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Sage ERP MAS 90 and 200 2011 Year End Frequently Asked Questions (W-2, 1099, Tax Tables, IRD)

November 7, 2011 by Wayne Schulz

Sage have just released their MAS90 and MAS200 2011 frequently asked year end questions.

This list of 24 common questions about year end processing reveals several interesting bits of information:

1099 Reporting with MAS90 and MAS200

For AP 1099 Reporting, there are no changes, so no IRD is required. If you performed 1099 reporting last year, using Sage ERP MAS 90 or Sage ERP MAS 200 you should have all the programs you need to process 1099 reporting this year. The following are the minimum versions you must be running for 1099 filings

Versions 4.40.0.1 and lower must have last year’s IRD (Interim Release Disk) installed

Is an IRD required to print 2011 W2 forms with MAS90 or MAS200?

Yes. Customers running Payroll must install the 2011 year-end IRD. 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 year-end IRD.

I am running payroll on MAS90 or MAS200 4.5 – do I need to download the IRD?

No. All of the program changes included in the IRD are also included in 4.5. However, you will still need to download and install the Q1 2012 Tax Table Update before processing your first payroll for 2012.

Do I need to download the MAS90 2011 IRD if I’m using the Federal and State eFiling and Reporting feature?

Yes, if you choose to use Sage ERP MAS 90 and 200 version 4.3 or 4.4 Federal and State eFiling and Reporting, you will need to apply the IRD.

When will the year-end Sage ERP MAS 90 and 200 Federal and State eFiling and Reporting updates be available?

On December 20, 2011, you will be able to access Federal and State eFiling and Reporting within the Payroll module
to update your W-2s. Also using eFiling and Reporting, you’ll be able to update your 1099s for year-end 2012 within
the Accounts Payable module. Simply access eFiling and Reporting within Sage ERP MAS 90 and 200 after December
20, and the system will prompt you to apply the online automated update.
Throughout the year, quarterly updates for Federal and State eFiling and Reporting are generally available on the
twentieth of the last month of each quarter unless that date falls on a weekend. If it falls on a weekend, they will be
made available on the last business date before the twentieth.

When will the year-end Tax Table Update (TTU) and Interim Release Download (IRD) for Sage ERP MAS 90 and 200 be made available?

It will be available as a download from Sage Online, Sage ERP MAS support section; access it by using the upper right
corner “Log On” from www.SageMAS.com. This download will ensure that you will have the most up-to-date tax rates for
the new tax year. Since Sage must wait for states to announce tax rate changes before we can create the new tax tables,
and legislative tendency is for last-minute changes, we’ll also update as necessary through January 2012. Subsequent
quarterly TTU releases will be posted in the same location

How can I obtain the TTU or IRD if I do not own a current Sage Business Care Plan?

You must be a customer with a current Sage Business Care plan, a business partner with a current Sage Business
Partner agreement, or a Sage Accountants Network member with a current membership agreement in order to access
Sage Online, Sage ERP MAS Support. Click there by using the upper-right corner “Log On” from www.SageMAS.com
and download the TTU or IRD. If your plan or agreement has expired, please contact our Sage Business Care department
for customer renewals at 866-709-2432, Business Partner renewals at 800-854-3415, and Sage Accountants Network
enrollment at 866-565-2726.

I’ve never been to Sage ERP MAS support, and I don’t know if anyone else from my company has either. What do I do
to get a logon and access the information I need?

If you do not have a current logon to Sage ERP MAS support, go to the following URL and click on the Register Now link:
www.sagesoftwareonline.com/eServices. You’ll need your Sage account number to register. Please note that to access
the support tools of Sage ERP MAS support, you must have a current agreement or subscription plan with Sage. If you
have issues with obtaining a logon, please email us at tools.na@sage.com for assistance.

Previously, I’ve filed employees W-2s through Magnetic Media. Are there any changes

The Social Security Administration will not accept W-2 information from employers on any type of magnetic media. Instead,
it requires electronic filing of W-2 information. Sage ERP MAS 200 for SQL version 3.74 Magnetic Media module and Sage
ERP MAS 90 and 200 versions 4.2, 4.3, and 4.4 Electronic Reporting module will allow you to create an EFW2 format file for
uploading to the SSA’s website (www.ssa.gov/employer). The EFW2 file is formatted to the SSA’s Electronic Filing specifications
provided the applicable IRD has been downloaded from Sage Online and properly installed on your system. The file will be
created in directory EFW2/”company code” as file name “W2REPORT.TXT.”
Some states may still accept magnetic media filings; please check the information your state has provided to you for its
policies. If your state accepts magnetic media filings and uses the Federal EFW2 format, you can use the Electronic Reporting
module to create the media for your state filing.

