Sage 100 Year End Resources

Sage 100

YEAR END RESOURCES

Frequently Asked Questions

Downloads

Sage 100: Download Portal:  This article is your portal for accessing the latest version of the Sage 100 suite of products. The articles below contain download links and additional information related to the latest release. These downloads are available as a benefit to having a Sage Business Care plan.

Sage 100 Update Release Schedule: This contains the Sage 100 Update release shcedule. For additional information, see related article Sage 100 Supported Versions.

Sage 100 2021 Full Product: Requires Sage Support Log In – please use extreme caution when installing products/updates. Discuss with your Sage certified consultant and always make a backup first.

Sage 100 Product Update 2021.1: Requires Sage Support Log In – please use extreme caution when installing products/updates. Discuss with your Sage certified consultant and always make a backup first.

Sage 100 Product Update 2021.2: Requires Sage Support Log In – please use extreme caution when installing products/updates. Discuss with your Sage certified consultant and always make a backup first.

Sage 100 2020 Full Product: Requires Sage Support Log In – please use extreme caution when installing products/updates. Discuss with your Sage certified consultant and always make a backup first.

Sage 100 Product Update 2020.4: Requires Sage Support Log In – please use extreme caution when installing products/updates. Discuss with your Sage certified consultant and always make a backup first.

How To

How to install, activate, update, and uninstall Federal and State eFiling and Reporting: This article details how to install, activate, update, and uninstall Federal and State Tax Reporting as well as when Aatrix updates are released.

Unable to Install Aatrix Federal and State Tax Reporting Updates: This article contains explanation on the following errors:

  • Unable to Install Federal and State Tax Reporting Updates, eFiling and Reporting Updates,  Aatrix updates
  • What security settings are needed to connect to Aatrix
  • eFiling/Aatrix hangs
  • How to manually download Aatrix update
  • eFile not loading/Aatrix not loading
  • Update Problem. There was a problem during the update process. Error writing file C:\program files(x86)\common files\Sage\Aatrix\xxxx.dll

How to install Sage 100 and locate installation and upgrade information: How to install Sage 100 and locate installation and upgrade information and documents. How to upgrade from a previous version to the latest version of Sage 100. How to upgrade from legacy versions (3.71 and prior) to versions 4.05 through 2017, or from 4.50.0.8 or higher to version 2018 or higher.

How to install Workstation Setup for Sage 100: Learn how to install the Workstation Setup client for Sage 100 Standard, Advanced, or Premium editions. Learn how to install  Workstation Setup on a new workstation, and Sage 100 client. Lastly, learn how to reinstall Workstation Setup.

How to uninstall Workstation Setup for Sage 100: In this article, learn how to uninstall Workstation Setup for Sage 100

How to move or copy Sage 100: Learn how to move, migrate, copy or upgrade Sage 100 installation to a different server, hard drive, or directory.

How to reinstall, add new modules, or upgrade: Learn how to repair, reinstall or add new modules to Sage 100

How to back up and restore data files: Learn how to backup and restore system and data files for Sage 100

Common Issues

Error: One or more of the required registration fields are invalid: See these instructions if you are experiencing the following errors or issues: 

  • The registration is invalid.
  • The User Key contains an invalid character.
  • Invalid Key
  • When installing or adding modules to Sage 100, Error: “One or more of the required registration fields are invalid”
  • When installing or adding modules to Sage 100, Error: “One or more of the registration fields are invalid”
  • Error entering product keys to register Sage 100
  • Activation codes fail
  • Invalid activation
  • Unable to activate
  • Unable to register
  • Failed to activate
  • Failed to register
  • Activation codes are not working

Error: “Cannot Open Activation Key File – No Valid Activation Found” when starting Sage 100

Year-End Processing Resources for Sage 100  This is a one-stop page for everything period & year-end, including important reminders, IRD & TTU downloads, module checklists, eFiling & Reporting guide, and much more.

How to

What is the recommended Period End or Year End order of closing for modules in Sage 100?

How to Perform Quarter End & Year End Processing in legacy Payroll: This article details how to perform quarter-end and year-end processing in Payroll including What reports will help reconcile to Payroll Tax Reports and Forms, and how to perform Period End functions

How to find the Period End Processing checklists

How do I reconcile Payroll tax forms & reports: Learn how to reconcile Payroll tax forms & reports (i.e. 940,941,W2, W3, State Unemployment forms). Find out where amounts on the 940 form Part 5, Lines 16a – 16d pull from.

