[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-304968-105":53,"doc-detail-304968-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","rkl-year-end-planning-for-sage-100-agenda-and-calendarfiscal-year-end-preparation","RKL Year-end Planning for Sage 100 - Agenda and Calendar/Fiscal Year-End Preparation","","Year-End Planning for Sage 100 covers preparation steps for both calendar and fiscal year end, including disaster recovery verification, paperless office setup for reports, and creating a copy of the live company before closing. The agenda addresses 1099 vendor processing, payroll year-end completion, and the full workflow for quarterly and year-end forms such as W-2/W-3. It also explains 2022 IRD and Tax Forms (Aatrix) installation requirements, supported Sage versions, tax table updates, ACA considerations, and post year-end processing guidance, followed by Q&A.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/rkl-year-end-planning-for-sage-100-agenda-and-calendarfiscal-year-end-preparation/304968/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/rkl-year-end-planning-for-sage-100-agenda-and-calendarfiscal-year-end-preparation/304968.png","ImageObject",442,249,{"name":88,"@type":89},"Putri","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-26","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":76},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What should be done before starting Sage 100 calendar year-end processing?","Question",{"text":108,"@type":109},"Verify the Disaster Recovery Plan, set up Paperless Office for reports, and create a copy of the live company before closing the year.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"Which Sage 100 versions are supported for installing the 2022 IRD and year-end tax forms update?",{"text":113,"@type":109},"Supported versions include 2022 Update 0 and higher (7.00.0), 2021 Update 3 and higher (6.30.3), and 2020 Update 5 and higher (6.20.5), noted as end of life.",{"name":115,"@type":106,"acceptedAnswer":116},"How are 1099 forms filed in Sage 100 year-end processing?",{"text":117,"@type":109},"1099 forms are processed through Aatrix. Users can electronically file for a fee or print their own forms, and then report via Accounts Payable > Reports > 1099 Form Tax Reporting.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},304968,1790141180,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":8,"category_name":11,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":76,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":135,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":141},962085571259,"https://ap-avatar.wpscdn.com/davatar_29158cc5080c5b710cf443261637dec0","Year-End Planning for Sage 100  \nTo Join the Audio:  \nUS: +1 301 715 8592  \nLanette Felsch and Sue Pawlowic RKL eSolutions, LLC 12/8/2022  \nAGENDA  \n• Preparation  \n• 1099 Vendors  \n• Calendar and Fiscal Year End  \n• Year End Resources  \n• Payroll  \n• Preparing for and completing Payroll year end processing  \n• Processing and filing Quarterly and year end forms, W-2/W-3  \n• Tax table updates  \n• Post year end processing considerations  \n• ACA  \n• Q&A  \nPreparing for Calendar Year End  \n􀁘 Verify your Disaster Recovery Plan  \n􀁘 Setup Paperless Office for reports  \n􀁘 Create a copy of your live company before closing the year  \n􀁘 Calendar Year End vs . Fiscal Year End  \nPreparing for Calendar Year End  \n􀁘 In order to process year-end tax forms in Sage 100, you must install the 2022 IRD and the year end Tax Forms (Aatrix ) update . The IRD is typically available the 3 rd week of December.  \n􀁘 Before installing the IRD, validate Sage 100 and any 3 rd party applications are compatible . Supported versions of Sage 100 are:  \n􀁘 2022 Update 0 and higher (7.00.0)  \n􀁘 2021 Update 3 and higher (6.30.3)  \n􀁘 2020 Update 5 and higher (6.20.5) -End of Life  \n􀁘 If you need an update or IRD installed, please contact RKL Support for assistance .  \nEmail: [support@rklesolutions.com](support@rklesolutions.com)  \n􀁘 If you need to upgrade from Version 2019 or lower, please contact your RKL account manager.  \nPreparing for Calendar Year End  \n􀁘 To Determine your current version of Sage using Classic View, go to Help > About Sage 100  \nClassic View (available in Version 2020 only)  \nPreparing for Calendar Year End  \n􀁘 To Determine your current version of Sage using the Standard View, go to Help > Sage 100  \nPreparing for Calendar Year End  \n1099 Preparation  \nOpen Library Master > Main > Company Maintenance and confirm your EIN number has been entered:  \nVersions 2020 and 2021 Version 2022  \nPreparing for Calendar Year End  \n􀁘 1099 Preparation  \n􀁘 Payment History Report  \n􀁘 Correct Vendor 1099 amounts on the Vendor Masterfile as needed  \nPreparing for Calendar Year End  \n􀁘 1099 Preparation - Forms  \n􀁘 Aatrix will electronically file 1099 forms for a fee or you can print your own forms .  \n􀁘 Tax forms can be ordered from Sage Checks & Forms, or call 800-617-3224  \n􀁘 For 1099-NEC vendors, the IRS has released a continuous form format. Click here for more information:  \n[https://sovos.com/regulatory-updates/trr/irs-releases-continuous-use-format-form-1099-](https://sovos.com/regulatory-updates/trr/irs-releases-continuous-use-format-form-1099-)[nec-for-tax-year-2022-and-forward/](nec-for-tax-year-2022-and-forward/)  \nPreparing for Calendar Year End  \n1099 Preparation  \n􀂾 1099’s are processed through a 3 rd party product called Aatrix (a tax compliant program)  \n􀂾 Go to Accounts Payable > Reports > 1099 Form Tax Reporting  \n\n| \u003Cbr>\u003Cbr>\u003Cbr>*Select 1099 Form Type\u003Cbr>and enter YTD Minimum 2022\u003Cbr>|  | |\n| --- | --- | --- |\n|  |  |  |\n|  |  |  |\n|  | |  |\n|  |  |  |","cbCaibi1TQ1Wc7dF","https://ap.wps.com/l/cbCaibi1TQ1Wc7dF","pdf",2530187,63,"English","# Agenda\n## Preparation\n## 1099 Vendors\n## Calendar and Fiscal Year End\n## Year End Resources\n## Payroll and W-2/W-3 Processing\n## Tax Table Updates, ACA, and Post Year-End Considerations\n## Q&A","[{\"question\":\"What should be done before starting Sage 100 calendar year-end processing?\",\"answer\":\"Verify the Disaster Recovery Plan, set up Paperless Office for reports, and create a copy of the live company before closing the year.\"},{\"question\":\"Which Sage 100 versions are supported for installing the 2022 IRD and year-end tax forms update?\",\"answer\":\"Supported versions include 2022 Update 0 and higher (7.00.0), 2021 Update 3 and higher (6.30.3), and 2020 Update 5 and higher (6.20.5), noted as end of life.\"},{\"question\":\"How are 1099 forms filed in Sage 100 year-end processing?\",\"answer\":\"1099 forms are processed through Aatrix. Users can electronically file for a fee or print their own forms, and then report via Accounts Payable \\u003e Reports \\u003e 1099 Form Tax Reporting.\"}]","RKL Year-end Planning for Sage 100 - Agenda and Calendar/Fiscal Year-End Preparation | PDF",1789820393,22]