This webinar covered year-end procedures for Sage 100, including backing up data, closing modules in the correct order, installing updates, and processing payroll and 1099 forms. The presentation lasted approximately one hour, with time for questions. Key topics included closing periods, tax table updates, filing W-2s and 1099s, and important deadlines and websites for year-end tasks and tax rules. Presenters were available after for any additional questions.

1. Start Time: 2:00pm EST
Welcome!
Webinar Audio:
You can dial the telephone numbers located on your webinar panel.
Or listen in using your microphone or computer speakers.
Live Webinar

2. Webinar Details
• Presentation is roughly 1 hour
• All phone lines are muted
• If anyone has any questions during this webinar – please type them in
your Questions Box located at the bottom of your webinar panel

3. Today’s Presenters
Rob Bassett | Net@Work
Sales Manager
Maureen Bartels | Net@Work
Sage 100 Senior Business Consultant

4. Sage 100 (MAS 90) Live Online Training CoursesWide Range of Sage 100 Course Topics!
Register on our website:
www.netatwork.com/events
Featured Course:
Sage 100 - Year-End Processing
Tuesday, Dec 19 | 10AM ET
Sage 100 Live Online Training Courses

5. Upcoming Sage 100 (MAS 90) Live Webinars
Register on our website:
www.netatwork.com/events
Live Webinar:
Sage 100 – Enhance, Automate, and Integrate
We’ll show you how Sage 100 can be enhanced based
on your business rules and can be customized.
Dec 20 | 2pm ET
Upcoming Sage 100 Live Webinar

6. Today’s Agenda
• Backup – System / Companies
• Year-End
- Timing
- Module Closing Process
• Year-End Tax Table & Service Packs
• Accounts Payable - 1099s
• Payroll - W2s and ACA
• 2018 Tax Table Download
• Q & A

7. Start Time: 2:00pm EST
Let’s Get Started!

8. Backup
• Test backups, please, throughout the year.
• At end of year, create a new company, give it a description of 2017 BU or
something similar and copy the current company to it.
• Ask your IT staff to create a backup for the full MAS 90 directory and save it
for Year End 20XX each year.
• You can also just backup the company data folder: MAS_ABC

9. Year End Procedures
Who closes each module?
Set by Security in Role Maintenance, is usually run with accountants
direction.
When do I close each module?
Once all data has been entered for the prior year for each module and
reports are run and reconciled. Except for General Ledger and Payroll.
Why?
Simply said, to stop any processing into the past.
Where?
Period End Processing

10. Module Closing Order
Order Module
1 Bill Of Materials
2 Work Order
3 Bar Code
4 Purchase Order
5 Sales Order
6 Inventory Management
7 Material Requirements Planning
8 Payroll
9 Accounts Receivable
10 Accounts Payable
11 Job Cost
12 General Ledger

11. Year End Procedures
• Note that Bank Rec and Time Card are not
included in the list to close.
• Close out all open invoices, journals, receipts
in each module before closing the periods.

12. Sage 100 Supported Versions
To find the version you are currently using, click the HELP on the menu bar here
Choose the About Sage 100 ERP window, which will open to show
the version you are on

13. Sage 100 Supported Versions

14. Sage 100 Supported Versions
• Version 2017 (5.4) Service Update 3
• Version 2016 (5.3) Service Update 5
• Version 2015 (5.2) Service Update 5
• Version 2014 (5.1) Service Update 7
• Sage will release the 2017 IRD and TTU sometime this month. IRS has not
released the latest tax tables, because Congress is changing the tax rates.
If you’re on any older version, use Payroll, and need to file W-2’s, please call
Net@Work ASAP for a solution. Helpdesk 888.494.9479
Supported Versions:

15. Year End SP’s, IRD and TTU
• Install the latest Product Update for your version of Sage 100,
unless you have 3rd party enhancements – found on the Sage portal.
• Log into Sage 100 to convert your companies
(Library Master >> Main >> Company Maintenance)
• Install the Interim Release Update IRD for your version of Sage 100, to print
1099 and payroll forms. You will find instructions for this Update on the
Portal as well.
• Run W-2s - (Payroll > Period End >> Federal e-filing and Reporting)
• Run 1099s - (Accounts Payable > Reports > Form 1099 e-filing and Reporting)
• Install the Tax Table Update, add your 2018 unemployment rate

16. W-2’s
• Dependent Care will only show on the W-2 if you put it into the field under
Payroll > Main > Employee Maintenance > Tax Summary > Federal button >
Field name is Dependent Care
• Employer Insurance deduction shows in Box 12, code is DD
• Forms for SSA and employer can be printed to plain white paper.
• Forms for Employees and states should be a 4-up perforated page, with the
information printed on back. The form will look like this:
• ACA - you must file Form 1094/1095’s if you have more than 50 employees.

17. W-2’s
• Under Payroll > ACA you will find a report to fill in the blanks
for the employer form called ACA Applicable Large Employer
Report. Run it after your last payroll of the year.
• In this same folder, you will find the ACA Employee
Maintenance where you fill in the amounts paid for employee
insurance by the employer.
• Federal e-filing and Reporting will print the employer and
employee ACA forms for you.
• DO NOT USE THE FIX BUTTON in Employee Maintenance >>
Tax Summary. These changes will NOT show in Aatrix.

18. 1099s
• The amount is based on the check date, not the invoice date
• Check your 1099 year in Accounts Payable >> Setup >> Options to
be sure it current
• The 1099 will use the vendor address, not the Remit To address
• You can run the 1099’s through Reports > 1099 e-filing and
Reporting as often as is needed before running the final copy
• You will still need the RED form 1099 and 1096.
• Print the Vendor Listing with Balances report to check totals for
each 1099 vendor. Or, Print the AP Check History Report by vendor
to match total paid for the current year for 1099 vendors.

19. Important Websites
Sage City for year-end and ACA information:
https://sagecity.na.sage.com/support_communities/sage100_erp
Your 2nd source of important information will be:
www.irs.gov
Your 3rd source of information is:
https://customers.sagenorthamerica.com/irj/portal/anonymous/login
4th source:
Net@Work Consultants

20. Start Time: 2:00pm EST
Please type in
your questions

21. Thank You For Attending!
Stephanie Davis
804.298.3812
sdavis@netatwork.com
Pat Russo
646.293.1767
prusso@netatwork.com
Shaun Garrity
781.713.0817
sgarrity@netatwork.com
Maureen Bartels
Sage 100 Senior
Business Consultant
847.232.8805
mbartels@netatwork.com
Rob Bassett
Sales Manager
804.298.3813
rbassett@netatwork.com
…or you can reach out to us via the information below!
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