Sage 100: New filing statuses are available

Posted By KathleenF over 4 years ago

Audience

Customers using Sage 100 Payroll version 2.18 or 2.19.

Issues

The following highlights some of the changes that may affect your payroll tax calculations beginning in filing year 2020:

New federal filing statuses are available for employees who submit the new version of Form W-4, which has been updated for tax year 2020.
New filing statuses for low income tax brackets are available for the state of Arkansas.

After you install the payroll tax update that was released on December 12, 2019, you will see these new filing statuses in Employee Maintenance. However, unless you have updated your Sage 100 Payroll module to version 2.20, withholding taxes will not calculate correctly for an employee if one of these new filing statuses is selected.
For Massachusetts, the tax for paid family and medical leave has bee separated into two separate taxes:
- MAPFMLWH: The description for this tax has been changed to Massachusetts Paid Family Leave Tax Withholding (Employee paid)
- MAPFMLERLIAB: The description for this tax has been changed to Massachusetts Paid Family Leave Tax ER Liability (Employer paid)
- MAPMLWH: This new tax is for Paid Medical Leave Withholding (Employee paid)
- MAPMLERLIAB: This new tax is for Paid Medical Leave Tax ER Liability (Employer paid)

Required Actions

Upgrade to Sage 100 payroll 2.20, which is scheduled to be released on December 19, 2020. We recommend that you upgrade to version 2.20 before processing your first payroll run in 2020.
Keep in mind that the Payroll module is a standalone installation. You can upgrade the Payroll module without upgrading your Sage 100. Sage 100 Payroll 2.20 is compatible with Sage 100 2018 (with Product Update 2) and Sage 100 2019.
If you have employees who live or work in Massachusetts:
- Manually enter your employer and employee tax rates in Company Tax Group Setup. Use January 1, 2020 as your effective date.
- Update your existing tax profiles to reflect that the Paid Family Leave tax and Paid Medical Leave tax are now two separate taxes.
Review the Payroll Tax Changes in 2020Q1 Payroll Tax Update Guide.
Before processing payroll in tax year 2020, enter your company specific unemployment tax rate with applicable effective date on the Tax Rates tab in Company Tax Group Setup for each state that you process payroll in.

Need help?

Visit the Sage City Customer Resources page at www.SageCity.com/Resources page for additional resources, including links to Sage Knowledgebase, Sage City and Sage University, as well as Live Chat and Online Case submission.

And for year-end tips, updates, and information, visit and bookmark the Sage Year-end center at www.SageCity.com/YearEnd today!

Top Replies

hyanaga over 4 years ago

So does everyone have to upgrade to Payroll 2020, or only if their employees want to use a new Filing Status? Will the old Filing Statuses still calculate in the Tax Calculation with the Payroll Tax Update?
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KathleenF over 4 years ago in reply to hyanaga

The old filing status' will continue to calculate still. However, we still highly recommend installing Payroll 2.20 as soon as possible.
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hyanaga over 4 years ago in reply to KathleenF

Thanks! We are also trying to figure out timing for our clients - do we have to print W2s before upgrading or will they print OK for 2019 even after we upgrade? The timeline is going to be SO short!
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zip over 4 years ago

ATTN: Please note that the new Payroll will likely not properly calculate MA PFML (Paid Family Medical Leave) after installing the latest 12/12 Payroll Tax Update. It appears the four below checkboxes (see ‘before’ and ‘after’ screen-shots) need to be addressed in Tax Profile Maint for each applicable MA-related Tax Profile (although I believe you can’t change a Tax Profile if it’s present in any existing P/R Data Entry). It’s also possible that Company Tax Group Setup needs to be (re-)visited as well.
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KathleenF over 4 years ago in reply to hyanaga

One of the great advantages of Payroll 2.0 over the Legacy Payroll, is that tax calculations are based on the check date, and stored online. Because of this, you can print W-2s at any time, before or after upgrading the Tax Update and the Payroll 2.20.
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hyanaga over 4 years ago in reply to KathleenF

I thought so, but I am happy to hear it confirmed. That is a wonderful improvement, thanks!
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jepritch over 4 years ago in reply to KathleenF

@KathleenF & @hyanaga, just want to clarify something. There is nothing "stored online", the payroll tax calculation service is online, you can print W-2's anytime now because of the new Sage 100 Payroll 2.x table structure, saving multiple years of information.
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KathleenF over 4 years ago in reply to jepritch

Thank you jepritch for the clarification.
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Gina Weathersby over 4 years ago in reply to zip

We are planning on deploying a new Payroll Tax Update tomorrow, December 24th, which should fix the issues relating to MA Family and Medical Leave changes.
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Gina Weathersby over 4 years ago in reply to Gina Weathersby

The Sage Payroll Agent was updated as of 730AM PST this morning. A new Payroll Tax Update is now available.
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Sage 100

Sage 100: New filing statuses are available

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