What's New

This bulletin describes the changes included in the July 2018 Sage 50 Payroll Solutions Update for Sage 50 Accounting, release 2019.

State and Local Tax Changes

1. Kentucky State Income Tax 
   The 2018 withholding rates and wage base limits changed.
2. New Mexico State Income Tax 
   The 2018 withholding rates and wage base limits changed.
3. Oregon State Transit Tax 
   This tax is new and effective for the employee as of July 2018. As of July 2018, employers and employees based in Oregon were advised of a new Statewide Transit Tax. This tax applies to only the employee and is computed when performing a payroll run. Previous guidance from Oregon Revenue authorities indicated that this tax also applied to the employer, however, this tax is for employee withholding only. Action Required: Please review instructions to setup and configure this tax for employees based in Oregon.
4. Philadelphia Local Income Tax 
   The withholding rates changed effective July 2018.

Tax Forms

Payroll Tax Forms: The payroll tax forms are now all updated within the Payroll Tax Form Selector window. To receive an update, select a Federal or State form and click on Next. If there is an update, the next window to appear will have an option to automatically update your forms. It is strongly recommended that you take all forms updates.

NOTE: The payroll forms update also updates the forms lists that appear in the Payroll Tax Form Selector window. If you are trying to run a year-end 2017 form such as W-2’s, 940/943/945 but only see the 2016 forms listed then:

• Select the 2016 form that you want and click on OK.
• If you have a current Sage 50 Payroll Solutions or Business Care subscription, the next window will prompt you to update your forms.
• After taking the forms update, you will see the 2017 year-end forms listed in the Payroll Tax Form Selector window.

Special Note: The forms provided by Sage 50 are approved by the taxing authorities. A few states have not yet approved their forms. Any form, that can be printed and mailed, and is awaiting approval, will print with the banner “Record Copy Do Not File”. We will be removing the “Record Copy” as the taxing agencies approve the forms. There will be periodic online updates for these forms via the Automatic Update feature in Payroll Tax form.

Making Sure That Your Tax Update is Applied

The version for this tax update is 20180701 for release 2019. Follow these steps to make sure that your tax update was applied:

For Release 2019:

1. Open your Sage 50 company.

2. Select Help > About Sage 50 Accounting.

3. Confirm that the Installed Tax Update version number matches the version number listed above.

Getting Help and Customer Support 

Help within your Sage 50 application is a great source of information. Help can be accessed from a Sage 50 window by clicking on the Help button in the toolbar or pressing F1 key while on a field.

Need more help?

Visit our Sage City Customer Resources page for additional Sage 50 U.S. resources, including links to Customer Support options like Live Chat and Online Case submission, the Sage Knowledgebase, Sage University, and more.