Sage Year End Training Series

Sage Year End Series 2021

Year-end is approaching; The busiest time for the Finance team.

Now is the time to start planning so that the entire process will be smooth and stress free – and DSD wants to help by offering a series of training classes packed with process training and best practices for a successful year end close.

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

***PLEASE NOTE: All sessions will be recorded and made available on-demand within 24 hours of event end***
If you’re looking for more technical and specific resources, please visit our Sage 100 Year End Resources page.

1099 Processing with Sage 100

Tuesday, December 14th @ 12pm / 3pm EST

Class highlights include:

  • Overall IRS guidelines
  • 1099-NEC vs. MISC form considerations
  • Being aware of these rules as you process AP data
  • Common pitfalls
  • Cleaning data and confirming accuracy
  • Using the Aatrix connected service process offered in Sage 100

Sage HRMS Payroll Processing

Wednesday, December 15th @ 12pm / 3pm EST

Class highlights include:

  • New Regulatory Requirements
  • Preparing for Year-End
  • Earnings, Taxes & Deductions
  • Transaction History
  • Updating & Balancing the Quarter
  • Creating Electronic Year-End Files
  • Preparing for the New Year
  • Year-End Checklist
  • Q&A with DSD Sage HRMS Support

Sage 100 Payroll Processing

Thursday, December 16th @ 12pm / 3pm EST

Class highlights include:

  • Year End Processing – Important Facts.
  • Year End Checklist
  • Archiving PR Data
  • What Happens During Yearend processing
  • How to report Third Party Sick on W2s
  • W-2 Processing
  • ACA Processing
  • 2021 Pandemic info
    • COVID – Emergency Leave types and rules
    • Federal Tax credit for Covid wages
    • EE Tax Deferral (Consolidated Appropriations Act, 2021 repayment)

1099 Processing with Sage 100

Tuesday, January 11th @ 12pm / 3pm EST

Class highlights include:

  • Overall IRS guidelines
  • 1099-NEC vs. MISC form considerations
  • Being aware of these rules as you process AP data
  • Common pitfalls
  • Cleaning data and confirming accuracy
  • Using the Aatrix connected service process offered in Sage 100

Period End & Year End Processing

Tuesday, January 18th @ 12pm / 3pm EST

Class highlights include:

  • Info to start gathering now
    • Things that can be cleaned up before year end (open AR or AP housekeeping & applying credits etc.)
    • Module processing order & what modules can/should be closed together
  • Reconciliations to do prior to Year End Processing
  • Critical Sage 100 year-end steps
  • Year End Tax Compliance (1099/information returns)
  • Best practices to stay compliant in 2022

Save $49 when you bundle
3 Sage 100 courses together!

Purchase the bundled ticket and we’ll follow up to finalize the attendee registration for each event.

 Attend all courses or designate a single individual per course – the choice is yours! 

Spots are limited so register today!

PURCHASE YOUR COURSES TODAY!

Sage HRMS

ADDITIONAL SAGE HRMS YEAR END RESOURCES

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