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Payroll and Accounts Payable 1099 Compatibility for Sage 100 for Tax Year 2024

  • 1.  Payroll and Accounts Payable 1099 Compatibility for Sage 100 for Tax Year 2024

    Posted 11-13-2024 17:05

    Payroll and Accounts Payable 1099 compatibility for Sage 100 for tax year 2024

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    Payroll and Accounts Payable 1099 compatibility for Sage 100 for tax year 2024
    Sage 100 Payroll 2.25 release and 1099 updates may not be compatible with Sage 100 versions prior to version 2022 (7.10.x). To receive the latest features and program fixes, users must upgrade to Payroll 2.25. This is compatible with all Sage 100 versions 2021 - 2024 for W2s, W3s, and 1095 printing.
    View this on Sage >



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    Sue Wolf
    Senior Solution Architect
    RKL eSolutions, LLC, Appleton, WI
    m: (484) 874-2225
    e: smwolf@rklesolutions.com
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  • 2.  RE: Payroll and Accounts Payable 1099 Compatibility for Sage 100 for Tax Year 2024

    Posted 11-13-2024 19:52

    There is a helpful message thread on the Sage Community that describes the issue that people ran into last year



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    Wayne Schulz
    wayne@s-consult.com
    Schulz Consulting
    (860) 516-8990
    CT
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  • 3.  RE: Payroll and Accounts Payable 1099 Compatibility for Sage 100 for Tax Year 2024

    Posted 11-14-2024 10:02

    Umm, where is payroll 2.25?  I've looked at the dumbed-down download 'portal' which is now just a KB article, and I see no payroll 2.25.  



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    Jane Scanlan
    Partner
    Next Level Manufacturing Consulting Group
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  • 4.  RE: Payroll and Accounts Payable 1099 Compatibility for Sage 100 for Tax Year 2024

    Posted 11-14-2024 10:12

    According to this updated release schedule ( scroll all the way down ) , Payroll 2.25 is due in December 2024 - https://us-kb.sage.com/portal/app/portlets/results/viewsolution.jsp?solutionid=224924350056080&page=2&position=1&q=


    It would also be a good idea for anyone who has to deal with 1099 forms to read the message on the Sage Community (linked above) from last year which outlines the issue that people faced with first/last names being needed for 1099NEC forms where the tax id was a social security number ( individual )



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    Wayne Schulz
    wayne@s-consult.com
    Schulz Consulting
    (860) 516-8990
    CT
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  • 5.  RE: Payroll and Accounts Payable 1099 Compatibility for Sage 100 for Tax Year 2024

    Posted 11-14-2024 10:29

    Thank you @Wayne Schulz!  I wish their article would at least state that 2.25 isn't available until end of year.  But that's a lot of wishing, right?  I've had A LOT of pain with searching for articles in Sage's KB and can't even find hotfixes that they reference in articles that aren't that old.  

    Happy Friday!



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    Jane Scanlan
    Partner
    Next Level Manufacturing Consulting Group
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  • 6.  RE: Payroll and Accounts Payable 1099 Compatibility for Sage 100 for Tax Year 2024

    Posted 11-14-2024 11:20

    Jane needs a day off. It's Thursday. 



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    Eric Lunceford
    First Mate Business Solutions
    Oklahoma City, OK
    877-880-8960
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  • 7.  RE: Payroll and Accounts Payable 1099 Compatibility for Sage 100 for Tax Year 2024

    Posted 11-14-2024 13:26
    Edited by Sue Bennett 11-14-2024 13:27

    I think the first line of the KB article is misleading all the way around.  It refers to versions prior to 2022 (which would include 2021), while the very next line says that Payroll 2.25 is compatible with 2021.  And of course, the 1099 changes look like they're ONLY in 2023.4 and 2024.1.  So - is Payroll 2.25 compatible with v2021 or not?

    The KB Article:

    ***Sage 100 Payroll 2.25 release and 1099 updates may not be compatible with Sage 100 versions prior to version 2022 (7.10.x).

    To receive the latest features and program fixes, users must upgrade to Payroll 2.25.  This is compatible with all Sage 100 versions 2021 - 2024 for W2s, W3s, and 1095 printing.

    To receive changes to 1099s, users must be on the latest product updates 2024.1 (7.30.1) & 2023.4 (7.20.4).  The 1099 Individual Type Name fields in Vendor Maintenance Additional Tab have been separated into 3 fields - First, Middle, Last.



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    Sue Bennett
    Jack of All Trades, Master of 1
    Bennett/Porter & Associates, Inc.
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  • 8.  RE: Payroll and Accounts Payable 1099 Compatibility for Sage 100 for Tax Year 2024

    Posted 11-14-2024 13:30

    Sorry – I meant Payroll 2.25...compatible with Sage V2021 or not?

     

     

    Sue Bennett/President

    P. 503.620.3484 / E. sue@benpor.com

     

    Bennett/Porter & Associates, Inc.
    12559 SW 69th Ave / Tigard, OR 97223
    benpor.com / facebook / instagram

     

     

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  • 9.  RE: Payroll and Accounts Payable 1099 Compatibility for Sage 100 for Tax Year 2024

    Posted 11-14-2024 13:45

    Sage say's that Payroll is N-3 so that would mean 2024 to 2021 should be compatible. 

    In my opinion, since Sage is seemingly only supporting 1099 processing with 2024 and 2023, the de facto supported versions for Sage 100 core modules ( except for payroll )  is apparently N-1



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



  • 10.  RE: Payroll and Accounts Payable 1099 Compatibility for Sage 100 for Tax Year 2024

    Posted 11-14-2024 13:48

    I had to read this dang thing several times.  What I gathered is that 2.25 is compatible with versions 2021 and up.  BUT if you want Aatrix to populate the vendor names correctly, you need to be on 2023.4 and up.  Oh yeah, I realized it is not Friday a little while after sending my first response ... you betcha I need a day off!



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    Jane Scanlan
    Partner
    Next Level Manufacturing Consulting Group
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  • 11.  RE: Payroll and Accounts Payable 1099 Compatibility for Sage 100 for Tax Year 2024

    Posted 11-14-2024 14:46

    But even if we have the 1099 fields now separated for new A/P Vendors with v2023.4 and 2024.1, it seems like I read somewhere that Sage said we'll have to manually separate the names in the Aatrix spreadsheet for folks who use an SSN number.  I think it is only new Vendors that are set up who have the fields separated in those 2 newer versions.  Probably what our company will do is to export the names out into a spreadsheet, separate the first and last names in that spreadsheet and then import back into the right fields in Sage so clients don't have to worry about the names next year or the years following.

    (And I totally agree with Wayne on the N-1 thing!)

     

     

    Sue Bennett/President

    P. 503.620.3484 / E. sue@benpor.com

     

    Bennett/Porter & Associates, Inc.
    12559 SW 69th Ave / Tigard, OR 97223
    benpor.com / facebook / instagram

     

     

    A black background with a black square  Description automatically generated with medium confidence

     

    The information in this email and any attachments is considered confidential. This information may be subject to legal, professional, or other privilege. It must not be disclosed to any person without our authority. If you are not the intended recipient you are not authorized to and must not disclose, copy, distribute, or retain this message or any part of it. Please return this message to the sender immediately and delete any and all copies from your system.

     






  • 12.  RE: Payroll and Accounts Payable 1099 Compatibility for Sage 100 for Tax Year 2024

    Posted 11-15-2024 08:57

    Oh just bleeping marvelous.  I have a JobOps customer on 2022 - does JobOps have a 2024.1 release yet?



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    Phil McIntosh
    Friendly Systems, Inc.
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