Sage 300 CRE Brunch Club: It's Year-End Again!

Missed our Recent Brunch Club meeting? Watch it now and download the slides to eexplore all the processes needed to close out the year in Sage 300.

In this CRE Brunch Club, the Sage 300 team focused particularly on preparing 1099s and year-end reports. We walk through the process of using the Sage 300 system to run specific reports, close the year, and generate forms and e-filing for 1099s. We also cover essential topics like handling third-party sick pay, pulling local taxes onto W-2s, and the critical steps to take before downloading your taxes and closing your year.

• The webinar provides a comprehensive walkthrough for preparing 1099s in the Sage 300 system, including running reports, setting up accounts payable, generating forms, correcting errors, and finalizing the process.
• The importance of understanding and correctly setting up payroll, specifically for third-party sick pay, which includes checking for correct exemptions and tax calculations.
• It's crucial to link local taxes in Aatrix for payroll tax W-2s