Core Financial Modules

[AnnetteM]

Hello all.  I'm new to MAS 90. We have the current version and I'm getting ready for 4th qtr period end and was looking in the 'Help' section, it says "If performing quarter end for the 4th qtr (year end), print and verify the W-2 forms."  I'm not ready to do the W2's but have to run a payroll this week and need to close the period before I can proceed. I don't understand :-(  Our rep was here mid Dec to help install the new version (apparently there have been issues in the past with installation) and he said since I was doing the qtrly processing via the e-file method I should be able to process my W2's in the current company and not in the 'copy' company. I do not know if this makes any sense.... But the lady who retired trained me and she said  that I would have to do the W2's out of the 'copy' company but nothing else. She said they could not be ran in the 'current' company. She did not use the e-file option.  She did not veer from what she knew how to do to learn a new and easier way.  I am a past Peachtree user and the e-file is the same in PT and MAS so I was familiar with that process (about the only thing in MAS I recognized!!!) I'm just confused and don't want to make a big mess. Thanks for any help.

[AnnetteM]

Hello all.  I'm new to MAS 90. We have the current version and I'm getting ready for 4th qtr period end and was looking in the 'Help' section, it says "If performing quarter end for the 4th qtr (year end), print and verify the W-2 forms."  I'm not ready to do the W2's but have to run a payroll this week and need to close the period before I can proceed. I don't understand :-(  Our rep was here mid Dec to help install the new version (apparently there have been issues in the past with installation) and he said since I was doing the qtrly processing via the e-file method I should be able to process my W2's in the current company and not in the 'copy' company. I do not know if this makes any sense.... But the lady who retired trained me and she said  that I would have to do the W2's out of the 'copy' company but nothing else. She said they could not be ran in the 'current' company. She did not use the e-file option.  She did not veer from what she knew how to do to learn a new and easier way.  I am a past Peachtree user and the e-file is the same in PT and MAS so I was familiar with that process (about the only thing in MAS I recognized!!!) I'm just confused and don't want to make a big mess. Thanks for any help.

[ebjelovs]

Annette,

Welcome to the Sage ERP MAS 90 family and to the Sage Community Forum!  It sounds to me like you need to review the year end procedures documents that are posted on Sage Online. My colleague, Regina, posted info about them in a recent post found here:

http://community.sagemas.com/t5/Time-Tracking-and-Job-Cost/Updated-Payroll-Year-End-Processing-Proce...

Hope this helps!