Sage 100 Payroll Resources

Sage 100 Payroll By VERSION

Sage 100 Payroll
Versions Prior to 2017

These versions are not supported. Please contact us as soon as possible.

If you are a DSD customer, click here to contact us.
Otherwise, contact your existing Sage 100 partner.

SAGE 100 PAYROLL VERSION 2017
(FOR SAGE 100 VERSION 2017)

Sage will support only through 9/30/2020.

If you are a DSD customer, click here to contact us. Otherwise, contact your existing Sage 100 partner.

If you are using Payroll in Sage 200 2017 or earlier, you will need to work with your Sage business partner to upgrade to Sage 100 2019 or higher (and Sage 100 Payroll 2.20.0 or higher) to remain compliant for the 2020 tax year.

v2017 Current Product Update = Product Update 6
Applicable Hot Fixes = LM5033t and PR5011t
Current Payroll Tax Table Update = 2020Q1 Revision C dated 1/30/2020
**NOTE:  The 2020 Q1 TTU is the last TTU for Sage 100 2017**
This was the last IRD that will be released for Sage 100 2017, and the 2020Q1 Tax Table Update (released on January 30, 2020) was the last TTU that will be released for Sage 100 2017. 
In order to stay compliant with Payroll rules and tax forms, you will need to upgrade to Sage 100 2019.3 or higher and upgrade to Sage 100 Payroll 2.20.1 or higher.
Due to substantial changes to the tax code that materially impact the 2020 payroll tax year, the IRS released a new Form W-4.
Sage 100 2017 and earlier will not support the additional fields necessary to correctly calculate federal withholding taxes.
If you are unable to upgrade to Payroll 2.20.0 or higher prior to needing to use the new Form W-4, you will need to manually calculate Federal Withholding for every payroll for employees who need to use the new Form W-4.

SAGE 100 PAYROLL 2.X 
(FOR SAGE 100 VERSIONS 2018 AND HIGHER)

Current Product Update = 2.20.2.0
DOWNLOAD SAGE 100 PAYROLL 2.20.2 RELEASE NOTES HERE
DOWNLOAD SAGE 100 PAYROLL 2.0 INSTALLATION / UPGRADE GUIDE HERE

Applicable Hot Fixes = none at this time
Open Issues (if urgent or significant) = none at this time
Sage 100 Payroll 2.x Updates

Payroll enhancements released in 2018 through end of last month:

Changes to Support COVID-19 Legislation

The following changes have been made to help you calculate your tax credits associated with legislation related to COVID-19.

Emergency Leave Worksheet

The Emergency Leave Worksheet, located on the Payroll Reports menu, will help you determine your qualified wages and expenses related to the Emergency Family and Medical Leave Expansion Act provision of the Families First Coronavirus Response Act.

This worksheet includes any earning codes setup with tax rules -800121 and -800125, which will be totaled for Qualified Emergency Sick Wages and any earning codes set up with tax rule -800123, which will be totaled for Qualified Emergency PFML Wages.

If deductions with Employer Contribution selected as the type are not included in your company’s payroll entries, then the qualified health plan expense fields will not calculate correctly.

The qualified sick and family leave wages and health plan expenses can be manually entered on the Form 941 worksheet under step 2.

Employee Retention Credit Worksheet

The Emergency Retention Credit Worksheet, located on the Payroll Reports menu, will help you determine your qualified wages (up to the maximum limit) and expenses for the employee retention credit.

If you’re printing this report for the first quarter of 2020, the qualified wages and qualified health plan expenses will reflect checks dated March 13 through March 31.

The qualified wages for the quarter can be manually entered on the Form 941 worksheet under step 3.

This worksheet is dependent on the correct selection of earnings and deduction codes. If deductions with Employer Contribution selected as the type are not used in payroll entries, the qualified health plan fields will not be correctly calculated.

Updates to Quarterly Tax Report

Any emergency sick or family leave wages paid under the Families First Coronavirus Response Act (FFCRA) that are subject to Medicare tax are combined with the regular Medicare wages. The combined Medicare wages are the taxable Medicare wages that are reported on Form 941. The Medicare tax on these wages is combined with the regular Medicare tax.

