How to Install the 2010 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.
• Verify the 2010 Q2 Payroll Update has already been installed.  For more information, see How to verify 2010 Q2 Payroll Update is installed section below. This update includes the HIRE Act changes.
• Print the layout for each W-2 form before resetting your forms. Use the printed layouts to reenter any customized settings afterward.
  Note: On version 4.10 and earlier, also print the 1099 layouts.
  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.
     
     
• This IRD is supported only with the following versions:

• Sage MAS 90 and 200 4.00, 4.05, 4.10, 4.20, 4.30.0.17 and higher and 4.40
• Sage MAS 200 - SQL Server Edition 3.73, and 3.74

Sage MAS 90 or 200 4.40.0.0 – 4.40.0.3

1. Verify the 2010 Q2 Payroll Update has already been installed.  For more information, see How to verify 2010 Q2 Payroll Update is installed section below.
2. Install the 2010 IRD.

Sage MAS 90 or 200 4.30.0.17 – 4.30.0.20:

• Verify the 2010 Q2 Payroll Update has already been installed.  For more information, see How to verify 2010 Q2 Payroll Update is installed section below.
• Install the 2010 IRD.

Sage MAS 90 or 200 4.20:

1. Verify that the 2008 & 2009 IRD are already installed. For more information, see the How to verify IRDs are installed section below.
2. Verify the 2010 Q2 Payroll Update has already been installed.  For more information, see How to verify 2010 Q2 Payroll Update is installed section below.
3. Install the 2010 IRD.

Sage MAS 90 or 200 4.10:

1. Verify that the 2006, 2007, 2008 and 2009 IRDs are already installed. For more information, see the How to verify IRDs are installed section below.
2. Verify the 2010 Q2 Payroll Update has already been installed.  For more information, see How to verify 2010 Q2 Payroll Update is installed section below.
3. Install the 2010 IRD.

Sage MAS 90 or 200 4.05:

1. Verify that both the 2005, 2006, 2007, 2008 and 2009 IRDs were already installed. For more information, see the How to verify IRDs are installed section below.
2. Verify the 2010 Q2 Payroll Update has already been installed.  For more information, see How to verify 2010 Q2 Payroll Update is installed section below.
3. Install the 2010 IRD.

Sage MAS 90 or 200 4.00:

1. Verify that the 2004, 2005, 2006, 2007, 2008 and 2009 IRDs are already installed. For more information, see the How to verify IRDs are installed section below.
2. Verify the 2010 Q2 Payroll Update has already been installed.  For more information, see How to verify 2010 Q2 Payroll Update is installed section below.
3. Install the 2010 IRD.

Sage MAS 200 - SQL Server Edition 3.74:

1. Verify that the 2008 IRD and 2009 IRD are already installed. For more information, see the How to verify IRDs are installed section below.
2. Verify the 2010 Q2 Payroll Update has already been installed.  For more information, see How to verify 2010 Q2 Payroll Update is installed section below.
3. Install the 2010 IRD.

Sage MAS 200 - SQL Server Edition 3.73

1. Verify that the 2006, 2007, 2008 and 2009 IRDs are already installed. For more information, see the How to verify IRDs are installed section below.
2. Verify the 2010 Q2 Payroll Update has already been installed.  For more information, see How to verify 2010 Q2 Payroll Update is installed section below.
3. Install the 2010 IRD.
   

How to verify that 2010 Q2 Payroll Update is installed:

• Expand Modules, Payroll, and then Main.  Double-click Employee Maintenance.
• Click on the Main tab.
• Verify that the Qualified(Form W-11) checkbox exists.

How to verify that IRDs are installed:

2009 IRD:

• Expand Payroll, and then Period End.  Double-click W2 Form Printing.
• Verify that the FLI Private Plan No. field exists.

2008 IRD:

• Expand Payroll, and then Period End.  Double-click W2 Form Printing.
• Click the Preview button.
• Verify that the Social Security Number is displaying at the top of the form.

2007 IRD:

• Expand Payroll, and then Period End.  Double-click W2 Form Printing.
• Click the Preview button.
• Verify that the Social Security Number is displaying at the top of the form.

2006 IRD:

• Expand Payroll, and then Period End. Double-click W2 Form Printing.
• In the Box 12 Codes field, enter 1.
• 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.

2005 IRD:

• Expand Modules, Accounts Payable, and then Main. Double-click Vendor Maintenance.
• Select a vendor with 1099 history.
• Click the Additional tab.
• At Default Form, Select Miscellaneous Form.
• Click the 1099 History button, and verify that the following fields exist:
• 15a  409a Deferrals
• 15b  409a Income
• Expand Payroll, and then Period End. Double-click W2 Form Printing.
• In the Box 12 Codes field, enter Q.
• If the “Q” is not retained, the 2005 IRD is not installed.

2004 IRD:

• Expand Modules, Accounts Payable, and then Main. Double-click Vendor Maintenance.
• Select a vendor with 1099 history.
• Click the Additional tab.
• At Default Form, Select Dividend Form.
• 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.

Installing IRDs for previous year:

IRDs for 2004, 2005, 2006, 2007, 2008 and 2009 are available on the Sage MAS 90 and 200 support page on Sage 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 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 2010 IRD is installed. 

YearEndRead.txt:

MAS 90 and MAS 200
Level 4.00, 4.05, 4.10, 4.20, 4.30, 4.40
4.30 Extended Enterprise Suite versions 1.0, 1.1, 1.2, 1.3 and 1.4

MAS 200 for SQL
Level 3.73 and 3.74

12-10-10

The release of the 2010 Year End Program Changes IRD contains enhancements for Electronic Reporting.

1099 Electronic Reporting has been modified according to the Internal Revenue Service's 2010 Publication 1220. The following changes have been made:
            "A" Record
                        Combined Federal/State Indicator has been moved to field position 6
                        Type of Return field has been expanded to 2 position fields 26-27
            "B" Record
                        Form 1099-INT--new field added for CUSIP Number positions 587-599

W2 Electronic Reporting has been modified according to the SSA 2010 Specifications for Filing Form W-2 Electronically.  The following changes have been made:
            "RO" Record
                        New field Hire Exempt Wages and Tips has been added positions 100-110
            "RU" Record
                        New field HIRE Exempt wages and Tips has been added positions 130-144