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Announcement!
This is a notification for product news or an alert. If you have a question, please start a new discussion
Melissa Wilson

Sage 100: Prepare for Year-end

Posted By

Prepare for year-end with ease using these helpful resources and reminders. Get a head start and ensure a smooth transition to the new year. Read on for details:

Year-end Center Resources

  • FAQs: Browse year-end topics, guides, and review common issues.
  • Checklists: Step through your year-end tasks.
  • Learning: Watch complimentary year-end training and how-to videos.
  • Updates: Access product download, updates, documentation, and announcements.

Visit the Sage 100 Year-end Center now to prepare for the new year!

Join Our Complimentary Year-end Webinars!

We are excited to announce free informative webinars to help you wrap up the year on a high note. Below are the details for each session:

Sage 100 Year-end Webinar: Payroll and Fiscal Year-end Processing

  • Details: Join our upcoming webinar for guidance on processing Payroll and Fiscal Year-end in Sage 100, including essential 2024 updates and FAQs to help you prepare.
  • Presenter: Alec, Principal Customer Services Analyst
  • Date: Wednesday, December 11, 2024
  • Time: 11:00 AM PT / 2:00 PM ET
  • Register for Dec 11, 2024

Sage 100 Year-end Webinar: Year-end Tax Forms Processing

  • Details: Join our comprehensive webinar on processing W2s, 1099s, and ACA forms in Sage 100, including guidance on Aatrix Trax Reporting/eFiling installation and updates, addressing common issues, and processing required forms.
  • Presenter: Alec, Principal Customer Services Analyst
  • Date: Wednesday, December 18, 2024
  • Time: 11:00 AM PT / 2:00 PM ET
  • Register for Dec 18, 2024

Helpful Reminders

  • Your account ID: If you need to reach out to us, you will be asked for your account ID. You can obtain that information within your product:
    • Within your product:
      1. Click Help.
      2. Click Sage 100 About.
    • Check your inbox for a recent email from Sage Team sent on December 5, 2024, where we've included this information for your convenience and reference. 
  • Subscribe to the Sage 100 > Announcements forum in Sage Community Hub for the latest in product news and updates.
    • Check out this guide to learn how to subscribe!

Need Help?
Visit www.Sage.com/Resources for options, including links to Sage Year-end Center, Sage Knowledgebase, Community Hub, and Sage University, as well as Chat and Online Case submission.

  • Can someone please clarify? I thought in the past we had to wait until all payroll for the year had been processed before we did the year end update but nothing is coming up this year warning me against it. Am I crazy to think we're supposed to wait??

  • in reply to Shannon K.

    Are you thinking of installing the payroll tax tables and closing the year?  Prior to Payroll 2.x, you did have to do everything (including W2s) before closing the year.  With Payroll 2.x, that's a thing of the past.  You can close the year and run your W2s later and taxes are calculated based on the Check Date, so will be correct no matter which year.

  • in reply to bethbowers

    Interesting! And slightly terrifying LOL. Thank you for your response!

  • in reply to Shannon K.

    Just make sure when you go to print the 941 and W2s you change the year back to 2024

  • When closing the payroll year is the data from the 5-2-1 calculations tab for each quarter and totals moved to a new table?  Also the Earnings window?  I have a number of custom reports and queries for this data.  I contacted tech support, but the person didn't even know what I was talking about that these tables cleared out when closing the payroll year.  It is totally OK to let me know the table name, if it exists.  I regularly run SQL queries on the Sage tables so am familiar with the structure.

  • in reply to Nick E.

    There are no new tables involved.  Each payroll history file has the year and month (or check date) included in the file structure.  So the files don't actually clear, they just begin with fresh totals for the new year.  Not sure which files you are using, but PR_EmployeeEarningsHist, for example, has this file layout:

  • in reply to bethbowers

    Thanks Beth. I don't have that table in my database for Sage 100 Contractor.

    There are two tables in SQL that has the data:

    For total salary, table dbo.payrec  A query can be run in either SSMS or Excel to view/sort the data.  If your query has the last check date (chkdte) of the year, then results will have the year-to-date (ytdgrs) gross wages for each EE.

    For QTD totals for each calculation, table dbo_SnapShot.empqtd A similar query can be run.  In this case the recnum field is the EE number and then you would want to filter by the payroll year field (payrollyear)

    If you want to get fancy, then you could link the two tables in your query, this way you can select an EE number and year, and get there YTD totals for their earnings and QTD for all their calculations (DBA's)

  • in reply to Nick E.

    Oh, whoopsie, NIck - you're in the Sage 100, not Sage 100 Contractor area.

*Community Hub is the new name for Sage City