A Few Year-End Reminders for Sage HRMS (ABRA)

By: | Category: Compliance, Employee Experience

Year end is just around the corner, and with it the need to produce all the additional reports and forms required for payroll. Sage publishes a comprehensive year-end guide for Sage HRMS to help you remember all the necessary steps. Look for the updated guide on the Customer Portal about mid-December. In this post we review some key year-end how to’s:

Applying Sage Abra Suite Product Updates

You can apply the Product Update as soon as it is available. The tax changes that are included have an effective date, and so will not be used by the system until you are processing after the effective date.

Product Updates should be applied before processing Trial Quarter Close, and should not be applied when a payroll or quarter end process has been started but not completed. This is important to avoid duplicate Unemployment (UI) gross earnings.

Before applying the update, complete all payroll processes, including:

  • Final Payroll and Final Quarter Close should show complete.
  • Check Printing, Direct Deposit Advices, and ACH File Creation should say complete or not applicable.
  • If any process other than Trial Payroll or Trial Quarter Close says not complete that process should be run before applying the Product Update.

Please call us if you need assistance.

Payroll Tax Forms And E-Filing

Sage Payroll Tax Forms and eFiling by Aatrix is a service that has been included with Sage HRMS Payroll since 2012. The service provides updated reports and forms at no cost and enables you to fill out and file tax forms electronically for a small fee.

To use tax forms with Sage Payroll Tax Forms and eFiling by Aatrix, open one of the tax forms available in Federal Tax Filing or State Tax Filing from Payroll > Government Reports.

Sage Payroll Tax Forms and eFiling by Aatrix is easy to use and saves you time by eliminating the need to create reports manually. Reports are automatically completed, reviewed, and edited on screen, then electronically filed in minutes for processing. This service insures 100 percent compliance and eliminates many filing expenses associated with printing and mailing activities. You can rest assured knowing your files are protected using multiple levels of security.

You can choose from several levels of service for W-2 filing. The complete W-2 eFile service is just $1.95 per employee, and includes:

  • W-2s eFiled to the appropriate State and Federal agencies.
  • Employee Copies printed and mailed to your employees and also posted to a secure website for immediate access.

For a detailed overview and a price structure of the Sage Payroll Tax Forms and eFiling by Aatrix options, visit: https://partner.aatrix.com/index.php/sagehrms