Sage 100

Payroll v2018 question. Can you start 2019 payroll without closing 2018? Can you run 2018 W2s after closing 2018?

Hi Jon - Alan Niergarth started a discussion with some of the pitfalls of doing a 2019 payroll before closing 2018. That discussion is in the Sage 100 Urgent Support section...

In case you didn't locate it. https://90minds-com.socialcast.com/messages/39293616?ref=stream

Spoiler: technically yes, realistically no

@WayneSchulz - can you tell me more?

@SueBennett - what about closing 2018 before creating 2019 payroll, but then doing W2s later?

@JonParkinson - Most of our clients make a backup company of their 2018 payroll files, close their live company to do 2019 Payrolls, and then go back later on and print W-2's out of the backup company. Couple of things to remember if they do that - if they haven't printed their Quarterly Reports for 2018 before loading the TTU for 2019 and/or changing the tables manually, then they'll need to change the FICA limit back to the 2018 limit, change their SUTA rate back to the 2018 rate, and change their SUTA limit back to the 2018 limit before printing those Quarterly reports out of Sage 100. Aatrix will have the right limits for FICA when they print their W-2's (regardless of changing that limit back) but the SUTA rate will still be wrong when Aatrix pulls the form, unless you manually change that rate back. A great solution to not have to do that is to make sure the Quarterlies are printed for 2018 before loading the 2019 Tax Tables. And just remember to change the SUTA rate back to the 2018 rate, if the client files SUTA with Aatrix. And obviously (but sometimes not so obvious to the clients!) they'll need to change any rates/limits back to the 2019 rates/limits when they finish all of their 2018 filings...

@SueBennett - that sounds exactly like closing payroll in versions 2017 and prior - especially loading the TTU. Are you sure?

There have been a couple recent posts on this. Here's one https://90minds-com.socialcast.com/messages/39293616?ref=stream

@JonParkinson - so sorry! I am consumed right now with versions OTHER than 2018, so I was indeed referring to 2017 and prior. I don't know on v2018 - we only had a couple of clients who were live on 2018 at the end of the year, and they finished their 2018 processing prior to doing their first 2019 payroll. I do know v2018 has separate fields for the rates/limits by year so you don't have to do that gyration. But I don't know about issues that could arise...

So, has anyone closed 2018 in payroll 2.0 and then gone back and successfully created 2018 W2s?

It may be too early in the month to have an answer to that yet. When most clients close out (regardless of version!) and plan to do W-2's later, they don't do anything with the W-2's for several weeks...

From the testing I did in Payroll 2.0 You can close the year and run your 1st payroll prior to printing the prior reports. When you are ready to run reports you goto Payroll Options and change the year back to the previous year. run all your reports and then roll the years and period forwards. It worked great for me. So far so good!!!