Installing and Updating Federal and State Tax Reporting in Sage 100

For Sage 100 versions 2018 and later:

Note: Federal and State Tax Reporting is a workstation application and will need to be installed on each workstation that will need to access to Payroll and/or Accounts Payable tax forms.

Installation Option 1

1. Select any of the Tax Reporting menu task below:
   • Open Payroll, Period End, Federal and State Tax Reporting
   • Open Accounts Payable, Reports, Form 1099 Tax Reporting
2. Select Yes if prompted with: “The Tax Reporting client needs to be installed. Do you want to proceed?”
   • Note: To restrict this menu task from roles assigned to users, you may deselect the following option(s) in Library Master, Main, Role Maintenance, Main tab for each role:
     1. Open, Accounts Payable, Reports/Forms, Form 1099 Tax Reporting
     2. Open, Payroll, Update/Period End, Federal and State Tax Reporting

Installation Option 2: 

1. From the workstation, open Windows Explorer to browse to the “..\MAS90\Wksetup” folder on the server where Sage 100 is installed
2. Right click “Autorun.exe” select Run as Administrator
   • Note: Do NOT install Federal and State Tax Reporting on the server!
3. Select Install Federal and State Tax Reporting to start the InstallShield Wizard. 
4. Select Next
5. Click, Accept
6. Select Finish
7. Repeat for each workstation that need access to Federal and State Tax Reporting. 

Activating 

1. Perform either of the following
   1. Open payroll, Period End, Federal and State Tax Reporting
   2. Open Accounts Payable, Reports, Form 1099 Tax Reporting 
2. Select Activate
3. If using a proxy server, select Proxy, and enter the applicable information
4. Select OK

Updating

Note: Aatrix mandatory quarterly updates are set on March 20th, June 20th, September 20th, and December 20th. If the 20th falls on a weekend, it is usually released the Friday before. In the March update, the new tax years 941 form will be updated; in the December update, the current tax year’s annual forms (i.e. W2, 1095, 940 and 1099) will be updated

1. Perform either of the following:
   • Open Payroll, Period End, Federal and State Tax Reporting
   • Open Accounts Payable, Reports, Form 1099 Tax Reporting
2. Select any form, and click Accept
3. If a form update is needed, you will receive one of the following prompts:
   • Click Yes, At the prompt “There is a mandatory quarterly update available. It must be installed to continue processing. Do you wish to update now?”
   • Click Automatic Update at the prompt “A forms update is required to make sure you have the latest forms”
4. Review the selections, and select Next
5. Select Close at the “Update Complete” message

NOTE: If you do not get prompt for an update, try to manually download and install Aatrix forms update.

1. Click link, https://partner.aatrix.com/sage100
2. On the right-side under Quarterly Updates, click Sage 100
3. Select to Run the MAS90.exe
4. Click Yes, This setup will perform an upgrade of ‘Federal and State Tax Reporting.’ Do you want to continue?
5. Click, Next
6. Click, Finish

Uninstalling

1. Select Windows Start button, Control Panel, Add/Remove Programs
2. Select Federal and State Tax Reporting, and click Uninstall
3. Select Remove, Next
4. Select OK at the “Do you want to completely remove the selected application and all of its features?” dialog box
5. Select Finish