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Sage 50 US Year-end tips

Call and chat volumes in January can often result in longer-than-normal wait times to connect with us. Historical data tells us that you are most likely to contact us in January about four common year-end topics. Avoid the wait and check out the Sage Knowledgebase articles and/or videos below!  

How to install Sage 50

For instructions on installing your software see Sage Knowledgebase article 10262: Installation Instructions – Sage 50—U.S. Edition.

How to run the Year-End Wizard

The Year-End Wizard walks you through the process of closing out your first open fiscal year, payroll tax year, or both. For steps running the Year-End Wizard see Sage Knowledgebase article 10081: How to run the Year-End Wizard. Another option is to watch this video:

How to process and print or efile W-2 and W-3 forms

Sage Knowledgebase article 10554: What is the process for filing W-2s and W-3s provides step-by-step instructions for printing or filing forms. You can also view this video: 

How to print the 1099-NEC form

See Sage Knowledgebase article 107321: How to print the 1099-NEC for instructions to access, process, and print the 1099-NEC to blank forms in Sage 50 as a payroll subscriber OR to download the files needed to process and print 1099-NEC to preprinted forms if you are a non-payroll subscriber. You can also watch the following video:


In addition, check out the What's New for Year-end 2021 video below and bookmark the Sage 50 US Year-end Center for 24/7 resources and information!

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Questions? To start (or join) a discussion about this topic, please visit the Sage 50 US discussion forums.