Month: December 2021

Closing the Fiscal Period & Fiscal Year in Sage X3

It is that special time of year again–the new year and year end for many businesses. Below is an outline of the steps required for period and year closing as well as period and year opening in Sage x3. The same steps will apply to all versions of the product. Please keep in mind that […]

Sage 500 Year End: Print or eFile 1099 and 1096 forms

This is a summary of the Sage 500 year-end procedure (version 2021 and prior) to submit 1099 and 1096 forms for tax year 2021. Note that the Sage 500 eFiling process uses Aatrix, which requires a one-time enrollment if you haven’t done so already.  This can be done near the end of the process (step […]