How to Install the 2007 Year End IRD (Interim Release Download)

Please read the entire document carefully. This document contains specific steps for successful IRD installation.
Skipping any step may result in incorrectly aligned forms or missing boxes. Always make a full backup before installing.

Installation Instructions:

Notes:

• Verify that the previous year's IRD has been installed as instructed in the How to verify that IRDs are Installed section below. This is required to ensure the accuracy of your data and proper form alignment.
• Print the layout for each W-2 form before resetting your forms. Use the printed layouts to reenter any customized settings afterward.
  Note: Also print the 1099 layouts on version 4.10 and earlier.
  1. Expand Modules, Payroll, and then Period End. Double-click W2 Form Printing.
  2. Select the appropriate form from the W2 Form To Print field.
  3. Click the Form button to open the Forms Customizations window.
  4. Click the Print button.
  5. Repeat for each form listed in the W2 Form To Print field.
• Reset your W-2 and 1099 forms for each company after installing the IRD, as instructed below. Forms may not align correctly if this step is not performed.
  Note: Resetting W-2 forms is permanent and can be reversed only by restoring from backup or by manually reentering the original settings. Be sure to print the form layouts as noted above.
• This IRD is supported only with the following versions:
  • Sage MAS 90 and 200 3.71, 4.00, 4.05, 4.10, and 4.20
  • Sage MAS 200 – SQL Server Edition 3.71, 3.72 , 3.73, and 3.74

Sage MAS 90 or 200 4.20:

Note: Resetting 1099 forms is not necessary in version 4.20.

1. Install the 2007 IRD.
2. Launch Sage MAS 90 or 200.
3. Expand Modules, Payroll, and then Period End. Double-click W2 Form Printing.
4. Reset the applicable W-2 form. 

Sage MAS 90 or 200 4.10:

1. Verify that the 2006 IRD is already installed. For more information, see the Verify IRDs are installed section below.
2. Install the 2007 IRD.
3. Launch Sage MAS 90 or 200.
4. Expand Modules, Accounts Payable, and then Reports. Double-click Form 1099 Printing.
5. Reset the 1099-INT and/or 1099-DIV as applicable.
6. Expand Payroll, and then Period End. Double-click W2 Form Printing.
7. Reset the applicable W-2 form. 

Sage MAS 90 or 200 4.05:

1. Verify that both the 2005 and 2006 IRDs were already installed. For more information, see the Verify IRDs are installed section below.
2. Install the 2007 IRD.
3. Launch Sage MAS 90 or 200.
4. Expand Modules, Accounts Payable, and then Reports. Double-click Form 1099 Printing.
5. Reset the 1099-INT and/or 1099-DIV as applicable. 
6. Expand Payroll, and then Period End. Double-click W2 Form Printing.
7. Reset the applicable W-2 form.

Sage MAS 90 or 200 4.00:

1. Verify that the 2004, 2005 and 2006 IRDs are already installed. For more information, see the Verify IRDs are installed section below.
2. Install the 2007 IRD.
3. Launch Sage MAS 90 or 200.
4. Expand Modules, Accounts Payable, and then Reports. Double-click Form 1099 Printing.
5. Reset the 1099-INT and/or 1099-DIV as applicable. 
6. Expand Payroll, and then Period End. Double-click W2 Form Printing.
7. Reset the applicable W-2 form.

Sage MAS 200 – SQL Server Edition 3.74:

1. Install the 2007 IRD.
2. Launch Sage MAS 200 – SQL Server Edition.
3. Expand Payroll, and then Period End. Double-click W2 Form Printing.
4. Reset the applicable W-2 form. 

Sage MAS 200 – SQL Server Edition 3.73

1. Verify that the 2006 IRD is already installed. For more information, see the Verify IRDs are installed section below.
2. Install the 2007 IRD.
3. Launch Sage MAS 200 – SQL Server Edition.
4. Expand Modules, Accounts Payable, and then Reports. Double-click Form 1099 Printing.
5. Reset the 1099-INT and/or 1099-DIV as applicable.
6. Expand Payroll, and then Period End. Double-click W2 Form Printing.
7. Reset the applicable W-2 form.

Sage MAS 200 – SQL Server Edition 3.72

1. Verify that the 2004, 2005 and 2006 IRDs are already installed. For more information, see the Verify IRDs are installed section below.
2. Install the 2007 IRD.
3. Launch Sage MAS 200 – SQL Server Edition.
4. Expand Modules, Accounts Payable, and then Reports. Double-click Form 1099 Printing.
5. Reset the 1099-INT and/or 1099-DIV as applicable. 
6. Expand Payroll, and then Period End. Double-click W2 Form Printing.
7. Reset the applicable W-2 form.

Sage MAS 90 or 200 3.71, including SQL Enterprise Edition:

1. Verify that the 2003, 2004, 2005, and 2006 IRDs are already. For more information, see the Verify IRDs are installed section below.
2. Launch Sage MAS 90 or 200.
3. Expand Modules, Accounts Payable, and then Reports. Double-click Form 1099 Printing.
4. Reset the 1099-INT and/or 1099-DIV as applicable. 
5. Expand Payroll, and then Period End. Double-click W2 Form Printing.
6. Reset the applicable W-2 form.

How to verify that IRDs are Installed:

• 2003 IRD:
  1. Expand Modules, Accounts Payable, and then Main. Double-click Vendor Maintenance.
  2. Select a vendor with 1099 history.
  3. Click the Additional tab.
  4. At Default Form, Select Dividend Form.
  5. Verify that the 1b Qualified Dividends field exists.
• 2004 IRD:
  1. Expand Modules, Accounts Payable, and then Main. Double-click Vendor Maintenance.
  2. Select a vendor with 1099 history.
  3. Click the Additional tab.
  4. At Default Form, Select Dividend Form.
  5. Verify that the 2b Unrecap sec 1250 gain field exists.
     Note: If  Box 2b shows Post May 5 Capital Gain Distr, the 2003 IRD is installed but not 2004.
     
• 2005 IRD:
  1. Expand Modules, Accounts Payable, and then Main. Double-click Vendor Maintenance.
  2. Select a vendor with 1099 history.
  3. Click the Additional tab.
  4. At Default Form, Select Miscellaneous Form.
  5. Click the 1099 History button, and verify that the following fields exist:
     • 15a  409a Deferrals
     • 15b  409a Income
  6. Expand Payroll, and then Period End. Double-click W2 Form Printing.
  7. In the Box 12 Codes field, enter Q.
  8. If the “Q” is not retained, the 2005 IRD is not installed.
     
• 2006 IRD:
  1. Expand Payroll, and then Period End. Double-click W2 Form Printing.
  2. In the Box 12 Codes field, enter 1.
  3. If the “1” is not retained, the 2006 IRD 2006 is not installed.
     Note: This does not apply to 4.20 which already includes the 2006 IRD. The actual code “AA” (without quotes) will be accepted on version 4.20.

Installing IRDs for previous year:

IRDs for 2003, 2004, 2005 and 2006 are available on the Sage MAS 90 and 200 support page on Sage Software Online. Click the Interim Release Download link in the Downloads area.
Note: You must perform the data conversion for each IRD before installing the next.

1. Install the first year’s IRD.
2. Launch Sage MAS 90 or 200.
3. Expand Modules, Accounts Payable, and then Main. Double-click Vendor Maintenance.
4. Perform the data conversion.
5. Close Sage MAS 90 or 200.
6. Install the next IRD as needed. Repeat until the 2007 IRD is installed. 

YearEndRead.txt

The release of the 2007 Year End Program Changes CD contains enhancements for Payroll and Magnetic Media:

Payroll:

• In W-2 Form Printing has been modified according to the Internal Revenue Service 2007 Instructions for Forms W-2 and W-3 with the following changes:
  • Relocation of the employee's Social Security Number from box d to box a
  • Relocation of Control Number from box a to box d
  • Relocation of the Void Box to top left corner of form
• Before printing W2 forms, in W2 Form Printing reset form by selecting the Form button and then select the Reset button on Header panel.
• In Tax Table Maintenance the Limit fields for the Employee FICA and Employer FICA have been expanded for the 2008 Social Security wage limit.
• On the Laser 4 per page W2 forms Box 12 Codes and numeric values now align with the correct spacing when 4 box 12 codes are selected. (SD 69695, PER 98641)

Magnetic Media:

• W2 Magnetic Media Reporting has been modified according to the Social Security Administration's 2007 Specifications for Filing Forms W2 Electronically (EFW2) publication.
  The 2007 modifications:
  • New field in the "RA" record for Software Vendor Code has been added in position 20-23. In position 20-23 will be Sage's Software Vendor Code 1117.
  • For Puerto Rico reporting, the Civil Status has been removed from the "RO"record, position 265.
• When Electronically Reporting W2's, the Social Security Administration is requesting that the Delivery Address not be blank for the Company and Submitter when Postal Service is selected as the Problem Notification Code. According to the SSA the Delivery Address is street or Post Office Box.
• For versions 4.00 and 4.05 only, when Electronically Reporting W2's the State & Zip Code are now in the correct positions in the "RA" and "RE" records when the Zip Code includes a 4 digit Zip Code extension (SD 70442, PER 99292).
• 1099 Magnetic Media Reporting has been modified according to the Internal Revenue Service's 2007 Publication 1220. The following changes have been made in the "A" record:
  • Original File Indication has been removed. Position 48 is now blank.
  • Replacement File Indicator has been removed. Position 49 is now blank.
  • Correction File Indicator has been removed. Position 50 is now blank.
• Utah has been added as a participating State for Combined Federal/State Filing program.
  • The code for Utah is 49.