The following column names in the Federal Taxes section were changed:

  • Employee Taxable Wages Withholding was changed to Withholding/Other Tax
  • Employer Taxable Wages Unemployment was changed to Unemployment/Other Tax
  • Taxes Withheld Withholding was changed to Withholding/Other Tax

Updates in Federal and State Tax Reporting

Federal and State Tax Reporting has been updated to accommodate the changes required by legislation related to COVID-19.

International Address Support

You can now enter an international address in Employee Maintenance and ACA Employer Maintenance. ACA Employee Maintenance has been updated to reflect the changes.

To support international addresses, the following changes have been made:

  • The Country field has been moved or added above the address lines. A country code is needed to ensure that the correct city and state or province is entered based on the ZIP or postal code.
  • ZIP Code fields have been renamed ZIP/Postal Code.
  • State fields have been renamed State/Province

Fields that contain address information have been expanded as follows:

  • Address lines: from 30 to 40 characters
  • City: from 20 to 30 characters
  • Country name: from 30 to 50 characters

Report Updates

The following reports have been updated to accommodate the changes:

  • ACA Employee Listing
  • ACA Employer Listing
  • Certified Payroll Reporting
  • Employee Audit Report
  • Employee Listing

Federal and State Tax Reporting

Federal and State Tax Reporting has been updated to accommodate the changes for international address support.

View Recap of Hours Entered

You can now view a recap of hours entered for the day and week in Time Track Entry and Punch In/Out.

In Time Track Entry, click the Hours Recap button to open the Hours Recap window. This window displays:

  • The regular, overtime, and other hours for the date worked entered for the current line
  • The week in which the date worked falls

In Punch In/Out, an Hours Recap section has been added. This section displays the regular, overtime, and other hours entered for the current day and for the week in which the current day falls.

Conversion for Tax Codes

The Payroll Data Conversion Wizard has been updated to help ensure that the correct tax profiles are assigned to employees.

When you run the wizard after upgrading from Sage 100 version 2017 or earlier, you’ll be asked to map state and local tax codes to tax profiles. You can access Tax Profile Maintenance from the wizard to create the tax profiles.

After you map the tax codes to the tax profiles, the tax profiles are automatically assigned to employees based on which tax codes were assigned to them in your earlier version of Sage 100.

This update replaces the process of assigning tax groups to tax profiles in the previous version of the wizard.

Emergency Leave Worksheet

The Emergency Leave Worksheet, located on the Payroll Reports menu, will help you determine your qualified wages and expenses related to the Emergency Family and Medical Leave Expansion Act provision of the Families First Coronavirus Response Act.

This worksheet includes any earning codes setup with tax rules -800121 and -800125, which will be totaled for Qualified Emergency Sick Wages and any earning codes set up with tax rule -800123, which will be totaled for Qualified Emergency PFML Wages.

If deductions with Employer Contribution selected as the type are not included in your company’s payroll entries, then the qualified health plan expense fields will not calculate correctly.

The qualified sick and family leave wages and health plan expenses can be manually entered on the Form 941 worksheet under step 2. See the help for more details.

Employee Retention Credit Worksheet

The Emergency Retention Credit Worksheet, located on the Payroll Reports menu, will help you determine your qualified wages (up to the maximum limit) and expenses for the employee retention credit.

If you’re printing this report for the first quarter of 2020, the qualified wages and qualified health plan expenses will reflect checks dated March 13 through March 31.

The qualified wages for the quarter can be manually entered on the Form 941 worksheet under step 3.

This worksheet is dependent on the correct selection of earnings and deduction codes. If deductions with Employer Contribution selected as the type are not used in payroll entries, the qualified health plan fields will not be correctly calculated.

Updates to Quarterly Tax Report

Any emergency sick or family leave wages paid under the Families First Coronavirus Response Act (FFCRA) that are subject to Medicare tax are combined with the regular Medicare wages. The combined Medicare wages are the taxable Medicare wages that are reported on Form 941. The Medicare tax on these wages is combined with the regular Medicare tax.

Also, the following column names in the Federal Taxes section were changed:

  • Employee Taxable Wages Withholding was changed to Withholding/Other Tax
  • Employer Taxable Wages Unemployment was changed to Unemployment/Other Tax
  • Taxes Withheld Withholding was changed to Withholding/Other Tax

Updates in Federal and State Tax Reporting

Federal and State Tax Reporting has been updated to accommodate the changes required by legislation related to COVID-19.

