Year-end is quickly approaching and there are items you can review now to ensure you have a successful year-end.
- Make sure you are updated to a supported version of the product as we will only be providing tax updates for versions 2020 and 2021. If you are on a version prior to 2020 see how to upgrade for further instructions.
- The most current version of 2021 is SP11 (must be installed on the server and all workstations)
- The most current version of 2020 is SP10
- See how to download and install service packs for further instructions
- If printing W-2s or 1099s ensure you have the correct forms and that Enhanced Tax Reporting is functioning
- What W-2 W-3 and 1099 forms do I order to work with my Sage BusinessWorks?
- The Enhanced Tax Reporting forms update is usually released around December 20th. This includes the W-2, 1099 and 940 form update. After December 20th run the Enhanced Tax Reporting Forms update
- How to install Enhanced Tax Reporting (Aatrix)
- Sign up for product update news and alerts so you will be notified of any product updates or important alerts.
- Familiarize yourself with the steps to print 1099s and W-w
