Wiki Page: Financial Year-End Checklist
Step 1: Complete all transactions for the year Before you run your final financial reports, all transactions must be completed for that year. Step 2: Fixed Asset year-end procedures The following...
View ArticleForum Post: Cash Flow Statement Default Settings
I was wondering if someone can provide me with the default Cash Flow Statement Settings. It looks as though someone in my organization has customized our standard Cash Flow Statement instead of...
View ArticleWiki Page: Product and Tax Updates
Product download links Sage 50 Accounting U.S. Edition 2015 download link Sage 50 2015 Intelligence Reporting download link Note: You must have a valid product Serial Number to install the program....
View ArticleWiki Page: Reports and Tax Forms
How To How to install tax formula and tax form updates - ID 10193 Print Leave Feedback How do I manually update my local taxes for the new year? - ID 10158 Print Leave Feedback How do I view an...
View ArticleWiki Page: Purging Unnecessary Data
Below are instructions to guide you through purging unnecessary data in Sage 50. When should I purge my Sage 50 data? Purging is the process of removing inactive customers, vendors, employees, jobs,...
View ArticleWiki Page: Installation
Product download links Sage 50 Accounting U.S. Edition 2015 download link Sage 50 2015 Intelligence Reporting download link Note: You must have a valid product Serial Number to install the program....
View ArticleWiki Page: Year-End Closing
How To How do I make adjustments to general ledger accounts? - ID 10296 Print Leave Feedback How to run the Year-End Wizard - ID 10081 Print Leave Feedback FAQs Once I have closed the year, am I...
View ArticleWiki Page: Closing the Fiscal/Payroll Year Recommendations
When is the best time to close the Fiscal/Payroll Year Usually there is no need to close a fiscal year exactly at the end of the last accounting period. Sage 50 allows you to keep two years worth of...
View ArticleWiki Page: Payroll
How To How do I make payroll adjustments? - ID 10275 Print Leave Feedback How can I correct a payroll check? - ID 13356 Print Leave Feedback How do I void a Payroll check? - ID 12217 Print...
View ArticleWiki Page: Payroll Year End Check List
Use this checklist to guide you through preparing your Year End payroll information. This section has information about which payroll reports to run and how to process your Federal and State forms...
View ArticleWiki Page: Step 1: Print Quarterly Payroll Reports
Step 1: Print Quarterly Payroll Reports This section covers reports you should run quarterly to save for your own records and to compare the information on your forms. Run the Quarterly Earnings...
View ArticleWiki Page: Step 2: Print or e-File Quarterly Forms
Print the 941/941B Federal tax forms: These forms are used for filing quarterly and annual payroll information with the federal government. These forms are printed on plain paper. You can e-file...
View ArticleWiki Page: Step 4: W-2/W-3 Forms
Step 4: W-2/W-3 Forms Print W-2s and the W-3 for your company in Sage 50 U.S. How to print or e-file W-2s and W-3 forms Note: To print and file employee copies of the W-2, you will need the...
View ArticleWiki Page: Step 3: Year-End Reports
Year-End Reports Run the Yearly Earnings Report The Yearly Earnings report displays all paycheck information for each employee with subtotals for each quarter of the calendar year. Each payroll field...
View ArticleWiki Page: Step 5: Print or e-File Year-End State Forms
Print or e-File Year-End State Forms This section covers state forms you should print at year- end to report your payroll information to the state taxing authorities. How to print or e-file...
View ArticleWiki Page: Step 7: Print 1099/1096 Vendor Forms
Print 1099/1096 Vendor Forms Setup a 1099 vendor : You can specify if a vendor is a 1099 Interest vendor or a 1099 Independent Contractor using the Maintain Vendors screen. How to Change 1099 vendor...
View ArticleWiki Page: Step 6: Print or e-File Year-End 940/941 Federal Forms
Print or e-file Year-End 940 / 941 Federal Forms This section covers the 940 and 941 federal forms you should submit to the federal taxing authorities at year-end. How to print or e-file...
View ArticleWiki Page: Sage 50 U.S. Year-End articles and checklists
Find answers to frequently asked year-end questions. Select areas from the option found in the table of contents on the right or select a topic here: Hot Topics Installation Payroll E-Filing Product...
View ArticleBlog Post: 5 Retail Best Practices from the Container Store
At one point in my career, I decided to get a part-time job on top of my full-time job. I was looking for a change of pace so I went online and applied for a job at my local Container Store. I am...
View ArticleForum Post: Pre-tax Payroll Deductions
Having a problem entering a "pre-tax" employee deduction to my payroll mid year. This is a new Section 125 deduction. I have previously entered a different Section 125 deduction and it works properly....
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