Smartbridge Partners

  • Home
  • Solutions
    • Distribution
    • Manufacturing
    • Job Shop
    • Mobile Sales & Service
  • Services
  • Our Products
    • Accounting Systems
    • Service & Project Mgt
    • CRM
    • Mobile Sales & Service
    • Human Resources
    • Intelligence & Alerts
  • Why SmartBridge?
  • Contact Us
    • Blog
You are here: Home / Archives for Payroll

April 13, 2017 by Jerry Norman

Important Sage 100 Payroll Change

Sage 100 Payroll starts a significantly new authorization scheme in a couple of weeks. Users of this module must pay attention to this important change to avoid glitches in their May payroll operations. 
 

Sage changed the Sage 100 Payroll fees.

Your Payroll module’s pricing was different during your last Sage Business Care renewal. Sage now charges for your payroll module baseImpoerd on the number of employees you pay. When you renewed, you told Sage the maximum number of payments you would make in a payroll period. Sage calculated your fee from that.
 
If you try to run more checks than your subscription allows, it prints only up to the authorized count. If you happen to let your renewals lapse, your payroll won’t process at all. Your updated software now communicates with Sage’s “mother ship” to keep everybody honest about the count and the renewal date. 
 
This change, while annoying, brings Sage’s practice into line with just about every other way to run payroll. There simply aren’t many, if any, accounting packages that don’t have some gating to enforce payments based on employee counts and periodic payments. 
 

Check your Sage 100 Payroll Module’s Expiration Date.

Your Sage payroll module starts enforcing this licensing method on May 1, 2017. Be sure to check now that the correct renewal date shows in your system. Go to Library Master/Setup/System Configuration, and look under the Modules tab. Notice the “Payroll Subscription Expiration” Field. If that date is 4/30/2017 or earlier, your payroll will not run in May or beyond. (If you don’t find this field, please call us. We can discuss options for upgrading your version.)
 
If you have questions or concerns and you are covered by our Knowledge Transfer Agreement (KTA), call Jerry Norman at (512) 419-1444 x112, and we’ll help you figure out what needs to happen. If our KTA doesn’t cover you, then call your Sage Support contact. Of course, you could also call Jerry to buy one of our KTA’s and then have us work your payroll challenges!

Filed Under: Uncategorized Tagged With: Payroll, Sage 100

December 29, 2016 by Jerry Norman

Checklist for Sage 100 Payroll Year-end Processing

Generating your year-end payroll and generating the annual reports is a straightforward process within Sage 100 Payroll.

The goal is to create the final pay run for your employees in a way that lets you then create all of the reports and filings without modification. Follow these steps to a stress-free tax filing month!

  1. Run and Update all final payrolls for the year. This includes all checks dated in the tax year for which you are filing W-2s.
    • Be sure to set the dates for the checks and the accounting period to both be in the tax year.
    • Verify that the Years to retain eFiling history in Payroll Options is set appropriately. More is usually better.
    • Confirm that payroll checks have been posted, and the G/L postings made too.
  2. Print the Sage 100 payroll reports. If you haven’t already done so, this is a great time to start with Paperless Office!
  3. Generate Federal & State quarterly and annual tax forms and reports from the Company.
  4. Reconcile tax forms generated in Aatrix to your Sage 100 reports.
    • If you’ve been following these procedures during the year for your regular filings, this should be no trouble.
    • Follow the procedures in the linked support article.
    • If you must modify, make changes in Sage 100. Pay close attention to match the accounting date to the payroll dates!
  5. Make an Archive copy (backup) of the Live Company Code now. This will hold all the detailed data from your 2016 payroll, since the details will be eliminated when you close the year.
  6. Download and Install the year-end software updates before generating W-2s and other government forms and reports. Call SmartBridge Partners for help if you don’t feel comfortable installing this IRD (Interim Release Download); assistance in this is part of your Knowledge Transfer Agreement.
  7. Generate Federal & State quarterly and annual tax forms and reports from the Live Company.
  8. Generate and process W-2s from the Live Company, which still has all of the details of the updated 2016 payroll data.
  9. Perform year-end processing in Payroll in the Live Company. Before you do, re-check that you made your Archive copy; this step will irretrievably eliminate the payroll details, which is necessary before you can start processing for the 2017 tax year.
  10. Download and install tax table updates (TTU) for the new tax year. These are the tax rates you will use for 2017 payrolls.
  11. Review and complete setup requirements for the Affordable Care Act (ACA) for the filing year.

Of course, if you have questions or problems about these, let us know. The call is included as part of your Knowledge Transfer Agreement.

Filed Under: Uncategorized Tagged With: Payroll, Period End, Sage 100

Looking for Something?

Subscribe to Our Newsletter

Get technology tips, tricks, and insights by email.

Latest from the Blog

  • Live Interactive Forum: Sales Tax Experts Explain Supreme Court Decision
  • How to Start Simplifying Your Inventory Tangle
  • Important Sage 100 Payroll Change

Please Follow Us

  • LinkedIn
  • Twitter

Copyright © 2023 · Executive Pro Theme on Genesis Framework · WordPress · Log in