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Sage BusinessWorks 2015 Service Pack 7 question

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Hi Kim or Payroll Question Answerer!

One of my clients has hundreds (and hundreds and hundreds...) of employees.  She finally printed her W-2s for them last week (from an archived company).  She has yet to e-file the official forms to the UST.  Is it okay to install service pack 7 with the new tax tables?  Or will that mess up the official W-3 and W-2 for the Feds?

Can you believe after all these years using BW this question has never come up for me?  Most of my clients are trained to get those W2s out before the first payroll of the new year.  Oh, well.  Live and Learn!!!

Thank you!!

Vicky Schroeder

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    Hi Vicky - generally the rule is to print W2 prior to installing the tax tables. However - and this may only apply for the 2016 tax tables and may not apply to future tax updates - this year since there was no change to the FICA limit, if they installed the SP 7 it should not effect their W2s. If the FICA limit changed (like it normally does), you would need to go to the tax tables and change the limit back to the old limit, print W2s, then change it back to the current limit. (For your information, to edit the limits you would go to PR,Taxes, Maintain Tax Tables and select US Federal Tables. Then select Allowances, Limits and Rates and edit the limit).
    Thanks-
    Coleen
  • 0 in reply to Coleen Graber
    Thanks, Coleen!

    That is great info to know. I wasn't sure if she would get errors or not, since the e-filing is technically a reprint from saved/historical information. So then Aatrix would act the same way BusinessWorks did before Aatrix showed up. MAS90/Sage 100 acts that way, too.

    My Sage100 clients always wait to the bitter end, so I'm constantly changing tax tables from January through February 28th/29th. My BW clients usually get their tax forms done at the first of the year, so I had never experienced this. Can you believe that after all these years???? :) Now I know. Will keep it in mind for next year.

    Have a great 2016!!

    Vicky

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