Sage 100 - 2021 Year-End IRD Release Notes - Tax Year 2021

Sep 19, 2026

Upload by Aditya

Sage 100 2021 Year-End IRD Release Notes provides step-by-step guidance for installing the 2021 IRD and the year-end Aatrix update, emphasizing the need to complete required prerequisites and backups before proceeding. It covers compatibility with Sage 100 version 2019 Update 5 and outlines IRD installation steps and verification in Sage 100, including the 1099 Form Tax Reporting workflow. The document also details 2021 enhancements for Accounts Payable Form 1099 reporting, including updated form versions and new 1099 box options for DIV, MISC, and NEC, plus required workstation installation instructions.

LanguageEnglish

CategoryGeneral

FormatPDF

Pages6

Reading Time2 min

AccessFree to download

Introduction

Important Reminders

Installing Year-End Updates

IRD Installation Steps

1099 Form Tax Reporting (Aatrix) year-end update

IRD Details

Using the Form 1099 Box Maintenance Utility

Sage 100 2021 Year-End IRD Release Notes ©202 1-2022 The Sage Group plc or its licensors. All rights reserved. Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of Sage Global Services Limited or its licensors. All other trademarks are the property of their respective owners. Contents Introduction 4 Important Reminders 4 Installing Year-End Updates 4 IRD Installation Steps 4 1099 Form Tax Reporting (Aatrix) year-end update 5 IRD Details 5 Using the Form 1099 Box Maintenance Utility 6 Introduction Please read this entire document carefully. This document contains specific steps for a successful year-end update installation. Skipping any step may have irreversible results. • See the Installing Year-End Updates section below and follow the required steps to ensure the accuracy of your data. • Read the Interim Release Download Read Me section to review details of this Interim Release Download ( IRD) . The 2021 IRD is compatible and applicable for Sage 100 version 2019 with Update 5 (6.10.5) installed. Note: For later versions of Sage 100, the year-end changes described in this document were included in the following updates: • Update 2 for Sage 100 2021 (7 .00.2) • Update 4 for Sage 100 2020 (6 .20.4) Important Reminders • You must install the 2021 IRD and the year-end Aatrix update before processing year-end tax forms for 2021. It does not matter which update is installed first. • In all companies verify that Accounts Payable data entry files are not in progress before installing the 2021 IRD. • Make a backup of the entire ..\ MAS90 folder on the server before installing the 2021 IRD. • All users must exit out of Sage 100 before installing the IRD. • If you have any third-party modifications installed, please contact the developer to confirm the modification program is compatible with the 2021 IRD. Also, verify if the modification will need to be reinstalled after installing the 2021 IRD. Installing Year-End Updates Update 5 for Sage 100 2019 (6.10.5) must be installed before you can install the 2021 IRD. IRD Installation Steps 1. Log into the Sage Knowledgebase. 2. In the Search field, type Download Sage 100 IRD for 2021 , and then press Enter. 3. Open the applicable article, and then click the Download button. 4. Click Save or Save As. Make note of the location where the file is saved. 5. Go to the location noted, and open Sage 100 End of Year IRD2021 folder. 6. Double-click the Sage 100 End of Year IRD2021 .exe file. 7. Click Run. Click Next and follow the on-screen instructions 8. Install the IRD in the ...\ MAS90 folder on the server. 9. To verify that the IRD was successfully installed, do the following in Sage 100: a. Expand Library Master, Reports, Activity Log. b. Click Preview. c. Look for the description of Sage 100 End of Year IRD2021 . 1099 Form Tax Reporting (Aatrix) year-end update • The Aatrix year-end update is scheduled each year on December 20th at the latest. • The Aatrix update must be installed on each workstation that has Federal and State Tax Reporting installed. • When you access any Tax Reporting task in Sage 100 , you will be prompted to install an Automatic Update. Install this update for all applicable form changes. For more information, see article ID 18851 in the Sage Knowledgebase. IRD Details To print or electronically file 1099 (DIV, INT, MISC or NEC) forms, use the following task in Sage 100: • Accounts Payable > Reports > Form 1099 Tax Reporting The 2021 IRD contains the following enhancements for Accounts Payable: • Form 1099 Tax Reporting version has been updated to 2.95. • The following new 2021 boxes will be available for all companies in your installation after installing the 2021 IRD. o 1099-DIV Form changes for tax year 2021: 􀂃 Box 2e was added for Section 897 Ordinary Dividends 􀂃 Box 2f was added for Section 897 Capital Gain o 1099-MISC Form chan

FAQs

What prerequisites must be completed before installing the 2021 IRD and Aatrix update?

Install the 2021 IRD and the year-end Aatrix update before processing 2021 year-end tax forms. Ensure Accounts Payable data entry files are not in progress, make a backup of the entire MAS90 folder, and exit all Sage 100 users before installing the IRD.

How do you install the 2021 IRD in the MAS90 folder?

Log into the Sage Knowledgebase, download the “Sage 100 IRD for 2021” article content, run the Sage 100 End of Year IRD2021 .exe, and install the IRD into the server’s MAS90 folder following the on-screen instructions.

What 2021 enhancements affect Form 1099 reporting in Sage 100 Accounts Payable?

The Form 1099 Tax Reporting version is updated to 2.95, and new boxes are added for tax year 2021: DIV adds boxes 2e and 2f; MISC adds box 11; NEC includes described behavior after the Aatrix update regarding Direct Sales and checkbox selection. INT has no required changes for 2021.

Sep 19, 2026

Upload by Aditya