Frequently Asked Questions

To print or efile the 941 and 941B tax forms, follow these steps:

*It is important to have the latest Sage 50 Payroll tax service update installed to ensure you have Sage 50 forms that are in compliance with current government regulations.

1. From the main Sage 50 (Peachtree) menu, click Reports & Forms, then select Forms, now select Tax Forms.
2. Double-click Payroll Tax Forms.
3. Highlight the current 941 report in the Available Forms box.
4. In the section Select filing period, choose the Frequency, Year and Quarter, click OK to preview and print the 941.
5. The report will open.
6. Fill out the form (all required red areas); enter the total amount of all 941 deposits made during the quarter.
7. Click next step, select e-File or Print, and print on plain paper.

The Sage 50 (Peachtree) Payroll Tax Service updates are automatically downloaded and installed by the Sage 50 (Peachtree) Accounting software program. Sage 50 (Peachtree) release 2009 will download the tax update file and will automatically install when Sage 50 (Peachtree) is closed on each workstation, similar to the manner in which Service Release updates are automatically installed upon exiting Sage 50 (Peachtree).

If the update fails to start automatically and checking for updates prompts message, “There are no updates available at this time” you can also manually install the update by following the steps below for Sage 50 (Peachtree) version 2009.

1. On a network computer that has expired tax forms, double-click My Computer and browse to the Sage 50 (Peachtree) datapath.
2. Open the Updates folder inside the datapath and locate the tax update file. Example: P:\Company\Updates.
   The tax update file name will appear in the format of payroll year, month of update, and the Sage 50 (Peachtree) version. For example, the filename of the October 2008 Payroll Tax Service Update for Sage 50 (Peachtree) Accounting 2009 is Tax2008Oct_Release2009.exe.
3. Run the update file by double-clicking and follow the directions that appear in the wizard. Repeat steps 1-3 on any computer where the tax forms need to be installed.

Sage 50 (Peachtree) Versions 2007 and 2008
Sage 50 (Peachtree) Accounting will download the tax update file and save it to an updates folder within the Sage 50 (Peachtree) datapath. This file is located on the server, allowing other network computers to access and install the tax update.

1. On a network computer that has expired tax forms, double-click My Computer and browse to the Sage 50 (Peachtree) datapath.
2. Open the Updates folder inside the datapath and locate the tax update file. Example: P:\Company\Updates.
   The tax update file name will appear in the format of payroll year, month of update, and the Sage 50 (Peachtree) version. For example, the filename of the October 2008 Payroll Tax Service Update for Sage 50 (Peachtree) Accounting 2008 is Tax2008Oct_Release2008.exe.
3. Run the update file by double-clicking and follow the directions that appear in the wizard. Repeat steps 1-3 on any computer where the tax forms need to be installed.

Annual 1099 forms are required for independent contractors and vendors that your company has paid interest to for services on a loan. Sage 50 (Peachtree) prints 1099 information on pre-printed 1099 forms, not blank paper. Federal 1099 forms can be purchased from Sage Forms 1-800-617-3224.

Below are steps to help you with the process of printing your 1099’s:

Prior to printing 1099 forms, install the latest Sage 50 (Peachtree) Updates to ensure that you have Sage 50 (Peachtree) forms that are in compliance with government regulations. When you are in Sage 50 (Peachtree) click on Services – Check for Updates to see if you are presented with updates you need to download. If so, download and install the updates.

We suggest that you first print vendor 1099 forms on plain paper to verify vendor payment totals and form alignment.

You have the choice of printing 1099-MISC to report compensations or 1099-INT to report those vendors to whom you paid more than $10 in interest a year. When you enter a vendor in Maintain Vendors, there is a field for 1099 Type on the General tab. Make sure your 1099 vendors are appropriately setup.

Verify your company information. Before printing the 1099 forms, you must verify that your company information is set up correctly. From the Maintain menu, select Company Information. In the Maintain Company Information window, ensure that your company’s address and telephone number are entered correctly.

