Year-End Processing Resources for Calendar year 2025

Product Updates

The following updates are essential for year-end processing:  

Interim Release Download (IRD) 2025

Target Release Date: 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 Product Updates, you can: 

1. Create a separate installation of Sage 100 (current version).
2. Migrate a copy of your live data to the new installation.
3. Run current year Tax Forms.
4. Return to your original live installation for other tasks.

*****For installations, reach out to your Sage Partner or our Sage Expert Services team.  There is also training available through Sage University if needed.  

Payroll 2.26.0 Release 

Target Release Date: 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.

• 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. (3 years after product release date). See Link in Related Solutions.

Access Product Downloads

You can access the product downloads by going to:

• Sage 100: Download Portal

   

  • ** Download Sage 100 Payroll 2.26.0 (link to be added upon release - target release approximate date 12/18/25)
  • ** Sage 100 Year-end IRD for tax year 2025 (link to be added upon release - target release approximate date 12/18/25)

You will be prompted to log in with your Sage Customer Portal credentials. 

 Payroll Tax Updates

• Run the Payroll Tax Updates when prompted or soon after.  
• The first expected update is December 4, 2025, with more updates expected through early 2026. These changes are documented in the Payroll Tax Update Guide. 
• After any Payroll tax updates, run Payroll Status Check from the Utilities Menu in Payroll.  Run for both the "Setup" and "Missing Other/Local Taxes Utility" selected from the dropdown on the Test field. 

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

Helpful Related Resources

• 2025 Year-end for Sage 100 - FAQ (coming soon!)
• What happens during Payroll Period and Year End Processing
• Tips for Reconciling Payroll Reports in Sage 100 Versions 2018+
• What is the recommended Period End or Year End order of closing for modules in Sage 100?
• Sage 100 Supported Versions
• How does Sage 100 support the Affordable Care Act (ACA)
• Sage 100 Update Release Schedule