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  • 2023 year-end tips are now available

    The 2023 year-end tips are now available and can be found here . ***Important information for ordering Enhanced Tax Reporting forms*** The Federal 1099 and 1096 forms can now be printed directly to plain paper. There is no need to purchase the official…
  • New Form W-4 for the 2020 payroll year, and what you need to know

    What you need to know The Internal Revenue Service made substantial changes to the tax code that materially impact the 2020 tax year. As a result of these changes, the IRS released a new Form W-4 - Employee Withholding Certificate. As you prepare for…
  • Upcoming Sage 50 Training Schedule for January 2019

    WebEx Courses: Try our quick 90-min sessions focusing on certain topics to get you performing at no time. Time and billing Customized Forms Best Practices Year End Managing Budgets …
  • Step 4: Review taxes and employee information

    Review your tax codes ( Setup > Payroll > Federal/State Tax Codes and Local/Other Tax Codes ) to make sure the Reporting IDs and W-2 reporting boxes are correctly listed. Update employee information such as: Address. On the Demographics detail page…
  • Step 5: Year-end forms

    Before you start Verify that all employees have the correct province entered on their employee records so the tax files can be generated. The province of residence and employment must be entered in Sage HRMS on both the Employees > View/Edit Employee…
  • Home: Sage 300 Year-end articles

    Find answers to frequently asked year-end questions. Select from options found in the table of contents on the left or select a topic below: Year-end Checklists Canadian Payroll Processing and Reporting U.S. Payroll Processing and Reporting…
  • Step 7: 1099/1096 forms

    How to How to print and/or eFile Form 1099 and 1096 Forms in Sage 100 What forms do I use to print W2s, 1095s and 1099s ( No longer require RED forms printing from Federal and Tax Reporting).
  • Home: Sage 100 Year-end articles

    Find answers to frequently asked year-end questions. Select from options found in the table of contents on the left or select a topic below Year-end Checklists Payroll & AP 1099 Year End Checklist Installation Payroll: Period Ending…
  • Reports and Tax Forms

    How To How to use Aatrix How to remove taxes that are mapped to the W2 in Aatrix CA disability missing from W2 Box 20 Documentation Sage HRMS W-2 Reporting Aatrix reports prompt for Sage customer number