How to Setup Paperless Office to save your Period/Year-End Reports: Learn how to do the following within Sage 100: 

  • How to print Period End Reports
  • How to Setup Paperless Office to save your Payroll Period/Year-End Reports in Sage 100
  • How to Setup Paperless Office to save your Period/Year-End Reports in Sage 100
  • Setup Paperless Office for Payroll Data Entry Registers
  • How to print Period End reports

How to set up the Affordable Care Act (ACA) in Sage 100: Learn how to setup ACA in Sage 100 as well as get the following questions answered:

  • How to setup Affordable Care Act (ACA) in Sage 100
  • How do I know if I need to file 1094 and 1095 forms
  • How do I determine if I am a Applicable Large Employer
  • How do I prepare 1094-C and 1095-C forms
  • How do I prepare 1094-B and 1095-B forms
  • Error: “You are not authorized to access this task” when trying to access the ACA menu after installing a product update

How to report Employer-Sponsored Health Care coverage on the W-2

Downloads

All downloads require users to Sign in to the Sage Knowledgebase:

Sage 100: Download Portal: This article is your portal for accessing the latest version of the Sage 100 suite of products. The articles below contain download links and additional information related to the latest release. These downloads are available as a benefit to having a Sage Business Care plan.

Sage 100 Payroll 2.21.3 plus PR6032T: Requires Sage Support Log In – please use extreme caution when installing products/updates. Discuss with your Sage certified consultant and always make a backup first.

How to

How to verify that the current year-end Interim Release Download (IRD)is installed

Documentation

Sage 100 Payroll Tax Update Guide 2.21.x

Sage 100 Supported Versions: Sage 100 supported versions, retired product versions, and retirement dates for phone and e-mail support, product updates (PUs), hot fixes, tax table updates (TTUs)

Tax Forms

What forms do I use to print W2s, 1095s, and 1099s

How to purchase checks, 1099 and W2 tax forms

How to close periods and perform period end processing in Accounts Payable:

1095, 1096, and 1099 Forms

How to reconcile 1099 vendor amounts: Learn how to reconcile 1099 vendor amounts, produce supporting reports for 1099 forms, and more.

How to correct amounts on 1099 form 

How to edit 1099 history    

How to change the Default 1099 Calendar Year    

What file stores the 1099 history in Sage 100?

How to change 1099 Box in Vendor Maintenance:  Learn the resolution for when Vendor 1099 Default Box is incorrect, when you need to change 1099 Default Box, and when the total is in the wrong 1099 box.

How to exclude an A/P invoice for a 1099 vendor

Why is Optional Name populated during Form 1099 eFiling and Reporting?

Printing forms

How to print &/or eFile W2s: This article will show you how to create a file (Federal Copy A) to submit to the Social Security Administration (SSA) or print W2 or W3 forms.

How to print and/or eFile Form 1099 and 1096 Form in Sage 100: Learn how to print 1099 and 1096 Forms in Sage 100 for Accounts Payable vendors, print 1099 ‘Official Copy’ to federal forms, eFile Form 1099 and Form 1096, and more.

How to print or eFile Federal or State tax forms and reports

How to print a report of 1099 vendors and their 1099 history total for the year   

How to add, delete, change and reprint 1099 forms

How to reprint one or more 1099’s 

How to reprint saved Payroll and Accounts Payable tax forms: Learn how to reprint, edit or remove saved payroll and accounts payable tax forms, access my “Work in Progress” tax reports, and more.

Documentation

What are the Aatrix eFilng deadlines?: Get details on Aatrix eFiling filing deadlines, State W-2 & 1099 eFile Deadlines, and T4 Deadlines.

What is an ITIN (Individual Taxpayer identification Number)?

Who do I contact if I have already eFiled my payroll and/or 1099 tax forms 

How does Sage 100 support ACA?: How Sage 100 supports the Affordable Care Act (ACA) reporting requirements.

How do I set up Sage 100 to support ACA requirements?: How to set up ACA in Sage 100, how to prepare 1094-C and 1095-C forms,  prepare 1094-B and 1095-B forms, and more.

How do I generate the required ACA forms?: Learn how to generate the required ACA forms and how to print the 1094 and 1095 forms.

How do I report employer-sponsored healthcare on W-2’s?: How to report Employer-Sponsored Health Care coverage on the W2 form in Sage 100

California Consumer Privacy Act: The California Consumer Privacy Act (“CCPA”) is due to come into effect in January 2020 and applies to all for-profit businesses (including sole proprietors) who meet certain requirements, and that collect, purchase or sell the personal information about California consumers. The CCPA sets out the responsibilities of businesses in relation to: 1) the transparency under which they must operate with regard to personal information; and 2) the rights they must give to California consumers and households with regard to their personal information. 

Sage 100: COVID-19 Legislation: This forum post will be updated when there is legislation that impacts your Sage 100 product. Currently, the following apply if you use the payroll module:

  • Tax Forms
  • Employee Social Security Tax Deferral
  • Families First Coronavirus Relief Act (H.R. 6201)
  • C.A.R.E.S. (Coronavirus Aid, Relief, and Economic Security) Act H.R. 748
  • Paycheck Protection Program (PPP)

Sage 100 Year End Checklists

Browse year-end checklists that can help you with critical tasks during this busy time of year.

