June 15, 2015 US Payroll Tax Updates for Sage 300 ERP

Posted by EQ Tech on Tue, Jun 30, 2015

Tax Table Updates for Sage 300 ERP U.S. payroll customers for June 15, 2015 is now available for download. 

Before you InstallSage-Payroll

Before installing the tax update:

  • Back up your data.
  • Make sure all users have exited the program and there are no Sage 300 ERP instances running.
  • Download the Product Update from the Sage Customer Portal.
  • Verify your service pack or product update level. To verify what service pack or product update you have installed, click the System Information option on the Help menu in Sage 300 ERP.

Federal Legislative Updates

There are no Federal legislative updates in Sage ERP Accpac U.S. Payroll for the Q2 2015 period.

Update the Local Tax Repository and Rates

This section only applies if local tax codes are used. After the Tax Update has been installed and activated, click the Install Repository button in the Local and Other Custom Taxes function to update all local rates

  1. After the Product Update is complete, log into Sage 300 ERP.

  2. On the Local and Other Custom Taxes window, click the Install Repository button to update all of the local tax rates in the system.

  3. When you receive the prompt "Install Repository completed. Do you want to continue updating
    company level local tax records with information from the local repository?":

    • Click Yes to automatically update the company rates for all local taxes, or
    • Click No if you prefer to select each local tax individually and click the Update button for each one in order to apply the rate changes. This gives you the opportunity to validate rates before and after the changes.

      Note: If you click No , you will be required to manually update each employee-level tax. This can be done for all employees at once by tax from U.S. Payroll > Update Taxes, or by individual employee from Employee Payroll > Taxes.

  4. If you click Yes , after the process completes a message displays: "Updating company level local tax records completed. Do you want to continue updating employee local tax records from the local tax repository?".

    • Click Yes to automatically update the employee-level rates for all local taxes, or

    • Click No if you want to select each employee or use the Update Taxes tax, then update each tax or employee individually.

      Important! This process requires security permissions in Sage 300 ERP to access all employees.  Otherwise you may not receive the prompts as described above and employee rates will not be updated.

California Change in Policy

California issued a change in policy effective July 1, 2015, requiring that check stubs, or a document issued the same day, include sick balance.  Installing the payroll update will not update the check forms.  If the payroll check format you are currently using does not already include the sick balance, please contact us so we can update the form in Crystal Reports.

State and Local Legislative Updates

This section lists the state and local updates available with this release. If a state or locality is not listed in this section, there are currently no tax updates or product modifications for that state or locality.

  • Kentucky
  • New York
  • Ohio
  • Pennsylvania

You can obtain documentation regarding the specific State and Local tax updates details from any of the following areas:

  • After you install the Tax Update program, open the Sage ERP Accpac desktop, select the Help menu, then Documentation.
  • Or, after you install the Tax Update program, open the Microsoft Start menu, then select All Programs > Sage Accpac > Documentation.

Files pertaining to the US Payroll Tax Update will have filenames that start with “UT” and the Canadian Payroll start with "CT".

Quarterly Wage on Disk(ette)

If you use Sage ERP Accpac U.S. Payroll v 5.6, 6.0 and 6.1, you can use your program to produce the following:

  • State Unemployment Tax (SUTA) quarterly wage reports on diskette or hard disk.
  • State Income Tax (SIT) quarterly wage reports on diskette or hard disk (for California, Maine, and New York only).

Sage ERP Accpac U.S. Payroll produces the data on diskette or hard disk in the following formats:

Sage 300 ERP US Payroll Tax Update - June 30, 2013

For all other states not listed, Sage ERP Accpac U.S. Payroll produces a report in the general ICESA format. Click here to download the Notes and Instructions for Quarterly Wage on Disk(ette).

In order to download the update, customers must have a current Payroll Update Plan (PUP) or be a Priority Software Support (PSS) subscriber as of the tax table effective date. Please contact Equation Support if you require assistance to install the US Payroll Tax Update.

Topics: Sage 300 (ACCPAC), Sage HRMS and Payroll Processing

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