Sage 300 ERP Tax Updates

The January 2014 Payroll Tax Update (PUP) is available and can be downloaded from the Sage Customer Portal.  Sage will update the download with any late-breaking legislative changes, as necessary, throughout January 2014.

Note: You must have a user name and password along with a current Sage Business Care plan to access and download the update.  If your plan has expired, please contact us to discuss support options. If you do not have a current logon, click the “Sign Up for a Portal Account” link and provide your Sage customer account number.

How to Install and Activate Tax Updates

To download the appropriate tax update:

1. Login to the Sage Customer Portal and visit Sage 300 Downloads to access the latest updates.
2. Choose Get the Update on the appropriate link.
3. Click Download in the upper right of the page, then click Run to start the process.

To Install the Tax Update:

1. Run the executable file that you just downloaded.
2. Confirm or change the location that the files will be saved to (default is c:\AI_Temp), click Next, and follow the onscreen prompts.
3. Accept the license agreement and click Next.
4. Select or change the location where the files will be set up, select the features you wish to install, select or enter a new program folder, and click Next.
5. Verify components to be installed and file locations. If you need to make changes, click Back. If details are correct, click Next.
6. Click Finish to complete installation.

Watch How to Download and Install Tax Updates on YouTube to review the process step-by-step:

Note: This applies to both U.S. and Canadian payroll in Sage 300 ERP (Accpac) version 5.6 and later.

Need Help? Contact Equation Technologies!