Does the IRD contain changes to Payroll to support the Cost of Employer-sponsored health coverage reporting?

Yes. Although reporting this information is not mandatory for employers until filing reports for 2012, the ability to include Code
DD on Form W-2 Box 12 is included in this IRD.

Does the IRD contain changes to Payroll to support Designated Roth Contributions under Governmental Section 457

Yes. The ability to include Code EE on Form W-2 Box 12 is included in this IRD.

I am running Sage ERP MAS 90 or 200 version 4.2 or Sage ERP MAS 200 SQL v 3.74. Is there anything else I need to
know regarding Payroll support?

The Q1 2012 Tax Table Update and Year-End IRD are that last ones that will be available for versions 3.74 and 4.2. You must
upgrade to a more current version of software in order to receive future TTUs. Please see the Sage ERP MAS 90 and 200
Supported Versions listing posted on Sage Online. Log onto Sage Software Online, click the link to Sage ERP MAS 90 and 200
Support. In the Compatibility section, click the Support Versions link

Will I be required to print my W-3 on the red, preprinted form when using Federal and State eFiling and Reporting?

The Federal W-2s and W-3s are not required to be printed on the official form. We have incorporated an approved substitute
that can be printed on plain paper with an inkjet or laser printer. It should not be printed on red paper. You can identify the
approved form by looking for the numbers 0000/1048 under “year” on the W-2 form and in the For Official Use Only box on
the W-3. These forms are approved for use by the Social Security Administration and conform to the IRS Publication 1141 as
required.

MAS90 and MAS200 Year End 2011 FAQ – Payroll, Accounts Payable, W2, 1099

MAS90 and MAS200 2010 IRD Tax and Reporting Update Instructions (How To)

December 27, 2010 by Wayne Schulz

Sage North America have released their IRD (Interim Release Disk) which contain year end program changes for Accounts Payable and Payroll modules. These changes add functionality to the ERP system which allow for processing according to updated federal and state government regulations concerning 1099, W-2 and other tax forms.

The IRD contains year end program changes for AP and PR and common files for the following versions:

Sage ERP MAS 90 / 200 Versions 4.40
Sage ERP MAS 90 / 200 Versions 4.40 with PU 1
Sage ERP MAS 90 / 200 Versions 4.40 with PU 2
Sage ERP MAS 90 / 200 Versions 4.40 with PU 3
Sage MAS 90 / 200 Versions 4.30 with SU 17
Sage MAS 90 / 200 Versions 4.30 with SU 18
Sage MAS 90 / 200 Versions 4.30 with SU 19
Sage MAS 90 / 200 Versions 4.30 with SU 20
Sage MAS 90 / 200 Versions 4.20
Sage MAS 90 / 200 Versions 4.10
Sage MAS 90 / 200 Versions 4.05
Sage MAS 90 / 200 Versions 4.00
Sage MAS 90 / 200 SQL Versions 3.74
Sage MAS 90 / 200 SQL Versions 3.73

Payroll Update 2nd Quarter

If you have installed the Product Update 3 for version 4.40 these changes have been included in the final released product.

A download with payroll updates for Federal 941 2nd quarter 2010 was made available via the website. This payroll update included adding a new data table, program and form changes to adhere to the Federal requirements under the 2010 Hire Act used for reporting employer exemptions for qualified employees. If you have installed the Product Update 3 for version 4.40 these changes have been included in the final released product.

Some changes included in the Payroll Update.

Qualified (W-11) checkbox added to employee maintenance.
PR_QExxx.soa data table.
Update and 941 program change logic.
2010 2nd QTR 941 form change logic.

Note: For details refer to PR3035-KBA available on
http://www.sagesoftwareonline.com/eServices/Main/frmLogin.aspx

Electronic Reporting for MAS90 and MAS200

1099 Electronic Reporting has been modified according to the Internal Revenue Service’s 2010 Publication 1220.
W2 Electronic Reporting has been modified according to the SSA 2010 Specifications for Filing Form W-2 Electronically.