International Address Support

You can now enter an international address in Employee Maintenance and ACA Employer Maintenance. ACA Employee Maintenance has been updated to reflect the changes.

To support international addresses, the following changes have been made:

  • The Country field has been moved or added above the address lines. A country code is needed to ensure that the correct city and state or province is entered based on the ZIP or postal code.
  • ZIP Code fields have been renamed ZIP/Postal Code.
  • State fields have been renamed State/Province

Fields that contain address information have been expanded as follows:

  • Address lines: from 30 to 40 characters
  • City: from 20 to 30 characters
  • Country name: from 30 to 50 characters

Report Updates

The following reports have been updated to accommodate the changes:

  • ACA Employee Listing
  • ACA Employer Listing
  • Certified Payroll Reporting
  • Employee Audit Report
  • Employee Listing

Federal and State Tax Reporting

Federal and State Tax Reporting has been updated to accommodate the changes for international address support.

View Recap of Hours Entered

You can now view a recap of hours entered for the day and week in Time Track Entry and Punch In/Out.

In Time Track Entry, click the Hours Recap button to open the Hours Recap window. This window displays:

  • The regular, overtime, and other hours for the date worked entered for the current line
  • The week in which the date worked falls

In Punch In/Out, an Hours Recap section has been added. This section displays the regular, overtime, and other hours entered for the current day and for the week in which the current day falls.

Conversion for Tax Codes

The Payroll Data Conversion Wizard has been updated to help ensure that the correct tax profiles are assigned to employees.

When you run the wizard after upgrading from Sage 100 version 2017 or earlier, you’ll be asked to map state and local tax codes to tax profiles. You can access Tax Profile Maintenance from the wizard to create the tax profiles.

After you map the tax codes to the tax profiles, the tax profiles are automatically assigned to employees based on which tax codes were assigned to them in your earlier version of Sage 100.

This update replaces the process of assigning tax groups to tax profiles in the previous version of the wizard.

Update to Payroll Tax Update Utility

The Payroll Tax Update utility has been enhanced to provide more options and information.

A Reset button has been added. Use this button if you have downloaded a tax update but not installed it, and you want to download the latest update before completing the installation.

A Force Payroll Tax Update check box has been added. Select this check box if you need to download and reinstall the latest tax update, even if it is already installed. This check box is available based on a new Payroll security event added to Role Maintenance: Allow Payroll Tax Update to be Forced When No Changes Exist.

A Current Status field has been added.

Statuses are listed below:
  • System Is Up to Date: Your system is up to date. No Update is required.
  • Pending Changes: There are updates available online that you can download and install.
  • Waiting for Installation: The update is ready to be installed.

Changes for Revised W-4 Form

To accommodate the revised W-4 form for 2020, the following changes have been made on the Taxes tab in Employee Maintenance:

New filing statuses are available for the Federal tax group. When you click the Lookup button in the Filing Status field, you will see the following new filing statuses in addition to the ones that previously existed:

  • HH1 — Head of Household 2020 or Later
  • HH2 — Head of Household 2020 Ckbx (check box) 2c
  • MJ1 — Married FJ (filing jointly) 2020 or Later
  • MJ2 — Married FJ 2020 Ckbx 2c
  • NR1 — NR (nonresident) Alien 2020 or Later
  • NR2 — NR Alien 2020 Ckbx 2c
  • S1 — Single 2020 or Later
  • S2 — Single 2020 Ckbx 2c

No changes are needed for employees who have already submitted the older version of the W-4 form. But for any employees who submit the revised W-4 form, you will need to select the applicable filing status that has “2020” in the description.

If the check box for step 2(c) is selected on the employee’s W-4 form, select a filing status that includes “Ckbx 2c” in the description.

Note: You will be able to see these new filing statuses in Employee Maintenance after installing the payroll tax update released in mid-December 2019. However, the withholding tax will not calculate correctly until you have upgraded to Sage 100 Payroll 2.20.

The fields listed below are available only if one of the new filing statuses is selected.

  • Dependent Amt — Use this field for box 3.
  • Other Income Amt — Use this field for box 4(a).
  • Deductions Amt — Use this field for box 4(b)

If the employee has an amount entered in box 4(c) on the revised W-4 form, select Add an Amount in the Tax Calc Override field and then enter the amount in the Override Amt field.

