Solution Properties
Solution ID:
225924650095080
Last Modified Date:
Tue Jun 13 19:20:24 UTC 2023
Taxonomy Path:
Category//Payroll and HR//Payroll year end
Author:
legacyauthor
How to install and uninstall stand alone 1099 updates for year 2023 for Sage 500
Description
Cause
Resolution

Starting in calendar year 2016, Sage 500 ERP has begun using Aatrix Software’s 1099 software for processing 1099 forms and e-filing. Aatrix processing for tax year 2019 is supported for Sage 500 versions v2016, v2017, v2018, v2019, v2021 and v2023 via product updates.

The software to support tax years 2015 and prior are being left in the system for now, but they will not be updated. This includes the report files for the various 1099 forms. They are being left in the system to provide for limited backward compatibility.

Minimum requirements:

  • For version 2023: Sage 500 ERP 2023 GA Release (8.20.0) or newer must be installed before tax year 2022 stand-alone 1099 update can be installed. 1099 stand-alone updates are not cumulative
  • For version 2021: Sage 500 ERP 2021 GA Release (8.10.0) or newer must be installed before tax year 2022 stand-alone 1099 update can be installed. 1099 stand-alone updates are not cumulative
  • For version 2019: Sage 500 ERP 2019 GA Release (8.00.0) or newer must be installed before the tax year 2022 stand-alone 1099 update can be installed. 1099 stand-alone updates are not cumulative

1099 stand-alone updates are not cumulative.
All users must log out of the Sage 500 ERP applications before installing the server update.

Installing the Server
Installing the Client
Installing the Sage 500 Tax Forms Service

  • Step-by-step instructions with screenshots for Sage 500 1099 updates for tax year 2023 are available in Release Notes.
  • All 1099 Updates for client, server, Sage 500 Tax Forms Service, and Release Notes for the year 2023 can be accessed from the knowledge base.

Step-by-step instructions with screenshots for Sage 500 1099 updates are available in Release Notes.

Download for Sage 500 ERP - Tax Forms Service for 2016, 2017, 2018, 2019, 2021, and 2023 tax years is available, please email Sage 500 Support at '[email protected]' to request the Tax Form Service installer.


Note: Federal & State eFiling and Reporting is a workstation application and will need to be installed on each workstation that will need to access Accounts Payable 1099 tax forms.

To uninstall the software, use the Windows Control Panel Programs and Features. The entry to uninstall will be “Sage 500 ERP Tax Forms Service”.


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