Sage 500 ERP: Year-end Resources

Year-end processing general info

Year-end tax forms

How to

Year-end videos

• Preparing to close Accounts Receivables
• Preparing to close Accounts Payable (US)
• Preparing to close in General Ledger
• Preparing to close Inventory Management

Year-end training

• 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.

Other resources

• Sage University
• Sage City Support Forums
  • Sage 500 ERP 1099 Updates for tax year 2023 are released
  • How to import 1099 beginning balances
• Sage Year-end Center home page