Sage 100 ERP Payroll: How do we get and install the new 941 forms?

Question:  Mike, we own Sage 100 ERP (formerly Sage MAS90), we process Payroll. How do we get and install the new 941 forms?

Answer:  Normally, when the IRS has a new 941 form, Sage will create the new form and make it available on the Sage support website. As long as a user is current with their maintenance plan those updates are available from Sages website.

First step:

Log in to the Sage support website. If you don’t know where it is, contact your Sage reseller or Sage directly, and they will assist you in getting access.

The 941 forms are available for download on the first page of the support website. You can download and save to your desktop to start with.

Second Step:

Prior to running the update:

1)   Using Windows Explorer, browse to the \MAS90\Reports folder.

2)   Rename the following files in \###-### and \###-xxx folders where xxx is the company code, rename files PR941a and PR941p, example rename to PR941a-2011.

3)   Run the update install and point to the \MAS90 directory.

Third step:

Go to Payroll>Period End>Quarterly 941 Printing.

The system will give the message “The Crystal RPT file for ###-### does not exist. The default form will be user” Check OK and the print the new form.

Written by Mike Renner, Partner WAC Consulting, Owner at Computer Accounting Services

Mike is an expert in Sage 100 ERP, with over 25 years of experience in the accounting software industry. Mike is also a Sage Certified Trainer and a recognized leader in the design, implementation and support of ERP systems, including Sage.