Sage X3 & Sage 500 Year-End:
1099 Processing for Calendar Year 2021

Once again, it is time to start preparing 1099 filings for calendar year 2021. Sage recently released the 1099 updates for 2021 for both Sage X3 and Sage 500. In this post we will review what you should expect if you are on a covered version and what we recommend you do if you are not on a covered version.

Sage X3

• Sage released the 1099 update for 2021 which covers Sage X3 v11 and 2019R5 (v12p20) and higher. The update is included in v11p21 and 2022R1 (v12p29) and therefore doesn’t need to be installed on those two versions.
• If you are on a covered version, Net at Work will:
  • Refresh a test folder if required (time depends on folder size)
  • Install the patch on a test folder in your environment
  • Support testing and training as required
  • Install the patch on your production folder
  • NOTE: patch installation does not require downtime while a folder refresh does.
• If you are NOT on a covered version, Net at Work recommends purchasing and using 1099 Express.
  • If your 1099 reporting is company based, you can simply extract information from Sage X3 and place it in the required format for use with 1099 Express.
  • If your 1099 reporting is site based, Net at Work will need to build queries to get information in the required format for use with 1099 Express.

For more detailed information about Sage’s 1099 update for Sage X3, please check out this Sage City post from Pam Nightingale.

Sage 500

• Sage released 1099 updates for Sage 500 v2018, 2019 and 2020.
• If you are on a covered version, Net at Work will:
  • Refresh a test database if required (time depends on database size)
  • Install the patch on the test database
  • Support testing and training as required
  • Install the patch on your production database
  • NOTE: Sage 500 ERP sums up 1099 data and sends that data to Aatrix.  From there, Aatrix can print forms, mail forms, send electronic 1099s via e-mail, etc.  If you are on a support plan, some of that is included, with additional options at additional costs.
  • NOTE: patch installation does not require downtime while a folder refresh does.
• If you are NOT on a covered version, Net at Work recommends purchasing and using 1099 Express.

Please contact your Team Manager at Net at Work or helpdesk@netatwork.com to coordinate patching, if you need support.