How to Install and Activate Sage 300 Tax Updates

Payroll Tax Updates are an important part of year-end processing. Here are the steps to download and install your Sage 300 ERP tax updates.

To Download Tax Updates:

1. Login to the Sage Customer Portal and visit Sage 300 ERP 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 Tax Updates:

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.

Note: This applies to both U.S. and Canadian pay

roll in Sage 300 ERP (Accpac) version 5.6 and later.

You must have a user name and password along with a current Business Care support plan to access and download tax updates from the Sage Customer Portal.

For related posts, check out our Tips for a Successful Year End and a Year End Payroll Processing checklist.  If you require additional assistance, please Contact us with your specific questions.