Sage 500 ERP: Year-end Resources

Visit the links below for assistance on year-end topics. 

Year-end blog posts:

Year-end processes:

Year-end tax forms:

Year-end knowledgeable articles:

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Year-end videos:

Year-end training: 

  • 500E - Sage 500 ERP - Printing and eFiling 1099s:
    This Anytime Learning Package provides you with information about how to prepare 1099 forms for printing and eFiling. You will also learn how to set up eFiling, connect to Aatrix, and access 1099 history in Accounts Payable. 
  • 500E - Sage 500 ERP - Period and Year End
    In these lessons learn how to successfully close periods and the fiscal year. Learn which modules to close first, which reports to print, and how to balance specific accounts to the general ledger. The modules covered include General Ledger, Accounts Receivable, Accounts Payable, Cash Management, Sales Order, Purchase Order, and Inventory Management 

Other resources:


  • RKL has also posted our annual Sage 500 Year-End Preparation webinar here: