Consulting Services Sage 100 Keys to Year-End Success 2018


The holiday season is upon us, which can only mean one thing: year-end is almost here! A successful and less-stressful year-end starts with proper planning, and of course a few checklists. Before you start making your list and checking it twice, take a moment to review a few key dates and information that will help you prepare for the most wonderful time of the year!

Want a more comprehensive guide? Download the Keys to Year-End Success.

Important Dates


Due Date

1099-MISC box 7 – Vendor Copy


1096 & 1099-MISC box 7 – Federal Filing


W-2 – Employee Copy


W-3 & W-2 – Federal Filing


940 & 941 – Federal Filing


1099-MISC all other boxes, paper forms only – Federal Filing


1096 & 1099-MISC Electronic – Federal Filing 


Year-end Software Updates

Year-end software updates are essential, especially for organizations who run payroll through Sage 100. Keep an eye out for additional communications from your P&N team on when year-end tax table updates and interim release downloads are made available by Sage.

Accounts Payable and Payroll Year-End Checklists

  • Order forms and supplies - Be sure to order early! Refer to our comprehensive guide for more details. 
  • Clean up vendor master files
  • Review vendor payment history and draft 1099s
  • Review payroll check history and draft W-2s
  • Decide when to print W-2s (before or after first payroll for 2019)
  • Close your books
  • Print and/or electronically file 1099s and W-2s

Be sure to visit the Sage Year-End Center for more tips and tricks!

Here to Help

We want to hear about the areas of the business that you and your team are looking to improve over the next year. If you need assistance with your year-end checklist, contact the P&N team at

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