You must print your vendor 1099 forms before you close the payroll (2008 calendar) year.

Insert blank pre-printed 1099 forms (Miscellaneous or Interest) into your printer.

Open Sage 50 (Peachtree) and your company. Open the 1099 forms folder:

• Sage 50 (Peachtree) 2007 users – From the Reports menu, select Accounts Payable. The Select a Report window appears. Scroll down through the report list and double-click the 1099 Forms folder. A list of 1099 forms appears. Double-click the desired form type to print. Select either the 1099-INT Preprinted form or the 1099-MISC Preprinted form.
• Sage 50 (Peachtree) 2008/2009 users – From the Reports & Forms menu, select Forms, then select Tax Forms. A list of 1099 forms appears. Double-click the desired form type to print. Select either the 1099-INT Preprinted form or the 1099-MISC Preprinted form.

In the Filter window, enter or select a vendor ID range or accept the default of all vendors. Verify that the payroll year is correct. Then, select OK. (In Sage 50 (Peachtree) 2008/2009 you will click on Print/Email instead of OK).

Additional Information:

• You can click the Adjust Limits button to adjust the lower limits, if necessary, for the various types of payments.
• In the Print window, the default printer appears. If you want to print to a different printer, select one from the list. Otherwise, select OK to begin printing the forms.
• If you get a message that there were no forms to print, you may not have vendors set up as 1099 type vendors or the 1099 vendors do not meet the minimum payment requirement.

To print multiple copies, repeat the above procedure.

Printing Form 1096

The Form 1096 is the submission cover sheet for 1099’s. After successfully printing your 1099’s, you will need to print a corresponding 1096.

• Sage 50 (Peachtree) 2007 users – After printing your 1099’s, a screen will offer to print your 1096. If you do not print the 1096 at that time, you may print the 1096 from the Reports menu, select Accounts Payable. The Select a Report window appears. Scroll down through the report list and double-click the 1096 Forms folder. A list of 1096 forms appears. Double-click the desired form type to print. Select either the 1099-INT Preprinted form or the 1099-MISC Preprinted form.
• Sage 50 (Peachtree) 2008/2009 users – After printing your 1099’s, a screen will offer to print your 1096. If you do not print the 1096 at that time, you may print the 1096 from the Reports & Forms menu, select Forms, then select Tax Forms. A list of 1096 forms appears. Double-click the desired form to print. Select either the Preaddressed Preprint or the 1096 Preprinted form. On the Filter screen, select the 1099 Type you are reporting. Make sure to enter name of person to contact.

1. If the Beginning Account Balance for the AR (or AP) Account and the Customer (or Vendor) Beginning Balances (i.e. the outstanding invoices from before you started using Sage 50 (Peachtree)) were not equal, than the aging report and the account will not match.
2. If any entries were posted to the AR account that did not originate in either Sales Journal (SJ) or Cash Receipts (CRJ) Journal, then the aging report and the account will not match.  Note: The Accounts Payable corresponding report would be Purchase Journal (PJ) or Cash Disbursements Journal (CDJ).
3. If any invoices or Cash Receipts/Payments were posted to an account other than the AR (or AP) account, then the report and the account will not match.

1. Identify the customer and invoice number to be written off as bad debt.
2. From the menu bar, select Tasks, Receipts.
3. In the Customer ID field, select the customer that has the invoices that are outstanding for this customer.
4. The Apply to Invoices tab will display with the invoices that are outstanding for this customer.
5. Enter a unique reference number which will help identify the receipt as a write-off, for example WO-001.
6. Place your cursor in the Cash Account box in the upper right-hand corner.  Click on the magnifying glass and select the Bad Debt Expense Account from the drop-down list.

7. Select the invoice you wish to write off as a bad debt and select its PAY check box.

8. Save the entry.

Note: Go back into Tasks-Receipts and change the cash account back to the proper account.  After completing the steps above the cash account will be set to the Bad Debt Expense Account and must be reset back to the cash account.

