During the year-end tax season there are typically longer than normal wait times to connect with our Sage support team. To help you complete your year-end with ease we have created a set of resources to answer your most common questions. Check out the articles below!

How do you get the latest Payroll taxes?

• Read about how to download and update taxes
• Read here about how to manually download and update taxes if you are not connected to the internet or are a subscription customer

Have you seen our helpful checklists?

• US - Timing of year-end tasks
• CA – Timing of year-end tasks

Find out how to process W-2 and W-3 forms or T4 forms:

• Read about how to process W-2 forms
• Check here to learn about T4s

Do you need to know how to process 1099 forms for US customers or T5018 forms for Canada customers?

• Check out here about how to process 1099 forms
• Read here about how to create the T5018 file

Are you on the right version to process year-end?

• Check out this blog post that details out the supported version

Year-end video playlists:

• Canada Year-end playlist
• United States Year-end playlist

Find out how to use various tools:

• Read about how to use File Tools to back up data files
• Read about how to use File Doctor to correct corrupt data files
• Read about how to install on a workstation or a Citrix/terminal server
• Using Aatrix, try doing a test run W-2

For additional information, visit and bookmark the Sage 300 CRE US & Canada Year-end Center for 24/7 resources and information!

Tip! View this guide on how to subscribe to the Announcements forum for the latest in product news and updates.

Note: Read about our holiday schedule.

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.