Qualified Employee Worksheet and Report

A Qualified Employee Worksheet and Report has been installed to the reports directory. This report is a visual display of the PR_QExxx.soa table that was created to capture data for reporting of qualified employees.
The report only displays for employees that have been selected as Qualified in employee maintenance.
The amounts on this report do not reflect the FICA limits.
The number of qualified employees per quarter is calculated at runtime. This number is not retained in a data file when printing the 941.

To download the latest Sage MAS90 and MAS200 IRD visit the Sage Software Online Support Site (valid maintenance subscription and login required)

Sage ERP MAS90 and MAS200 Year End 2010 Reporting Tips and Instructions (W2, 1099, Closing, Tax Tables)

Sage ERP MAS 90 & MAS 200: 2010 Year End FAQ – Payroll, 1099

November 16, 2010 by Wayne Schulz

Sage Software have just published their 2010 year end frequently asked questions about payroll and 1099 processing. This 6 page guide contains answers to the following questions:

1. Do I need to download the 2010 Interim Release Download (IRD)?

2. Do I need to download the 2010 IRD if I’m using the Federal and State eFiliing and Reporting feature?

3. When will the year end Sage EPR MAS 90 and MAS 200 Federal and State eFiling and Reporting updates be available?

4. When will the year end Tax Table Update (TTU) and Interim Release Download (IRD) for Sage MAS 90 and MAS 200 be available?

5. Will I be required to print my W-3 on the red, preprinted form when using Federal and State eFiling and Reporting?

6. How will the year end Tax Table Update (TTU) and Interim Release Download (IRD) for Sage ERP MAS 90 and MAS 200 be made available to Customers, Business Partners or Sage Accountants Network members?

7. I do not have access to the Internet from my Sage ERP MAS 90 or MAS 200 server. How can I obtain the year end Interim Release Download program update and TTU to install them on my server?

8. How can I obtain the TTU or IRD if I do not own a current Subscription plan?

9. I’ve never been to Sage MAS Supprot, and I don’t know if anyone else from my company has either. What do I do to get a login and access the information I need?

10. After I downloaded the TTU and IRD, do I install it on my workstation or on my server?

11. We file Local Withholding Tax on our W-2s and we’re using Federal and State eFiling and Reporting, what extra steps do I need to take?

12. What changes were applied to the Electronic Reporting Module?

13. Previously, I’ve filed employees W-2’s via Magnetic Media. Are there any changes?

14. I’m supposed to electronically file my W-2s in the EFW2 format, so why does Sage ERP MAS 90 and MAS 200 show a MMREF-1 format?

15. For companies who must print 1099 forms, are changes required this year?

16. I was formerly required to file Form 1099’s via Magnetic Media, but now need to file 1099’s via Electronic Reporting using the Internet. What do I need to know?

17. Where can I find information on how to do year end processing for any module?

18. Where can I purchase W-2 and 1099 forms 100% compatible with my Sage ERP MAS 90 and MAS 200 software?

19. I have an Extended Solution enhancement. Will I need to update it after installing the 2010 Interim Release Download?

20. I am using Sage ERP MAS 200 SQL 4.45 and need to file 1099s. What do I need to do?

21. Does the IRD contain changes to Payroll to support the Qualified Employee Reporting as allowed by the HIRE Act?

22. What is new in eFiling and Reporting this year?

23. Will the IRD be included in a Product Update or Service Update?

Sage MAS 90 and 200 2010 Year End FAQs 11-15-10

MAS90 and MAS200 Year End 2009 Payroll Tax News

December 11, 2009 by Wayne Schulz

MAS90 and MAS200 Year End News (aka No news Is Good News)

Here’s the latest on changes for your 2009 FYE

Sage MAS 90 and 200 Year-End Updates

Sage MAS 90 and 200, 2009 year-end changes are limited to the 1099 portion of Electronic Reporting (formerly Magnetic Media Reporting) and form printing of W2s for New Jersey Family Leave Insurance Disability Insurance Private Plan Numbers.

When using Sage MAS 90 and 200 version 4.3 Federal and State eFiling and Reporting, you will no longer need to apply the IRD for 1099 or W2 printing, or Electronic Reporting. However, you will still need to download and install the Q1 2010 Tax Table Update.

We expect that on December 18 you will be able to access Federal and State eFiling and Reporting within the Payroll module to update W-2s or 1099s, and for updates to 1099s from the Accounts Payable module. Simply accessing eFiling and Reporting within Sage MAS 90 and 200 will prompt you to apply the online automated update.