Sage 100: How to Install Federal and State eFiling Reporting

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

• Installing (versions 2013 and above)

1. Select any of the eFiling menu task below:
   Payroll, Period End, Federal or State eFiling and Reporting
   Accounts Payable, Reports, 1099 eFiling and Reporting
2. Select Yes to the prompt “The eFiling and Reporting client needs to be installed. Do you want to proceed?“
3.  Note: To restrict this menu task from users, please deselect option in Role Maintenance, on the Main tab.
   Expand Accounts Payable, Reports/Forms, Form 1099 eFiling and Reporting
   Expand Payroll, Update/Period End, Federal eFiling & Reporting and State eFiling & Reporting

• Installing

1. Browse to the ..\MAS90\Wksetup folder. Right-click on Autorun.exe, then select Run as Administrator.
2. Note: Do not install eFiling and Reporting on the server.
3. Select Install Federal and State eFiling and Reporting to start theInstallShield Wizard.
4. Select Next.
5. Select Finish.
6. Repeat for each workstation that need access to eFiling and Reporting.

• IMPORTANT NOTE for versions 4.40 & 4.50: After completing steps above, you must download an additional update. Select link http://partner.aatrix.com/sage100erp, on the right side under Quarterly Updates, select Sage 100 ERPlink. Select to Run the MAS90.exe. Select Yes when prompted for setup to install/apply update.
• Activating:

• Perform either of the following:
• Expand Payroll, Period End, Federal eFiling and Reporting
  Expand Accounts Payable, Reports, Form 1099 eFiling and Reporting
• Select Activate.
• If using a proxy server, select Proxy, and enter the applicable information.
• Select OK.
  • Updating:
  1. Perform either of the following:
  2. Expand Payroll, Period End, Federal or State eFiling and Reporting
     Expand Accounts Payable, Reports, Form 1099 eFiling and Reporting
  3. Select any form, and click Accept.
  4. If a form update is needed, you will receive one of the following prompts:
  5. Select Yes, at the prompt,There is a mandatory quarterly update available. It must be installed to continue processing. 

     Do you wish to update now?“
     Select Automatic Update at the prompt,
     A forms update is required to make sure you have the latest forms.

  6. Review the selections, and select Next.
  7. Select Close at the “Update Complete” message.

• Uninstalling:

1. Select Windows Start button, Control Panel, Add/Remove Programs.
2. Select State/Federal eFiling and 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.