FAQ - Year-end software release for Sage 300 CRE
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[BCB:5:Third-party support:ECB]

 

We're provided several of the most commonly asked questions about the year-end version. See the Year-End Procedures Guides (YEPG) for more information about year-end processing and tasks.

Common Questions

Q: Why is Sage releasing only one year-end version?
A: By releasing only one year-end version, we’re able to concentrate our efforts on one software version to ensure a high-quality release.

Q: Can I upgrade to the latest version and still process payroll for 2025?
A: Yes, you can upgrade but still process payroll for 2025. Apply the 2026 tax updates after your last payroll in 2025, after closing the Payroll year, and before processing your first 2026 payroll.

Q: Because of timing, I’m unable to upgrade to the 2025 year-end supported version before my first payroll in 2026. Will the 2026 tax tables work for versions 20.1 - 24.2?
A: Yes, the 2026 Tax Tables will function properly, but it's recommended that you upgrade to the 2025 year-end version before running Aatrix reports. See more information about updating taxes.

Q: Why can’t Sage release the year-end version earlier in the year?
A: The year-end version is a government compliance release. We release in December to account for last-minute changes to the legislature or government requirements that occur late in the year. This time frame assures that Sage has incorporated all the known government-mandated changes for reporting and processing into the software.

Q: How do I receive notifications when updates are available?
A: To receive a notification when the release is available, subscribe to our Community Hub forum:

  1. Go to Community Hub at www.communityhub.sage.com.
  2. Click the outline of a person in the upper right-hand corner.
    • If you’re already signed in, your profile picture displays instead of an outline. Skip to step 4.
    • If you aren’t signed in and you already have a portal or Community Hub account, enter your user name and password. Click Sign in. Skip to step 4.
  3. Select Join here if you don’t have an existing portal or Community Hub account. Fill out the requested information and click Join now.
  4. Hover over Support Groups and select your country.
  5. Select the product you want to receive notices for.
  6. Select Forums then Sage 300 CRE Announcements, News, and Alerts.
  7. Click More on the right-hand side, then select Turn Forum notifications on.

Preparing to install

Q: What is the year-end version?
A: The year-end version includes government-mandated changes. Also, update your taxes before printing checks for the new year. We provide the year-end version as a download.

  • You don't have to install this version before processing your last payroll of the year.
  • Enter Affordable Care Act Information manually. You don't have to install the year-end version before your first payroll of the new year.
  • Install the year-end version before generating your year-end government forms.

Q: When will the year-end version be available? How will I receive it?
A: We’ll announce the Year-End version for the currently supported version (v25) when available. We provide the year-end version as a download. When available, you can download the release from a link in the Related Solutions below.

Q: What version do I need to have installed before I download the year-end release? Which versions will be compatible with the year-end software update download?
A: We’ll announce the Year-End release when available. If you’re currently using a 24.x or earlier version of Sage 300 CRE, start making plans now for upgrading. See Sage 300 Construction and Real Estate: Download Portal for valuable resources, including installation checklists, to help you plan and complete your upgrade. Your channel partner or consultant can also assist with upgrades.

Q: Does the year-end version include all previous updates and patches?
A: Yes. The year-end release includes all previous updates and patches. You don’t need to install previous updates and patches before or after installing the year-end version.

Q: Do I need to install the year-end version if I don’t use Payroll and Accounts Payable?
A: It’s still recommended. There are some fixes included in the year-end version. Check the release notes with the 2025 Year-End announcement on Community Hub. You can determine if you need to install the update if you don’t use Payroll or Accounts Payable.

Q: Do I need to install the year-end version before I close the year, print checks, enter invoices, or complete other tasks in Payroll and Accounts Payable?
A: No. See FAQ (US) - Timing of year-end tasks: What steps do I perform when? for more information.

Q: Are Payroll tax changes included in the year-end version?
A: No. The year-end version includes any changes to year-end forms like W-2s and 1099s. Install the update before you print or file your government forms.

We expect to release the Payroll Tax Update for the 2026 in December. It will contain the Payroll tax changes. Check the forums at www.communityhub.sage.com in December for the tax update announcement. Use the Download Taxes tool to download and update your taxes or select the appropriate tax file attachment.

Installing the Year-end release

Q: Where can I download the year-end release?
A: We’ll announce the Year-End release when available. 

Q: How do I download and install the year-end version if my workstations aren’t connected to the Internet?
A: Download the year-end version from another computer that has internet access. Transfer that file to a portable storage device like a USB flash drive so that you can install the file on your computer. You can access the file download from any computer with internet access (home computer, public library computer, etc.).

Considerations after installation

Q: Which data files do I need to upgrade after I install the Sage 300 Construction and Real Estate year-end version?
A: When you use the Upgrade Files tool and select all data files to upgrade, the utility only upgrades the file it needs to upgrade. Don’t select the Force file upgrades checkbox.

Q: What will my version be if I successfully install the year-end software update?
A: When you install the year-end version successfully, the application versions change.

 

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Steps to duplicate
Related Solutions

Supported versions for year-end and non-year end