This knowledge base article provides information on commonly asked questions regarding fiscal year-end and payroll year-end.
Year-end processing general info
Year-end tax forms
|DocLink: How to print or eFile 1099 and 1096 forms for tax year 2022 or prior in Sage 500|
|How to print IRS tax form 1096|
|DocLink: How to edit 1099 payment data|
|DocLink: How to recalculate general ledger history and beginning balances|
|How retained earnings are updated during period end processing|
|DocLink: How to set up the inventory calendar|
|DocLink: Government Form and Aatrix FAQ|
|Who do I call for support on 1099 processing?|
|DocLink: How to install and uninstall stand alone 1099 updates for year 2022 for Sage 500|
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- Preparing to close Accounts Receivables
- Preparing to close Accounts Payable (US)
- Preparing to close in General Ledger
- Preparing to close Inventory Management
- 500E - Sage 500 ERP - Printing and eFiling 1099s:
This Anytime Learning Package provides you with information about how to prepare 1099 forms for printing and eFiling. You will also learn how to set up eFiling, connect to Aatrix, and access 1099 history in Accounts Payable.
- 500E - Sage 500 ERP - Period and Year End:
In these lessons learn how to successfully close periods and the fiscal year. Learn which modules to close first, which reports to print, and how to balance specific accounts to the general ledger. The modules covered include General Ledger, Accounts Receivable, Accounts Payable, Cash Management, Sales Order, Purchase Order, and Inventory Management.