Covid-19 and Paid Family & Medical Leave
Below are instructions to guide you through purging unnecessary data in Sage 50.
Purging is the process of removing inactive customers, vendors, employees, jobs, quotes, invoices, purchases, and so on from the…
Browse year-end checklists that can help you with critical tasks during this busy time of year.
Step 1: Complete all transactions for the year
Before you run your final financial reports, all transactions must be completed for that year.
The following information applies only if you are using Sage…
First you will want to check if you're on the latest payroll tax update:
How can I tell what tax update or Service release that I have installed?
You can check for updates through your help menu in the product:
How to install updates
For download…
How does e-File work
How to enroll in E-filing
How to change bank routing number for eFile
How can I verify the status of my tax forms submitted for e-filing?
Can I e-File a corrected W-2?
How to reset pin for Aatrix Efiling
How can I determine…
How to install tax formula and tax form updates
How do I manually update my local taxes for the new year?
How do I view an annual tax liability report for my state taxes?
How do I set up a Roth 401(k) deduction?
How to run payroll reports for closed…
How to install updates
How to install payroll updates
How to check for updates
2nd January 2023 Tax Update Bulletin
…How do I make payroll adjustments?
How can I correct a payroll check?
Should I delete a payroll check instead of voiding it?
How to reissue payroll check
How do I adjust Payroll Year to Date totals (Vacation and Sick Time)through the Payroll Entry…
Print or e-file Year-End 940 / 941 Federal Forms
This section covers the 940 and 941 federal forms you should submit to the federal taxing authorities at year-end.
These forms are used for filing quarterly and annual payroll information with the federal…
This section covers state forms you should print at year- end to report your payroll information to the state taxing authorities.
If you have subscribed to the Sage 50 Business Care Gold or Sage Business Care Platinum plan, you can print your yearly state…
Note: To print and file employee copies of the W-2, you will need the Laser W2 4-Up – plain perforated paper with filing instructions on the back. This form is designed to provide 4 copies without using carbon…
The Yearly Earnings report displays all paycheck information for each employee with subtotals for each quarter of the calendar year. Each payroll field is displayed with quarterly and annual totals. These totals are included in…
A Sage 50 Payroll Solutions subscription is required to print a form that can be submitted to the Federal or State tax authorities.
Before printing 941 or 941B forms, install the latest Sage 50 Payroll Tax Service update to ensure that you have Sage 50…
This section covers reports you should run quarterly to save for your own records and to compare the information on your forms.
Run the Quarterly Earnings Report: The Quarterly Earnings report displays all paycheck information for each employee with subtotals…
Use this checklist to guide you through preparing your Year End payroll information.
This section has information about which payroll reports to run and how to process your Federal and State forms including the W-2/W-3, 940, 941, and 1099/1096 forms…
