I am having a similar issue, however I show that I have an active Sage Business Care Plan Level. I am uncertain whether I have Gold or Platinum as it doesn't show that.

My issue is that Federal Income, State Income, FICA, FUTA, and SUTA taxes are not calculating correctly. Social Security Taxes should be calculated at 6.20%, Medicare taxes should be calculated at 1.45% and the program is not pulling this calculation correctly for my employee (7.65%) and for the company (7.65%) itself which should equal 15.3%. The State Unemployment rate was set to 3.5% but the rate for 2015 was 1.3%, 2016 was 1.2%, and 2017 is 1.1%. When I update my payroll taxes for each tax period, this should have updated automatically right? Also was wondering how I go about adding a calculation for Cost of Living Adjustment (COLA) taxes into my payroll tax tables. The COLA rate for 2016 was 0% (December 2015, due January 2016) and 2017 is 0.3% (December 2016, due January 2017) (www.imercer.com/.../social_security_figures.aspx). Also Federal Income taxes should have been calculated at 15% for her tax bracket (www.moneychimp.com/.../tax_brackets.htm), and State Income taxes should have been calculated at 5% for her tax bracket for the state of Utah (incometax.utah.gov/.../tax-rates).

My client received a notice from the IRS stating we underpaid the taxes reported on 940 and 941 forms for Quarters 1-4 for 2015 and 2016 and 2017 quarter 1. Due to these calculation errors, I will need to file amendments for forms 940 and 941 for tax periods quarter 4 2015, quarters 1-4 2016, and quarter 1 2017. Also correct the W-2 forms for 2015 and 2016, which means that if I send the W-2 for 2017 I will need to correct this one to.

Also was wondering if there was a way to add the form 940 and 941 to the Federal Tax Deposit (EFTPS) because currently it only pulls the payment voucher for 940 and 941 and leaves the Tax Form out of it. I would like it to include both the Tax Form and the Payment Voucher for both 940 and 941 so I don't have to E-File these separately. How do I go about making this change?

Any help with this matter would be appreciated as the IRS needs a response to the notice quickly (by next week).

I can help you. What year is the program you are using? Are you in a 2017 program? When you go to Services and check for updates, does it say you are entitled to the payroll tax download?

I am using Sage 50 Pro Accounting 2017, Installed Tax Service: 20170102 and yes I enrolled for payroll solutions and I am currently paying for In-house payroll services. I am also enrolled in E-File services via Aatrix.

First, If you have an old program and you created your own tax tables, you need to delete them. The system will default to old tables.

The EFTPS tax Coupon is used to pay the 941 and 940 deposits. Chose the form first and then chose the filing period.
The actual 941 form is filed Quarterly and the 940 is filed once per year.

The correct State Unemployment rate needs to be set under File > Payroll Formulas > User maintained Tax tables. Create the 2017 formula with the correct percentage.

First, I am not using an old program. As I stated I am using Sage 50 Pro Accounting 2017 with payroll solutions services. Second, I have not created my own tax tables and am using the tables that come with the program and update the tables to the files you send me. The problem that I am having is not all the tax table formulas update with that file.

As for the use of EFTPS, I understand how and when to file the tax forms. The question is how would I go about adding the tax forms under this option so I don't have to e-file the forms separate from the payment voucher. Currently under the EFTPS option, only the payment voucher is pulled in here. The question here is how I go about adding the tax forms 940 and 941 to the EFTPS option so when I e-file the tax forms, both tax forms and payment vouchers get sent.

As for the correction of the formulas in my tax tables, how do I go about making it automatically update with the correct formulas going forward? 

All I am trying to do here is streamline my job that I do for my client.  I process her payroll biweekly and e-file her payroll taxes every quarter.  Any help with this matter would be appreciated.

Also noticed that under the Employees & Payroll tab I see the Sage Advisor instead of my Employee List.  I was able to see my Employee List before I updated my 2016 to 2017.  Could this be part of my problem?  Can you check and see on your side if my account is the appropriate level: Customer ID: .  I converted a student version of Peachtree to Sage 50 so I could process payroll.

Many times companies move to a new program from an old program and the old tax tables move forward! That could have been the situation here.

The question is how would I go about adding the tax forms under this option so I don't have to e-file the forms separate from the payment voucher.

You use the payment voucher to make timely payments daily, weekly or monthly as required by law. You choose what form your deposit is for and the quarter. You have your account set up with Aatrix and they take the money from your account on a timely basis.

If you wait until the end of the quarter to make the payment with the 941, it will schedule the payment with the form when you submit your 941 through Aatrix. They will ask when you want to schedule the payment.

If deposits are previously made, you would then file the 941 with no payment due and no voucher.

The 940 payments are made with the same coupon that you use for the 941 and they are made when your liability reaches $100 by the end of the quarter. You only file the the 940 form at year end and like the 941, you can make a payment with the form if a balance is due. When you go to file the form, Aatrix will ask when you want to schedule the payment.

The Advisor will show up for the first 50 times you open the company file. You can click the red X at the top and it will close.

I checked your Sage account and you are fine. You have payroll and you can e-file. (Please edit you last post and remove your customer ID.)

I don't think your Aatrix account is set up. Go to peachtree.aatrix.com/.../PublicPTW008.aspx

Good luck with Sage 50!

Shirley