Alternate Wage Cap Option

An Alternate Wage Cap check box has been added to the Tax Rate tab in Company Tax Group Setup. The check box is available for taxes with alternate wages caps that apply only to some businesses. When you select the check box, the correct wage cap is automatically used when payroll taxes are calculated.

Updates for EE0-1 Reporting

The changes described below were made to work with the EEO-1 form available in Federal and State Tax Reporting. Before submitting this form, review your employee records to ensure that the correct information is entered.

Job Category Field

An EEO Job Category field has been added to the Additional tab in Employee Maintenance. You can select from a list of 10 job categories in addition to “Not Applicable” and “Not Reported” options.

Updates to Ethnicity/Race Options

The following changes were made to the available options for the Ethnicity/Race field on the Additional tab in Employee Maintenance.

  • Hispanic was changed to Hispanic or Latino.
  • American Indian or Alaska Native was changed to Native American or Alaska Native.
  • Other was changed to Two or More Races.
  • Not Applicable was added as an option

Task Name in Batch Selection Window

The Payroll Data Entry Batch window now shows the task for which you are selecting a batch. For example, when you print the Employer’s Expense Summary, the title bar in the window used to select a display has the following title: Print P/R Payroll Data Entry Batch for Employer’s Expense Summary.

WA Paid Family and Medical Leave Update

The tax rate for the employee portion of the Washington state Paid Family and Medical Leave tax must be entered in Company Tax Group Setup. If no rate is entered, the employee tax will not be calculated during payroll processing. No change is required for the employer portion of the tax.

Improved Employer’s Expense Summary

  • The following changes have been made to the Employer’s Expense Summary report:
  • The column that previously included the tax code and tax code description now includes only the tax code description.
  • The column that previously included the tax group and the tax group description now includes only the tax group description.
  • In the Employer’s Expense section, taxes that fall into the “other” category are now included in the same column as the disability wages and tax amounts. Previously the other taxes were included in the same column as the unemployment wages and tax amounts.

Day of Week Displayed in Time Track Entry

A Day of Week field has been added to the secondary grid in Time Track Entry. This field displays the day of the week based on the date worked and can only be viewed.

Utility for Missing Tax Records

You can use Payroll Status Check, located on the Payroll Utilities menu, to identify and create employees’ missing tax records based on their assigned tax profiles. The Test field in Payroll Status Check now has a drop-down list with the original Status option and the new Missing Other/Local Tax Records Utility. This utility detects employee local and “other” tax records that are missing after converting data from an earlier version of the Payroll module. These taxes are now maintained in a separate tax group but were combined with another tax in earlier versions of Payroll. You can view a list of missing records and choose which to create so that you can then manually adjust them through the Employee Tax Summary window.

New Tables for Employer Expense Data

The following tables have been added to store historical data included in the Employer’s Expense Summary:

  • PR_PayrollHistoryEmployerExp
  • PR_PayrollHistoryEmprExpOther

Note that Workers Compensation data is not stored in these tables. It is stored in PR_PayrollHistoryWorkersComp and PR_PayrollHistoryWorkersCompDt.

Employer Contributions on Pay Stubs

A Print Employer Contributions check box has been added to the Payroll Check Printing window and the Direct Deposit Stub Printing window. Select the check box to print any employer contributions on check and direct deposit stubs.

Revising Checks Outside of the Current Quarter

In Payroll Data Entry, if you have the appropriate security setup, you can use the Reverse Check button to reverse a check or direct deposit dated outside of the current quarter. When you click the Lookup button in the Reverse Check window, all checks and direct deposits on file for the selected employee are listed.

Post Employer Contributions by Department

A Contribution Expense Account field has been added to the Deductions tab in Department Maintenance. The field is available for deductions with Employer Contribution selected as the type. A Contribution Expense Account Description field has also been added, and the existing Account Description field has been renamed Accrual Account Description.

SOC Field Added to Employee Maintenance

An SOC column for entering the standard occupational classification code has been added to the Taxes tab in Employee Maintenance. This column replaces the LA SOC column, and it is available for all state tax groups. However, the field is currently mapped to Federal and State Tax Reporting forms for Alaska, Indiana, and Louisiana only.

