Sage 100

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  • 1.  End of Year Requirements

    Posted 12-03-2024 12:45

    Hello everyone, I'm trying to clarify a couple points on end of year requirements.

    1. Is Payroll v2.25 required to run W-2s?  It appears so, but somewhere else it's not so clear.

    2. Are the product updates 2024.1, 2023.4, and 2022.6 REQUIRED in order to install the IRD?  Or is the IRD installable on those versions for any update?  I do know that without that level of PU, you won't get the separate fields for 1099 firstname/lastname.

    Any insight is appreciated!



    ------------------------------
    Susan Pawlowic
    Sage 100 Solutions Architect
    RKL eSolutions, LLC
    spawlowic@rklesolutions.com
    (717) 735-9109 Ext. 4352
    ------------------------------


  • 2.  RE: End of Year Requirements

    Posted 12-03-2024 12:51

    P.S. A colleague has called Sage, but the info given was a little dubious given that the tech had not yet read their published article about EOY requirements.



    ------------------------------
    Susan Pawlowic
    Sage 100 Solutions Architect
    RKL eSolutions, LLC
    spawlowic@rklesolutions.com
    (717) 735-9109 Ext. 4352
    ------------------------------



  • 3.  RE: End of Year Requirements

    Posted 12-03-2024 13:59

    The internal people at Sage probably have to read the same half-written articles that we do. Posting in the Sage Community seems to be the best way to get a prompt answer on these types of questions.



    ------------------------------
    Wayne Schulz
    wayne@s-consult.com
    Schulz Consulting
    (860) 516-8990
    CT
    ------------------------------



  • 4.  RE: End of Year Requirements

    Posted 12-06-2024 09:48

    The End of Year site has been updated and clarifies that:

    • Payroll v2.25 is not required to run 2024 Payroll tax forms (and that it IS compatible with v2021 - there was previously a disclaimer that it may not be).
    • The product updates are NOT required to install the 2024  IRD.  Just keep in mind that lower PUs don't have the 1099 first, middle, and last name fields, so they will need to be edited in the Aatrix screen.


    ------------------------------
    Susan Pawlowic
    Sage 100 Solutions Architect
    RKL eSolutions, LLC
    spawlowic@rklesolutions.com
    (717) 735-9109 Ext. 4352
    ------------------------------



  • 5.  RE: End of Year Requirements

    Posted 12-06-2024 10:05

    Just keep in mind that lower PUs don't have the 1099 first, middle, and last name fields, so they will need to be edited in the Aatrix screen.

    Anyone considering adding a PU to get the functionality for first/middle/last name for 1099-NEC should also read this message about how Sage converts data. Essentially if before you install the update you do not have the name in the DBA Name field for 1099 purposes then Sage doesn't create first/middle/last names and you'll have to do it with VI.

    Also, is there a link for this information? I still see an older article in the Sage KB which doesn't seem to have been updated since November. The Sage Community doesn't seem to have anything either though it's likely I'm overlooking a link somewhere.



    ------------------------------
    Wayne Schulz
    wayne@s-consult.com
    Schulz Consulting
    (860) 516-8990
    CT
    ------------------------------



  • 6.  RE: End of Year Requirements

    Posted 12-06-2024 10:09

    Here is the link:

    https://us-kb.sage.com/portal/app/portlets/results/viewsolution.jsp?solutionid=224924150049810



    ------------------------------
    Susan Pawlowic
    Sage 100 Solutions Architect
    RKL eSolutions, LLC
    spawlowic@rklesolutions.com
    (717) 735-9109 Ext. 4352
    ------------------------------