Payroll & AP 1099 Year End Checklist: Use this checklist to guide you through preparing your Year End Payroll & AP 1099 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.

Sage 100 Payroll Quarter and Year-End Processing Flowchart: The following diagram illustrates your Payroll quarterly and year-end workflow.

Step 1: Print Quarterly Payroll Reports: This section covers reports you should run quarterly to save for your own records and to assist in reconciling the information on your tax forms. Sage recommends the following reports (at a minimum) be printed BEFORE period-end processing. 

Step 2: Quarterly Tax Forms & Year-end Updates: See this page to learn how to download & install year-end IRD update, print the 941 & 941 schedule B federal tax forms, and print applicable state tax forms.

Step 3: Set up ACA:See this page to learn how to set up ACA in Sage 100, how to report Employer-Sponsored Health Care coverage on the W2 form, and what forms to use to print W2s, 1095s, and 1099s.

Step 4: W2/W3 forms: See this page to learn how to reconcile payroll tax forms & reports, print &/or eFile W2/W3 forms in Sage 100, and print W2s, 1095s and 1099s.

Step 5: Process Quarter-end and Install Tax Table Update: Check out this page to see the period end processing checklist for quarter end and year end.

Step 6: Reconcile 1099 Amounts: See this page to see how to reconcile 1099 vendor amounts, produce supporting reports for 1099 forms, and more.

Step 7: 1099/1096 forms: See this page to learn how to print and/or eFile Form 1099 and 1096 Forms in Sage 100. Also learn what forms to use when printing W2s, 1095s, and 1099s.

Sage 100 Product Updates

Sage 100 Announcements News, and Alerts: Get all the latest news for your Sage 100 software and view over 400 discussions with a wide range of topics related to Sage 100. 

Latest product

Download Sage 100 2021 Full Product:  Requires Sage Support Log In – please use extreme caution when installing products/updates. Discuss with your Sage certified consultant and always make a backup first.

Download Sage 100 2020 Full Product: Requires Sage Support Log In – please use extreme caution when installing products/updates. Discuss with your Sage certified consultant and always make a backup first.

Download Sage 100 2019 Full Product: Requires Sage Support Log In – please use extreme caution when installing products/updates. Discuss with your Sage certified consultant and always make a backup first.

Download Sage CRM 2021 R2 Full Install for Sage 100 2021: Requires Sage Support Log In – please use extreme caution when installing products/updates. Discuss with your Sage certified consultant and always make a backup first.

Download Sage CRM 2021 R2 Full Install for Sage 100 2020: Requires Sage Support Log In – please use extreme caution when installing products/updates. Discuss with your Sage certified consultant and always make a backup first.

Latest update

Download Sage 100 2021.2 update: Requires Sage Support Log In – please use extreme caution when installing products/updates. Discuss with your Sage certified consultant and always make a backup first.

Download Sage 100 2020.4 update: Requires Sage Support Log In – please use extreme caution when installing products/updates. Discuss with your Sage certified consultant and always make a backup first.

Download Sage 100 2019.5: Requires Sage Support Log In – please use extreme caution when installing products/updates. Discuss with your Sage certified consultant and always make a backup first.

Download Sage 100 Payroll 2.21.3: Requires Sage Support Log In – please use extreme caution when installing products/updates. Discuss with your Sage certified consultant and always make a backup first.

Download Microsoft 365 Connector for Sage 100: Requires Sage Support Log In – please use extreme caution when installing products/updates. Discuss with your Sage certified consultant and always make a backup first.

Download Sage CRM 2021 R2 upgrade patch for Sage 100 2021: Requires Sage Support Log In – please use extreme caution when installing products/updates. Discuss with your Sage certified consultant and always make a backup first.

Download Sage CRM 2021 R2 upgrade patch for Sage 100 2020: Requires Sage Support Log In – please use extreme caution when installing products/updates. Discuss with your Sage certified consultant and always make a backup first.

System requirements

Supported Platform Matrices (SPM) for Sage 100; System requirements and specifications:  How to find specifications on supported operating systems, hardware, and server/network environments for Sage 100, and Sage 100 System Requirements

Product Documents: This page lists documents for Sage 100 and integrated products.

Sage Year End Training

Sage Year End Series 2021

Register Today For The Sage 2021 Year End Training Series!

Join us for our Annual Sage Year End Training Series covering Year End Processing in Sage 100, Sage Payroll,  Sage 100 Period End Reporting and MORE!

Sage 100 Videos: Year End

Sage University

New to Sage 100 / Sage 100cloud accounting?

View courses designed to get you started today!

Questions about Sage 100 or any of the above?

The DSD Support team is ready to help! Just fill out the form below and one of our Sage 100 support specialists will be in touch shortly.

Contact DSD Support