Overview of year-end processing updates
Sage 100 requires specific changes to support Tax Year 2025 forms and prepare for Tax Year 2026 reporting.
These updates include Accounts Payable (AP) changes, payroll enhancements, and tax form revisions.
Only the compliant versions listed support these updates.
Product Updates
Interim Release Download (IRD) 2025
Released December 18, 2025
Includes the following Accounts Payable (AP) changes and tax form updates:
- For Tax Year 2025
- 1099-MISC: Box 14 (Excess golden parachute payments) is no longer available.
- 1099-NEC: Box 3 is now for Excess golden parachute payments.
- 1099-DIV and 1099-INT: No changes required.
- For Tax Year 2026
- 1099-MISC:
- Box 13a: New field for Cash tips (OBBBA).
- Box 13b: New field for Treasury tipped occupation code (OBBBA).
- Box 14: Now for Overtime Compensation (OBBBA).
- 1099-NEC:
- Box 1b: New field for Cash Tips (OBBBA).
- Box 1c: New field for Treasury tipped occupation code (OBBBA).
- Box 1d: New field for Overtime Compensation (OBBBA).
- 1099-DIV and 1099-INT: No changes required.
- Supported Versions
- Sage 100 2025.0 - 2025.1 (7.40.0 - 7.40.1)
- Sage 100 2024.2 - 2024.3 (7.30.2 - 7.30.3)
- Sage 100 2023.5 (7.20.5)
NOTE: If you need Accounts Payable (AP) changes but are unable to add the IRD or Product Updates, you can:
- Create a separate installation of Sage 100 (current version).
- Migrate a copy of your live data to the new installation.
- Run current year Tax Forms.
- Return to your original live installation for other tasks.
*****For installations, contact your Sage Partner or our Sage Expert Services team. There’s also training available through Sage University if needed.
Payroll 2.26.0 Release
Released December 18, 2025
- Includes the following new features:
- 401K Combined Deduction Limit.
- Time-Off Maintenance-Additional Limit for MN Sick and Safe Time Pay (ESST).
- Treasury Tipped Occupation Code (TTOC)-OBBBA.
- No Tax on Overtime (TT)-OBBBA.
**New fields update when processing payroll starting Tax Year 2026.
- Supported Sage 100 versions
- Sage 100 2025 (7.40)
- Sage 100 2024 (7.30)
- Sage 100 2023(7.20)
- Sage 100 2022 (7.10) Expired for Partners/SAN members with NFR in their product key, on 12/31/2025. (three years after product release date). See Link in Related Solutions.
Access Product Downloads
Sign in with your Sage Customer Portal credentials.
Payroll Tax Updates
Run payroll tax updates when prompted or shortly after release.
- Payroll Tax Updates release monthly.
- The list of changes are in the Payroll Tax Update Guide located in Product Documentation.
- After each Payroll tax update:
- Select Payroll, Utilities.
- Select Payroll Status Check.
- From the Dropdown, select Setup and Run.
- Double-click the "Warning" or "Error" statuses to see the reason and evaluate.
- When done, select Missing Other/Local Taxes Utility and Run.
- Correct any fields not showing "OK" status as needed.
NOTE:
Some warnings don’t require action if your company doesn’t use those fields.
How to Access Form Updates
- Year-end Tax Reporting Forms Update (Aatrix):
-
- Updates are available on or before December 20 each year.
- Go to Aatrix updates, click the Updates button (top right), select Product Updates, then Sage 100.
- Run the MAS90.exe file from your Download folder.
- Go to Forms and Deadlines, to view Aatrix 2025 Year-end eFile deadlines.
- Install Tax Form Updates on each workstation where Federal and State Tax Reporting is installed.
Where to Get Help
- Sage Checks and Forms: Order perforated paper for W2 and 1099 printing. (No need for pre-printed forms when using Aatrix Federal and State Tax Reporting.)
- Resource Center:
- Chat is available Monday–Friday, 9 a.m. to 8 p.m. ET
- Submit an online case
Helpful Related Resources