year end | Schulz Consulting

Sage 100 ERP Tax Tables, Interim Release, W2 Form Changes Now Available

December 23, 2013 by Wayne Schulz

If you’ve been waiting for the tax table updates from Sage for your Sage 100 ERP (formerly MAS 90 or MAS 200) be advised you can now download these from the Sage portal (in keeping with prior years there are NO disks sent by mail).

IRD (Interim Release Download): Interim Release Download contains the Year End program changes for Payroll, Accounts Payable and Electronic Reporting modules. It also contains necessary program changes for eFiling and Reporting.

TTU (Tax Table Update): Tax Table Update contains changes to applicable Federal and State withholding tax tables and wage limits, State Disability percentages and/or limits and State unemployment limits.

2013 IRD – Supported Versions:

4.40.0.1 – 4.40.0.10
4.50.0.0 – 4.50.0.7
2013 PU 3 – 4

IMPORTANT: This is the last year that Sage will issue an IRD or W2 form changes. Next year in December 2014 you will use the Sage Aatrix for both form printing (1099 and W2) as well as electronic filing (The electronic filing module is replaced by Sage Aatrix).

Resources:

List of changes represented in the IRD for 2013 (pdf)

Frequently Asked Questions about FYE 2013 Filing

List of changes represented in the tax table update for 2013 (pdf)

Sage 100 ERP 2013 Year End Resource Page (Login to Sage Required – Partners or Customers)

Sage 100 ERP Tax Tables and IRD For 2013 Due December 20, 2013

November 15, 2013 by Wayne Schulz

Sage this week have updated some information about when their updated tax tables and year-end interim release will be available for payroll users. Expect both of these downloads to be made available on December 20, 2013.

According to their site:

The Tax Filing Year 2013 is the final year Sage will maintain and support the 1099 form in Accounts Payable, the W-2 and 941 forms in Payroll and the Electronic Reporting (formerly Magnetic Media) module.

As of Tax Filing Year 2014, customers will be able to print and/or eFile 250+ signature ready State and Federal tax forms from within the Sage 100 ERP integration to State and Federal eFiling and Reporting, powered by Aatrix, additional fees apply for eFiling services only.

Note for Payroll customers: We will continue to maintain and provide Payroll Tax Table Updates (TTU) for applicable supported versions.

Federal & State eFiling & Reporting powered by Aatrix, year-end updates will be released December 20th. Simply access Federal or State eFiling and Reporting from within Sage 100 ERP and the system will prompt you to apply the automatic update.

The 2013 Interim Release Download (IRD) and 2014-Q1 Tax Table Update (TTU) are scheduled to be posted by December 20th, remember to check back on the Sage Portal throughout the month of January for any last minute tax table updates.

Link

Closing The Payroll Year in Sage 100 ERP (Reminders)

December 31, 2012 by Wayne Schulz

It’s that time of year when companies using the Sage 100 ERP payroll module go through the routine of closing out their payroll year. The (somewhat) tricky part of closing payroll is that you must print your W2 forms prior to updating Sage 100 ERP tax tables and beginning a new payroll year.

What most users have found works well for them is to create a separate newly created backup company within Sage 100 ERP (fka MAS90 or MAS200) and copy their live company to the backup company (here’s how).

Once the data is copied you can close the live company and load tax tables and IRD (where required) for processing in 2013.

When ready to print the W2 forms simply use the backup company code created above (remember that in most cases you must first restore any changed FICA/Medicare limits).

Closing Sage 100 ERP Payroll Year End

Year End Closing Tips for Sage 100 ERP (formerly MAS 90) – Special Newsletter

December 6, 2012 by Wayne Schulz

Our special year end newsletter for Sage 100 ERP (formerly known as MAS90 or MAS200) users is now available. In this issue we explore tips and tricks for closing every module – including the order in which they should be closed.

Are you following best practices by creating year-end archive companies? If not – we will show you how to use the built-in features that allow Sage 100 ERP to quickly create backup copies of your live data. These copies of data are especially helpful for anyone using the payroll module since you can refer back to the archived companies throughout the year as your employees request copies of W2 and other forms which they may have lost.

This issue also has information on the payroll tax updates and provides information about when and how to apply them to your system to meet new IRS and state tax guidelines.

Sage 100 ERP Year In Review – 2012 Closing Tips (PDF)

Sage 100 ERP (formerly Sage ERP MAS 90 or MAS 200) Payroll 2012 Year End FAQ

December 5, 2012 by Wayne Schulz

Sage have just released their annual frequently asked questions for year end payroll processing. This document provides links to the needed tax tables as well as IRD (interim release disks) which may be needed prior to running payroll for the last time on Sage 100 ERP.

There is also a handy list of every Payroll Extended Solution which needs to be updated after loading the 2012 IRD for Sage 100 ERP (formerly Sage ERP MAS 90 or MAS 200).

Tax Table Update, Payroll, Electronic Reporting, and Accounts Payable

2012 Year-End Frequently Asked Questions
December 17, 2012

IRD (Interim Release Download): Interim Release Download contains the Year End program changes for Payroll,
Accounts Payable and Electronic Reporting modules. It also contains necessary program changes for eFiling and
Reporting.

TTU (Tax Table Update): Tax Table Update contains changes to applicable Federal and State withholding tax tables and
wage limits, State Disability percentages and/or limits and State unemployment limits.

1. Do I need to download the 2012 IRD for AP 1099 Reporting?

Yes, customers running Accounts Payable must install the 2012 year-end IRD. There are AP 1099 form changes included
in 2012 IRD. The following are the minimum versions. If you are not at least on the minimum version, you must add the
required product update to get to the minimum before installing the year-end IRD.
• 4.40.0.1: must have last year’s (2011) year-end IRD installed or PU 8
• 4.50.0
• 4.50.0 SQL
Note: The 2012 IRD is included in versions 4.50 PU5 and 2013 PU1

2. Do I need to download the 2012 IRD for Payroll W-2 reporting?
Yes, even though there are no W-2 form changes in the 2012 IRD, you must install the 2012 IRD in order to use eFiling
and Reporting, also to install the necessary program changes required when 2013-Q1 TTU is installed. The following list
contains the minimum versions required. If you are not at least on the minimum version, you must add the required
product update to get to the minimum before installing the 2012 IRD.
• 4.30.0.18: must have last year’s (2011) year-end IRD installed
• 4.40.0.1: must have last year’s (2011) year-end IRD installed or PU 8
• 4.50.0
• 2013: or install PU 1
Note: The 2012 IRD is included in versions 4.50 PU5 and 2013 PU1, which are scheduled to be released around
December 10
th
. Customers running version 4.50 can install either the 2012 IRD or PU5 but are not required to install both.
Customers running version 2013 can install either the 2012 IRD or PU1 but not required to install both.

Download 2012 Sage 100 ERP Payroll FAQ (pdf)

Tax Table Update, Payroll, Electronic Reporting, and Accounts Payable

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