Year-end for Sage 300 CRE - FAQ

Frequently Asked Questions (FAQs) on Year-end update for Sage 300 CRE.

CAUTION: Sage support can't assist with third-party products, hardware, report customizations, or state and federal tax questions. Refer to our Scope of Support for more info. Contact your Sage business partner, network administrator, or accountant for assistance.

We're providing answers to the most commonly asked questions about the year-end release. 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 and 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 timeframe ensures that Sage has incorporated all known government-mandated changes for reporting and processing into the software.

Q: How do I receive notifications when updates are available?
A: Log in or sign up to Community Hub and subscribe to the Sage 300 CRE product forum to receive a notification on updates and releases.

Q: Does the year-end release support the version I'm currently running?
A: See the supported versions for both year-end and non-year-end processing.

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 the 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: Version 25.2 Update 1 is now available on the Sage 300 Construction and Real Estate: Download Portal.

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 released version 25.2 Update 1 for the year-end. 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: We still recommend installing the year-end version as it includes other product updates and fixes. Check the 2025 Year-End announcement on Community Hub for release notes. 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 completing Payroll and Accounts Payable tasks such as closing the year, printing checks, and entering invoices?
A: No. See the FAQ (US) for timing of year-end tasks, steps to take, and when.

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

Payroll tax updates for both the US and Canada are now available. Check the forums at www.communityhub.sage.com for the tax update announcements. 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: Version 25.2 Update 1 is now available on the Sage 300 Construction and Real Estate: Download Portal

Q: How do I access and install the year-end version if I don't have the internet on my workstations?
A: Download the year-end version from another computer that has internet access. Transfer the file to a portable storage device, such as a USB flash drive, so you can install it 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.