Pension Plan Audit Report

A Pension Plan Audit Report has been added to the Reports menu. You can enter up to eight deduction codes, and the report will include one column for each deduction. If you have fewer than nine deduction codes with Pension Plan as the type, these deduction codes will appear in the printing task as the default options, but you can change them.

G/L Account Fields for Other Taxes

An Additional tab has been added in Company Tax Group Setup. The taxes that were previously consolidated in the Employee Other and Employer Other categories on the Main tab are now listed separately on the Additional tab, so you can enter different general ledger accounts for each tax. The Employee Other and Employer Other fields have been removed from the Main tab. Any general ledger account numbers that were entered for these fields will be carried over to the Additional tab when you convert your payroll data, but you should verify that the correct account numbers are entered after you run conversion.

No Wage Cap Check Box

A No Wage Cap check box has been added to the Tax Rates tab in Company Tax Group Setup. This check box is available for taxes with a wage cap that is not applicable to certain types of businesses.

Auto-complete for Employee Fields

The auto-complete feature has been added for employee fields. You can now search for an employee record by entering any of the following in the employee number field:

  • Employee number
  • First, middle or last name
  • Suffix
  • Employee check name
  • Email address
  • Department
  • Sort field

As you type, a list of records matching your entry appears, and you can select a record from the list. This feature is automatically enabled for all users. You can disable the feature for individual users in Library Master > User Maintenance.

Note: This feature is available only for Sage 100 2019.

To enable this feature, run the Build Search Index utility on the Library Master Utilities menu to index. As you add new employee records, you’ll need to run the utility again to index the new records.

Local Withholding Tax with Other Taxes

Local withholding taxes are now included in the Other Taxes column on the Pre-Check Register and Check Register.

Total Hours Added to Check History Report

A Total Hours column has been added to the Check History Report; it replaced the Overtime Hours column. The column reflects all earnings types accumulated on an hourly basis, such as time off.

Option to Print in Condensed Format

A Print Condensed check box has been added to the task windows for the following registers and reports.   When you select the check box, the documents are optimized for printing using portrait orientation.

  • Payroll Data Entry Audit Report
  • Pre-Check Register
  • Check Register

When you select the Print Condensed check box for the Check Register, the Direct Deposit Register is also printed in condensed format.

Note: The check box is available only if you are using Sage 100 2018.6 or later.

Pay Stub Update for Direct Deposit

Employee direct deposit statements and check stubs now show the year-to-date deposit amount for the employee’s direct deposit bank account, even if there is no deposit into that account for the current check. For example, if an employee changes her direct deposit bank account from Security Pacific to Security Atlantic in the middle of the year, the Security Pacific year-to-date deposit total still appears on the direct deposit statement or check stub after the change.

Deleting Direct Deposit Bank Accounts

In the Employee Direct Deposit window, you can no longer delete a bank account if the Deposited YTD amount is greater than zero.

Pension/Profit Sharing Field Renamed

The Pension/Profit Sharing check box label on the Benefits tab in Employee Maintenance and on the Benefits window has been renamed Retirement Plan. You can now select or clear the Retirement Plan check box in Employee Maintenance, and the employee’s history for the current year is updated. To update history for a prior year, use the Benefits window. Select the year in the Employee Tax Summary window, accessed through Employee Maintenance, then click the More button and select Benefits to open the Benefits window.

Change to How Other Taxes Are Displayed

In the Employee Tax Summary window on the State and Local tabs, the word Multi may appear in the in the Employee Other or Employer Other field in the Wages section. This occurs if employees have earned wages that are subject to more than one tax that falls into the Other category. To view a breakdown of the amount:

  1. Click the More button and select Detail.
  2. Select a row and click the Tax History Detail button.
  3. Locate the applicable field in the Employee Other or Employer Other column, and click the drill-down button.

Federal Unemployment Tax Rate Conversion

After converting your Payroll data, the federal unemployment tax rate that was entered in your prior version of Sage 100 is now the default unemployment tax rate for the Federal tax group in Company Tax Group Setup.

Links to Sage University

A Sage University button (with a graduation cap icon) has been added to additional task windows.

You can click the button to view a list of training videos related to the task. Depending on your Business Care plan there may be no charge to watch the videos.

