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How do I update tax forms in Federal and State Tax Reporting in Sage 100?

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Summary

How to update tax forms in Sage 100.

Description


Cause


Resolution

For Sage 100 Payroll version 2.18 and higher:

  1. Open Payroll, Period End, Federal and State Tax Reporting
  2. Select FED
  3. Select any form, click Select.
  4. Select Proceed
  5. Select Automatic Update. The program will update the entire forms library.

For Sage 100 version 2017 and lower:

  1. Open Payroll, Period End, Federal eFiling and Reporting
  2. Select Federal eFiling and Reporting
  3. Select any form, click Accept.
  4. Select Automatic Update. The program will update the entire forms library.

DocLink: How to install, activate, update, and uninstall Federal and State Tax Reporting
DocLink: How to print the 941 and Schedule B forms in Sage 100