Sage 100 Year-End Tax Tables and Interim Release Downloads

Happy Holidays!

Year-End is here so please note the following if you are currently utilizing Sage 100 and need to generate 1099s or W2s.

•  Tax Tables Update (TTU) will be required for federal and some states.  The TTU contains changes to applicable federal and state withholding tax tables and wage limits, State Disability percentages and/or limits and State Unemployment limits. The TTU will be needed to 2016 and should be installed after 2015 W2s have been printed but before processing the 1^st payroll in 2016.

•  Interim Release Download (IRD) contains necessary program changes for Accounts Payable, Payroll and eFiling and Reporting.

Both updates will be available for the following Sage 100 versions: (PU = Product Update)
•  2016
•  2015 PU 3 (5.20.3.0)
•  2014 PU 7 (5.10.7.0)
•  2013 PU 9 (5.00.9.0)

** TTU will install with 4.5
Note: The 2015 IRD is included in Sage 100 2016

Year-End FAQ’s…

What do I need to do in order to process W2 and ACA 1094/1095 forms for 2015?
a) You must be on one of the following required Sage 100 version and appropriate product update:
•  2016 (5.30.0.0)**
•  2015 PU 3 (5.20.3.0)**
•  2014 PU 7 (5.10.7.0)
•  2013 PU 9 (5.00.9.0)
•  4.50 PU 8 (4.50.0.8)

b) Install the year end eFiling (Aatrix) update. The Aatrix year-end update must be installed before processing W2, ACA or 1099 forms for 2015.

What do I need to do in order to process 1099 forms for 2015?
a) You must be on one of the following required Sage 100 versions and applicable product update:
•  2016 **
•  2015 PU 3 (5.20.3.0)**
•  2014 PU 7 (5.10.7.0)
•  2013 PU9 (5.00.9.0)

b) Install 2015 IRD update

c) Install the year-end eFiling (Aatrix) update.

What do I need to be able to process 1094/1095 “B” forms for 2015?
The ability to send the proper data to Aatrix for the 1094/1095 “B” forms is ONLY available in the following versions:
•  2016 (5.30.0.0)
•  2015 PU 3 (5.20.3.0)
•  2014 PU 7 (5.10.7.0)
•  2013 PU 9 (5.00.9.0)
•  4.5 PU 8 (4.50.0.8)

Please contact our helpdesk or your account manager to schedule installation of the above.