The Sage University button has been added to the task windows listed below.

  • Certified Payroll report
  • Salary Equalization Utility
  • Earnings Code Maintenance
  • Department Maintenance
  • Company Tax Group Setup
  • Labor Code Maintenance
  • Worker’s Compensation Maintenance

Note: The Sage University buttons are available only if you are using Payroll with Sage 100 2019.

Tax Rule Inquiry

The Tax Rule Inquiry utility has been added so that you can see which earnings tax rules are subject to a given tax, and which deduction tax rules reduce the taxable wages for a given tax. You can access Tax Rule Inquiry from the following locations:

  • The Payroll Utilities menu
  • Earning Code Maintenance
  • Deduction Code Maintenance
  • Tax Profile Maintenance

Capped Wages Window

The Capped Wages window displays a summary of wages earned up to the tax limits for the selected tax group, including a quarterly breakdown and YTD total. To access this window, select Payroll > Main > Employee Maintenance. Click the arrow in the top-right corner of the screen and select Tax Summary. In the Employee Tax Summary window, click the arrow in the top-right corner of the screen and select

Capped Wages

Employee Tax Info Window

A Tax Info button has been added to the Payroll Data Entry window. Click this button to open the Employee Tax Info window, which shows a read-only view of how the employee’s taxes are set up in Employee Maintenance. If you have Sage HRMS integrated with Sage 100, you can access the Employee Tax Info window from Sage HRMS, and you can modify the information to determine how the employee’s payroll taxes are calculated. The changes are saved in the employee’s Sage 100 Employee Maintenance record.

Tracking for Company Tax Group Changes

If you make a change on the Tax Rates tab in Company Tax Group Setup when Payroll history exists for the affected period, a warning message asks if you want to continue. If you proceed with the change, a record is added to the Activity Log.

Pension Plan Audit Report

A Pension Plan Audit Report has been added to the Payroll Reports menu. This report is similar to the Pension Plan Report in prior versions of the Payroll module that predate Payroll 2.0. The report provides a list of deduction information, with each deduction in a separate column. You can select up to eight deduction codes to include in the report.

Check and Direct Deposit Stub Sort Options

A Sort Checks By Field has been added to the Payroll Check Printing window. A Sort Stubs By field has been added to the Direct Deposit Stub Printing window. The sort options for both checks and direct deposit stubs are:

  • Employee number
  • Employee name
  • Employee department number and name (available if you use departments)

Salary Equalization Utility

A Salary Equalization utility has been added to the Time Track menu.

For salaried employees, this utility is used to adjust the employees’ pay amounts in Time Track Entry records so that the pay matches the employees’ salary for the pay period.

For hourly employees, the utility adjusts the employees’ pay amounts in Time Track Entry records so that it matches the employees’ expected earnings based on auto pay hours and pay rates.

When running the utility, a listing is generated. When you close the listing window, you are asked whether to apply the adjustments.

Payroll Conversion Wizard Local Tax Options

When you are running the Payroll Conversion Wizard to convert Payroll data from Sage 100 2017 or earlier, you have an option for mapping local tax codes.

The Other Local Tax Group column is included in the grid where you map tax codes to tax groups if the following conditions are met in the company you are migrating from:

  • The Require Local Tax Reporting check box in Payroll Options is selected.
  • A rate is entered in the Other Local Tax field in Tax Table Maintenance for any tax code.

If a local tax rate is entered for a tax code, you must select a corresponding tax group in this new column. This may be the same tax group selected in the Tax Group column, or it may be a different one, depending on the tax group location.

Certified Payroll Reporting

Certified Payroll Reporting, located on the Reports menu, uses data from the Payroll and Job Cost modules to generate reports that meet requirements of federal and state government agencies. The reports include a daily breakdown of hours, pay, and deductions for jobs.

Certified Payroll Reporting relies on changes made in the Job Cost module for the Sage 100 2018.5 release; therefore, you must install that update to use this task.

For information on the related changes made in the Job Cost module, see the chapter on version 2018.5 in the What’s New guide for Sage 100 2018.

In addition to accessing the task on the Report menu, you will be asked if you want to run the task after updating the Payroll Check Register if the following security event is enabled for your role: Allow Certified Payroll Reporting from Check Register/Update.

