Download & Install Year-end IRD update (ID 88046): The year end IRD (Interim Release Download) is an annual update for the Payroll and Accounts Payable modules, which may also include eFiling and Reporting program updates. This update is usually available to download the 3rd week of December each year. Click the link to access the latest IRD download.
Print the 941 & 941 Schedule B Federal tax forms (ID 27107): This is a quarterly form. These forms are printed on plain paper.
- In Payroll > Period End > Federal eFiling and Reporting.
- Select the following, and click Accept.
- Form ID = xxxx 941/Schedule B/941-V Report (xxxx=tax form year)
- Verify Company information. *Note: Company name, address, phone and Federal Tax ID are automatically populated from Company Maintenance, but can be changed
- Verify the Reporting Year and Quarter
- Click Accept
Print applicable State tax forms (ID 52376): These forms are printed on plain paper.
- In Payroll > Period End > State eFiling and Reporting.
- Select the applicable State from drop down
- Highlight applicable State tax form
- Verify Company information. *Note: Company name, address, phone and Federal Tax ID are automatically populated from Company Maintenance, but can be changed
- Verify the Reporting Year and Quarter
- Click Accept
In order to access eFiling & Reporting, you must have an active Sage Business Care plan, internet connection and be on a supported version of Sage 100
(For Tax filing year 2017 the current supported Sage 100 versions 2014, 2015, 2016 and 2017)