Ohio School District Tax Letter

Recently the Ohio Department of Taxation release a letter explaining the reporting requirements for school districts on W-2 forms should be done.  The letter is available here.  I've been asks is Sage 300 CRE (Timberline) will handle this reporting requirement.  The answer is a definite YES.  When you first start the Aatrix program to print W-2's you have an option at the bottom left to "Link Aatrix Tax Types". 

Screenshot for linking Aatrix tax types

Screenshot for linking Aatrix tax types

Once you click the button you can then create a new tax that specifies the school district.  How you name them is up to you but ultimately we need to find the school district tax on the list and assign it to our tax group.  Below is a screen shot setting up Lancaster school district (2305).



2016 Year End Update Information

Year-end updates for Sage 100 Contractor and Sage 300 Construction and Real Estate will be released in late December for the following versions:

•Sage 300 Construction and Real Estate versions 15.1 and 16.1
(version 16.1 is scheduled to be released summer of 2016)

Note: Sage Residential Management is not compatible with Sage 300 Construction and Real Estate version 15.1 or 16.1. If you use Payroll or Accounts Payable and you use Residential Management, we encourage you to contact your business partner about your options.

Filing deadline changes (U.S. Only)

Be aware that you will have less time to send and file your 2016 forms. In addition to sending W-2 forms and 1099 forms to employees and recipients in January, these forms must also be filed with the government by January 31, 2017. Although deadlines for filing the Affordable Care Act (ACA) forms were extended for the 2015 forms, the original deadlines have been reinstated for the 2016 forms.

The deadlines for the 2016 forms:

January 31, 2017

•W-2 forms to employees

•W-2 information to the federal government (Social Security Administration)

•1099 forms to recipients

•1099 information to the federal government

•ACA forms (1095-B or 1095-C) to employees

February 28, 2017

•If filing by mail, ACA forms (1094-B and 1095-B—or 1094-C and 1095-C) to the federal government (Internal Revenue Service)

March 31, 2017

•If filing electronically, ACA forms (1094-B and 1095-B—or 1094-C and 1095-C) to the federal government (Internal Revenue Service)

You can search for “Affordable Care Act” in the help system of your product for additional information about the ACA forms.


-        Office 365 is now compatible

-        Commitment documents

o   You can now design Word templates to use when printing subcontract or purchase orders.  Several templates are already included such as letter of intent, notice to proceed and subcontract checklist.  Additional templates can be created and saved.  You must be using Word 2010 or later to use this feature.

-        Job Setup Window

o   This has been changed to allow for easier resizing of the screen, easier visual of the tabs, and seeing the format of the job ID as you setup a new job.

-        MyAssistant Enhancements

o   New spreadsheet feature so you can include the latest data in your email messages already in an Excel spreadsheet.  There are 15 templates included with this feature

o   New notification feature when a value in a field has been changed.

o   New task and send process.  In the past if these functions failed on one task they would stop and not continue to the next task/send.  They will now move on to the next task

o   Over 50 new prebuilt tasks

o   16 New formulas such as First of Month, Current Year, etc.

o   Three new reports including an electronic payment statement and customer statement.