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Answers To The Top 16 Questions About Closing The Year for 2021 within Sage 100

January 7, 2022 by Wayne Schulz

You have questions about closing the year for payroll and 1099 processing. Sage has answers. And those answers have been compiled into a great frequently asked questions knowledgebase article covering year-end 2021 closing.

If you’ve ever asked yourself any of these questions – then read the answers in the Sage KB 114052 which was just issued on 1/7/2022.

In order to process year-end, you should be on Sage 100 version 2019.5 or higher with the latest product update. Payroll users should be on payroll 2.22.x.

The article does address the question of whether you can run year-end from an unsupported version of Sage 100. The answer is that while year-end may appear to run properly you cannot be guaranteed of compatibility with the latest eFiling unless you are on a currently supported Sage 100 version.

What updates do I need for payroll year-end? ( and do I need to update to Payroll 2.22.x ? )
What updates are needed for AP year-end / 1099 forms?
Can I run W2 forms from an unsupported Sage version ( Spoiler: Maybe but no promises )
Can I run payroll for January 2022 before running period-end processing for payroll year 2021 in new sage 100 Payroll 2.0?
Do I need to run my W2 forms before I run period-end processing?
Do I need to create a year-end copy company ?
In the past I’ve been instructed to run W2s from a year-end copy company, is this still accurate?
What is the new 2020 W4 form for?
Can I reopen a closed payroll quarter/year?
Do I need to be active on a payroll support plan to run W2s and other year-end forms?
Should the 2.22.0 payroll update be installed before or after closing 2021 and running W2s?
How do I run NEC 1099 forms and what is required?
How do I correct tax amounts on prior payroll checks during the year?
Year-end processing appears to be hanging or running very slowly
Getting error “Payroll expiration date is invalid” or user is locked out of payroll module
Do I need to purchase forms when printing W2s and 1099s from Sage Federal and State Tax Reporting?

This is some of the most timely information you can find about closing the year and printing W2s and 1099s from within Sage 100.

In almost all cases you should be on the most currently supported version of Sage 100 along with the latest product updates to ensure maximum compatibility.

Some of the functionality from older unsupported versions of Sage may appear to work until you go to print forms or interface with electronic filing.

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What Are The Minimum Versions to Process 1099 and W2 Forms in Sage 100 for 2021?

October 19, 2021 by Wayne Schulz

Sage has updated guidelines on the minimum supported versions to perform year-end for 2021 in Sage 100.

These versions are required for anyone printing tax forms 1099 or W-2 although there are certainly other “ticking time bombs” associated with staying on an unsupported release of Sage 100 – namely pending discontinuation of TLS 1.0 and lack of an upgrade path for the paperless office Amyuni drivers.

Sage 100 minimum supported versions for year-end:

Payroll

Payroll Tax Update (release 12/14/2021). 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.

Sage 100 Payroll 2.22.0 (release 12/2021)

Sage 100 Payroll 2.21.3.0 with PR6032-T Hotfix for the 941

Note – October 2021 – 1099-NEC Form Layout for the 2021 Tax Filing Year: 1099 NEC form (Copy A) has been redesigned for the year 2021 by the IRS to 3/page instead of 2/page as in the year 2020

Accounts Payable 1099’s
Sage 100 2021.2 (7.00.2.0) no IRD needed
Sage 100 2020.4 (6.20.0.4) no IRD needed
Sage 100 2019.5 (6.10.5.0) plus IRD for 2021
Aatrix year-end update will be released mid-December (before 12/20/21).

Sage 100 Year-End Resources for 2021

Sage City year-end center

Sage Checks & Forms ( Please note the 1099-NEC layout change for filing year 2021 )

How To Reprint W2 Forms from Sage 100

June 21, 2021 by Wayne Schulz

If you need to reprint an employee’s W-2 form from a prior year you’ll be happy to know that this is easily accomplished in Sage 100 payroll.

Unlike in legacy versions of payroll, Sage 100 payroll now retains historical information which enabled the re-printing of W-2 tax forms from prior years without needing to switch Sage 100 company codes.

From the Sage KB here are the steps:

Start by switching to Sage 100 Payroll

Select Payroll, Period End
Select Federal and State Tax Reporting
Select Existing Report
Select the W2 form, Edit, Reprint completed W-2s
Print either: (a) All, (b) Selected or (c) Locally sorted copies
Next – Reprint Employee options ( A) All, (B) Select or (C) Instructions Only

If you find yourself frequently reprinting W2 forms you might want to select one of the Aatrix options where Aatrix prints, mails and allows employees to access their W2 forms online. This might relieve your accounting department of the need to reprint and research prior year W2 forms for employees.

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.

Sage 100 Box 13-Retirement Error When eFiling

December 30, 2016 by Wayne Schulz

Several of my 90 Minds Group members have encountered an issue when processing Sage 100 payroll for year-end 2016. Specifically this error appears when transmitting W-2 information via the e-Filing / Aatrix integration within Sage 100.

The message appears as below:

If Box 13-Retirement is checked, then box 12D or 12E or 12 AA or 12 BB must be greater than $0.00 [ x error(s)]

According to Aatrix, the error is not a fatal error but is displayed to warn that data is being entered in a manner inconsistent with IRS guidelines. There are no plans to fix. Please check with your tax advisor about the proper entry fo the data. If advised by your tax advisor you should be able to skip the error and continue processing by clicking “Continue without correcting”

Payroll

Sage 100 Year-End Resources for 2021

2016 W2 and W3 Forms – Sage 100

2016 1099/1096 Forms – Sage 100

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