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Which forms should I order for year-end?

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Summary

Below is a list of year-end forms required for Sage 300 CRE Payroll and Accounts Payable.

Resolution

Important: Beginning reporting year 2023 - per IRS requirements, if you have 10 or more returns, you must eFile

If you need assistance with determining the correct forms to order, call Sage CRE Forms at 1-800-760-7929 or email them at [email protected].

Form 1099

Form Type Federal 1099 Federal 1096 Payer, Recipient, and State Instructions*
eFile 1099-NEC Record Copy** Record Copy** Blank Perforated 4-Part (4-up) without backer Plain Paper
Printed 1099-NEC

Plain Paper***

 Plain Paper*** Blank Perforated 4-Part (4-up) without backer Plain Paper
eFile 1099-Misc Record Copy** Record Copy** Blank Perforated 4-Part (4-up) without backer Plain Paper
Printed 1099-Misc Plain Paper*** Plain Paper*** Blank Perforated 4-Part (4-up) without backer Plain Paper
eFile 1099-INT Record Copy** Record Copy** Blank Perforated 4-Part (4-up) without backer Plain Paper
Printed 1099-INT Plain Paper*** Plain Paper*** Blank Perforated 4-Part (4-up) without backer Plain Paper
eFile 1099-DIV Record Copy** Record Copy** Blank Perforated 4-Part (4-up) without backer Plain Paper
Printed 1099-DIV Plain Paper*** Plain Paper*** Blank Perforated 4-Part (4-up) without backer Plain Paper
  • 1099 Instructions*: Print the instructions on plain paper and distribute them with the recipient copies.
  • Record Copy**: Print this form on blank paper for your records.
  • Plain Paper***: Effective reporting year 2023, the Red Pre-printed Form for 1099/1096 Federal copies is no longer required. Aatrix received approval from the IRS to print to plain paper. Aatrix's IRS approval code prints in the lower left corner of the form

 

Form W-2 and W-3

Form Type Federal SSA copy Federal W-3 Employer State and/or Local W-2 Employee
eFile W-2 Record Copy** Record Copy** Record Copy** Record Copy** Blank Perforated 4-Part***
Printed W-2 Plain Paper* Plain Paper* Record Copy** Blank Perforated 4-Part*** Blank Perforated 4-Part***
  • Plain Paper*: The IRS accepts the Federal W-2 and W-3 on plain paper with black ink. See The W-2 and W-3 for the Social Security Administration are not red for more information.
  • Record Copy**: Print this form on blank paper for your records.
  • W-2 Instructions***: We recommend ordering blank 4 part perforated forms with instructions on the back. You can also print the instructions separately using blank non-perforated paper. Then photocopy the printed instructions to include with all the Employee W-2s your're mailing.

For both options, you can place orders by calling 800-760-7929 or email them at [email protected].

ACA Forms

  • Employee 1095-B - Blank Full page w/instructions on back
  • Employee 1095-C - Blank Full page w/instructions on back

1098 Mortgage Interest Forms

For the 1098 forms generated in Property Management, use the pre-printed 2-up forms for 1098s. The red form for Federal (copy A). The black form for Payer/Borrower (copy B) and Recipient/Lender (copy C). Order these forms from the Sage CRE Forms web site at http://www.sagecreforms.biz.

 

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