers would be updated to exclusively use the more secure TLS 1.2 (or higher) protocols.

Beginning in December 2023, Sage will require payroll users to be on one of the following Sage 100 versions:

2023.x
2022.x
2021.x
2020.x

Users not on one of the compatible Sage 100 versions shown above cannot install payroll update 2.24 required for year-end tax reporting. Beginning with the release of payroll 2.24, Sage announces they will support the current and three prior versions of Sage 100 for payroll users.

Minimum Sage 100 Versions for E-Filing for Tax Year 2022

November 29, 2022 by Wayne Schulz

In order to process electronic filing for the tax year 2022 using Sage 100, your company will need to be on the following minimum release levels.

Accounts Payable Minimum Versions For 2022

To file form 1099s, you must be using one of the below versions of Sage 100 as well as apply the IRD ( Interim Release Download ), which includes updates for the 2022 tax filing season

Sage 100 2022.0 – 2022.2 (7.10.0 – 7.10.2) plus IRD (Due: 12/15/2022)
Sage 100 2021.3 – 2021.5 (7.00.3 – 7.00.5) plus IRD (Due: 12/15/2022)
Sage 100 2020.5 – 2020.6 (6.20.5 – 6.20.6) plus IRD (Due: 12/15/2022)

Payroll Minimum Version for 2022

To file form W2 and related payroll tax forms – either printed or electronically – you must be on the following minimum payroll version.

Sage 100 Payroll 2.23.0 (Due: 12/15/2022)

Payroll Tax Update

Tax information is maintained in CLAD (Sage tax cloud), and system table changes will be pushed down via the Payroll Tax Update utility within the software.

Aatrix E-Filing for Sage 100

Sage 100 uses Aatrix for tax form printing and e-filing. Expect a year-end update to be released mid-December (before 12/20/22)

Year-End Processing Resources for Sage 100

For more information on how to prepare for year-end 2022 in Sage 100, please visit the Sage Knowledgebase article 49810.

For a summary of the changes to the 2022 Form 1099-MISC and Form 1099-NEC, please visit Form Changes for 1099-MISC and 1099-NEC For the Year 2022.