When you run Certified Payroll Reporting for the first time, you may see a message stating that you need to update your Federal and State Tax Reporting forms. If you click Yes to proceed, the Federal and State Tax Reporting window will open. Select any form in the Form Name field and click Proceed. Then follow the prompts to update your forms.

Certified Payroll Reporting is available only if the Payroll module is integrated with Job Cost and if Federal and State Tax Reporting is installed.

Company Tax Group Setup

A Round Withholding Tax Amount check box has been added to the Main tab in Company Tax Group Setup. Select this check box to round the withholding tax amount to the nearest dollar for the selected tax group.

Ensure that the tax jurisdiction allows rounding before selecting this check box. The withholding amount will be rounded, even if rounding is not allowed by the tax jurisdiction. However, if the tax jurisdiction requires rounding, the withholding amount will be rounded even if this check box is cleared.

Workers’ Compensation Maintenance

The following changes were made to Workers’ Compensation Maintenance:

Effective Date Field

When your Workers’ Compensation rate or amount changes, you can now enter it in advance along with an effective date. When you process payroll, the check date is used to determine which rate or amount to use. The amounts and rates, along with the effective date, are now entered in a grid to make it easy to maintain multiple values with different dates.

The effective date prints on the Workers Compensation Report when the Print Report Summary check box is cleared.

Employee-Paid Workers’ Compensation

If you select a state in which there is an option to have employees pay part of their Workers’ Compensation insurance tax, an Employee Amount or Employee Rate field (depending on the calculation method) is available. The existing Rate and Amount fields have been renamed Employer Rate and Employer Amount.

The employee-paid Workers’ Compensation tax prints separately on the Workers’ Compensation Report, and it is included in the Workers’ Compensation total on the Deposit Liability page within the Employer Expense Report. In other locations, the employee-paid Workers’ Compensation tax is added in with the “other” taxes.

Employee Check Details Window

On the Pay History tab in Employee Maintenance and Employee Inquiry, you can select a check and click the Check Details button to open the Employee Check Details window. In this window, you can view a breakdown of the following information for the check:

  • Earnings
  • Deductions
  • Taxes
  • Direct deposit distributions
  • Employer contributions.

The year-to-date amounts are also shown, and the hours are shown for each earnings code.

Workers’ Compensation Report Options

A Selection Criteria field has been added to the Workers’ Compensation Report task window. The field contains two options:

  • By Calendar Year and Quarter: When this option is selected, the report is printed as it did previously. When the Print Report Summary check box is cleared, one line for each employee is printed on the report. Each line includes the combined amounts for all checks issued to the employee during the quarter.
  • By Check Date Range: When this option is selected, and the Print Report Summary check box is cleared, a separate line for each check issued during the date range entered is printed on the report.

Module Option for Out-of-Quarter Check Date

A new module option, Allow Out of Quarter Check Date, has been added to Role Maintenance. If the check box for this option is selected, applicable users can enter a check date in the Pay Cycle window that falls outside of the current quarter defined in Payroll Options. The check box is selected by default.

Filter Time Track Report by Earnings Code

The following changes have been made to the Time Track Report task window:

  • An Earnings Code field has been added to the Selections grid.
  • Employee Number + Earnings Code is now the default selection in the Sort Report By field.

Note: If you are upgrading from version 2.18.1, you may not get Employee Number + Earnings Code as the default sort option. As a workaround, you can select the option, create a new report setting, and save it as the default report setting. To learn more, see Create a Report setting in the help.

Payroll Tax Updates

Any payroll tax updates available when work on this version of Payroll was completed have been incorporated into the module. These updates may include new or updated tax types, tax rates, unemployment limits, and other settings that affect payroll tax calculations.

Important: Even after you have installed the latest version of the Payroll module, there may be payroll tax updates available. You can check to see if updates are available by running the Payroll Tax Update utility available on the Payroll Utilities menu.

Time Track

Time Track is the new time entry feature available when you purchase the TimeCard module. Most of the TimeCard features have been kept and redesigned for better usability. The TimeCard module no longer appears on the module list.

If you are using Sage 100 2018.2 or later, you can update time entries with associated job numbers to the Job Cost module. For more information on using Time Track with the Job Cost module, see the What’s New in Sage 100 2018 guide.