Sage 100 (MAS 90/200) works well for wholesalers, distributors, manufacturers and retail or service industry businesses.  We understand every business is unique and it is our desire to learn how you are utilizing your current software package, what needs are not being met, as well as any additional functionality you may require.  Your systems consultant will help you understand how Sage 100 (MAS 90/200) can provide the information you need to run your business.

• Review daily processes to increase profitability & efficiency.
• Find ways to readily have access to important reports and other key performance indicators of your business.
• Customize Sage 100 (MAS 90/200) to save employees with demanding daily entry tasks.
• Integrate Sage 100 (MAS 90/200) with other software packages to eliminate duplication of data entry.
• Learn ways to automate manual processes.
• Find ways to easily access business or customer data, such as a report showing customer purchases comparison to prior year, late shipment report, slow moving inventory, etc.
• Set up alerts or automatic emails to staff or customers when a specific event happens.
• Integrate sales and accounting systems.
• Learn ways to better track inventory within your warehouse.
• Learn ways to improve your picking and packing process.
• Improve the way you are capturing costs involved in production.

Request a FREE Sage 100 (MAS 90/200) Business Process Review today!  Contact David Overholt at 800.232.8913 or info@dwdtechgroup.com.

Web-based training is led by an instructor and is delivered online at a specific date and time.  All you need is a computer, phone, and an Internet connection.  Everything happens live, so you can ask questions and interact with other participants.  Web-based training combines the interaction of a classroom with the convenience of staying right where you are!

• Convenience – Receive the training you need right from your office.  You don’t have to worry about being away from home and work for days at a time.
• Lower Cost – Eliminate travel expenses associated with traditional classroom training.  All you need is a computer with Internet access.
• High Quality – Our web-based training sessions are taught by our highly knowledgeable software consultants.  The same software consultants that provide you installation and support services.

More on Sage 100 Training …

Sage Software and DWD Technology Group each handle different aspects of support for your Sage 100 (MAS 90/200) accounting system.

If you have a software question and are on a Sage telephone support plan, you can contact Sage Software directly.

DWD Technology Group’s software consultants are highly skilled and dedicated to the needs of your business.  They provide phone, on-site, and remote services including:

• Sage 100 (MAS 90/200) installation and configuration
• Systems integration with 3rd party applications
• Software customization & custom Crystal Reports
• Sage 100 (MAS 90/200) training
• Sage 100 (MAS 90/200) upgrades
• System analysis – to optimize your software usage
• Network and hardware installation
• Network and hardware repair
• Network and hardware upgrades
• Network and hardware maintenance

• Get the latest version of Sage 100 (MAS 90/200) with annual upgrades to your current modules
• Maintenance releases from Sage’s development team. Take advantage of product updates, fixes and minor enhancements that help maintain the reliability and performance of your software
• Access to the Sage support team for five (5) support cases annually
• Get unlimited access to Sage Software Online, the award-winning online support system. This system contains the very same knowledge base used by Sage’s technical support experts. The system provides 24-7 access to solutions for thousands of common and not-so-common technical questions. In addition, Sage Software Online helps prevent software difficulties before they happen by posting the latest product and technical bulletins, installation tips, troubleshooting tips and product release information
• Proactive email notifications. The Silver Plan email service broadcasts technical bulletins, program updates and product fixes that will help maintain the reliability and efficiency of your software
• The Technical Reference Support Guide (TRSG) – filled with valuable reference information and procedure checklist with frequently asked questions for year-end processing
• Keep your tax tables and payroll calculations always up to date with quarterly and year-end Tax Table Updates.

• Unlimited number of support cases direct with Sage support
• Front-of-the-line access to a phone analyst
• Extended support hours
• Upgrade planning assistance
• Unlimited Anytime Learning courses

Please note that all support services related to these plans are provided directly from Sage Software