Important: Before migrating data from your prior version of Sage 100, make sure that all TimeCard entries have been processed for Payroll and Job Cost. Then verify that all entries have been transferred to history by running Purge/Transfer to History from the TimeCard Period End menu.

Employee Maintenance and Inquiry

The following features were added in Employee Maintenance and Employee Inquiry:

Print Check History Report Button

A Print Check History Report button has been added to the Pay History tab. Click the button to open the Check History Report task window. The following default values are set automatically:

  • In the Selection Criteria field, By Check Date Range is selected.
  • The Starting Date and Ending Date default values are the first and last day of the year selected on the Employee Maintenance Pay History tab.
  • The employee number selected in Employee Maintenance is the default Employee Number range in the Selections grid.

Payroll History Memo Button

A Memo button has been added to the Pay History tab. The button appears if the Payroll History memo type is set up for the Employee Maintenance task in Memo Manager Maintenance. Click the button to view and maintain memos in the Payroll History Memo Maintenance window.

Payroll Tax Update Report Purge Utility

Payroll Tax Update Report Purge has been added to the Payroll Utilities menu. Use this task to purge records from the Payroll Tax Update Report file. You can purge records dated on or before the date entered in the utility.

Payroll Status Check Utility

The Payroll Status Check utility has been added to the Payroll Utilities menu. This utility checks your records to find issues that will cause unexpected results or errors when processing payroll. For more information, see Payroll Status Check in the help.

Installing Payroll Tax Updates

A new payroll tax update process has replaced tax table updates (TTUs). Payroll tax updates may include new or updated tax types, tax rates, unemployment limits, and other settings that affect payroll tax calculations.

Installing Updates

If you have the appropriate security setup, you can download and install payroll tax updates by either responding to message prompts or by running Payroll Tax Update, which is located on the new Payroll Utilities menu.

  • Message prompts: When a payroll tax update is available, you will see a message the first time you access the Payroll module that day. If you do not have the appropriate security setup to download and install payroll tax updates, the message is only a notice.

If you have the appropriate security setup, the message asks if you want to download the update.

If you click Yes, after the download is complete, a second message asks if you want to install the update. If you do not want to install the update right away, you can install it later using the Payroll Tax Update utility described below.

  • Payroll Tax Update: Use the Payroll Tax Update utility to download and install the latest update. After the download is complete, you will not receive a separate message asking if you want to install the update; it will be installed automatically.

 Note: Users in all companies must exit all Payroll tasks before an update can be installed. The only exception is the Payroll Tax Update utility.

Successful updates and unsuccessful attempts are recorded in the Activity Log available on the Library Master Reports menu.

Payroll Tax Update Report

After downloading an update, you can view the changes before installing it in the Payroll Tax Update Report, which is located on the Payroll Utilities menu. You can also use this report to view details from prior updates.

New Security Event

The following security event has been added in Role Maintenance: Allow Payroll Tax Update.

Tax Calculation Override Options

On the Taxes tab in Employee Maintenance, changes have been made to the Tax Calculation Override options.

A new option, Add % of Gross, has been added. When you select this option, the program calculates a percentage of the gross wages and adds that amount to the withholding amount.

The following options are no longer available:

  • Fixed Amount
  • Percentage of Gross

Apply Tax Profile Information Options

In the Apply Tax Profile Information window accessed from Tax Profile Maintenance, changes have been made to the Application Method options. The following options are now available:

  • Apply this profile to employees with no default tax profile: If you select this option, the selected profile becomes the default tax profile for the selected employees who have no assigned tax profile. No other employees are affected.
  • Apply this tax profile to all employees (make it the default): If you select this method, the selected profile becomes the default tax profile for all selected employees.
  • Apply this tax profile to all employees who are not using it (won’t replace default): If you select this method, the tax profile is associated with the employee’s record and can be selected in Payroll Data Entry, but it does not become the default profile for any employee who was already assigned one.

Blocked Check Status

In Payroll Data Entry, “Blocked” appears in the Print Check field if one or more lines resulted in a negative amount of wages subject to withholding. The Blocked status is set when running Payroll Tax Calculation, and you must correct the lines and then recalculate taxes before you can print the check. A blocked status may occur if you have earnings and deduction lines with different tax profile codes.


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