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Computerized Business USA Welcome to the CBA Blog!
The CBA Blog brings you tips and tricks and general information for Peachtree & Sage 50 accounting software.
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How to Print 1096 Forms for 1099 Vendors in Sage 50

11

The 1096 form summarizes the 1099 forms that you send to the IRS for your 1099-type vendors. Form 1096 is required whenever you submit paper 1099 forms.

When you mail 1099 forms to the IRS, you must group them together and attach a separate 1096 for each group of 1099 forms. Because the 1096 is a special machine-readable form, it should always be printed on the IRS regulation pre-printed form rather than plain-paper forms.

To print Form 1096, follow these steps:

  1. Insert the blank pre-printed 1096 form into your printer. Sage 50 supplies a plain and pre-addressed version of the form. 

  2. From the Reports & Forms menu, select Forms, then Tax Forms. Sage 50 displays the Select a Report or Form window.
  3. From the Forms list, select either the Form 1096 - Preprinted or Form 1096 Pre-addressed Pre-print. Sage 50 displays the Preview and Print filter screen. 

  4. Verify that the payroll year is correct.

  5. Enter the name of the person at your company who acts as contact; this will appear in the "Name of person to contact" box on the printed 1096.

  6. If you want to manually adjust lower limits, which are established by the federal government, click the Adjust Limits button.

    In the 1096 Lower Limits window, set the limits as desired. 

  7. In the Payment Method filter, you should select to include the same payment types that you selected when you generated the 1099 forms. 

  8. When finished with the settings in the filter window, select Print/Email.
  9. In the Print dialog, Sage 50 displays the default printer. If you want to print to a different printer, use the drop-down arrow in the Name field to select a new one. Otherwise, select OK to begin printing the forms.

    If you get a message that there were no forms to print, you may not have vendors set up as 1099-type vendors, or the 1099 vendors do not meet the minimum payment requirement.

To print multiple copies, repeat the above procedure.

To purchase Sage 50 or QuickBook compatible tax forms email or call us at 1.800.339.8224 for a quote!


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Some Other Things to Think About To Prepare for Year End

28
9/28/2017 9:04:00 AM

Year end is right around the corner ... here are some tips that aren't on the typical year end checklist

  • Start planning for your client holiday gifts and cards.  Don’t wait until the last minute. Order client holiday gifts and cards now so they arrive in time. 

  • Plan your holiday functions for your staff and clients now.  Make your reservations or plans before you're scrambling at the last minute to accommodate your group.

  • Write out all your accomplishments for the year and share them with your staff they’ll appreciate it!  Communicate your vision and goals for the upcoming year.

  • Clean up your email list.  Are there people on your list who haven’t responded or opened an email all year? Now might be the time to clean up that list and purge inactive users.

  • Make a copy or a .pdf of your current year calendar.  Your business calendar documents your work life: your travel, meetings and more. It’s a valuable record. Save a copy of your entire year.

  • Review your website and update it along with any social media accounts.

  • Purge your paper / clean your desk and get organized.

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Sage 50 Intelligence Reporting and the Connector Module

11
9/28/2017 8:52:04 AM
By utilizing the Sage 50 Intelligence Connector module you can connect to any ODBC compliant databases, and across businesses, and different configurations of systems to pull data from to create a Sage 50 Intelligence Report.  

For example, you could connect to your Sage 50 accounting software solution via the standard connections in the Connector module and also want to extract data from an HR or payroll system on a different server, with the information from both combined in a one Sage 50 Intelligence report.

If this is something that would streamline your processes and save you time and money REGISTER HERE for this 45 minute webinar that will demonstrate a number of common scenarios for connecting to different data sources via the Sage Intelligence Connector module, allowing you to gain meaningful insight from across your business operations.  CBA is one of the few Sage 50 Certified Consultants that is Certified in the Sage 50 Intelligence Reporting.  We've designed / developed 1000's of reports for customers all over the world. Here are a few samples of Sage 50 custom reports that we've done for our customers!

Wednesday, September 20, 2017
12:00 PM  EST (New York) 

Wednesday, September 20, 2017 
9:00 AM  EST (San Francisco) 

Thursday, September 21, 2017
12:00 am Singapore Time (Singapore)

Thursday, September 21, 2017 2:00 am
Australia Eastern Standard Time (Sydney)

Thursday, September 21, 2017 4:00 am
New Zealand Standard Time (Wellington)
 
 
 


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FAQ Regarding Your Sage 50 2018 Accounting Software

6
9/13/2017 9:27:49 AM
With the release of Sage 50 2018 (Sage 50 Pro, Premium or Quantum)you can purchase and own the software or purchase an annual or monthly subscription (if you are purchasing from Sage directly, this is what you are buying). 


As a Sage 50 authorized reseller since 1989, we can assist you with your purchase of any of the following software and support options:


The Basic Plan – 3 Support Instances (Retail and International Customers ONLY)
  • This is not sold on the Sage website
  • You are purchasing and own the actual software --it does not expire (product will not be available for purchase until mid-October 2018)
  • You may call Sage 3 times for support within one year from the date of purchase
  • You will receive all software upgrades and updates for one year, including the Sage Intelligence Reporting feature 
  • This cannot be used with payroll or any other Sage 3rd party add-ons
  • You are not required to pay a renewal fee
  • DVD is included (free shipping to US based customers; international customers incur S/H charges).


The Traditional Plan - Unlimited Support (US Based & International Customers)
  • This is not sold by Sage directly - Sage 50 Resellers are still able to sell this plan with the perpetual license
  • If you are located in the United States and want to own your software this or RETAIL is your ONLY option
  • You are purchasing and own the actual software (perpetual license) -- it does not expire
  • You have unlimited technical support for one year from the date of purchase
  • You will receive all software upgrades and updates for one year, including the Sage Intelligence Reporting feature
  • Sage requires all payroll customers be on this plan
  • You are not required to pay a renewal fee UNLESS you are a payroll customer 
  • Product is provided via download link; Sage charges $50.95 to drop ship the DVD to you.

Sage 50c (Cloud) Monthly Subscription Auto-Renewing Plan
  • If you purchase from Sage you are purchasing a subscription plan
  • You can also purchase Sage 50c 2018 from CBA
  • You do not own this software
  • You must have a valid credit card on file with Sage and you will be charged the monthly subscription fee
  • You will receive all software upgrades and updates, the Sage Intelligence Reporting feature and unlimited technical support as long as your account with Sage is current
  • If your monthly payment is not made your software will go to READ only after 20 days and you can no longer use the software until you pay the reactivation fee and bring your account current
  • This can be used with payroll
  • You may terminate the plan with 7 days’ notice prior to your renewal date and not be charged for the renewal 

Sage 50c (Cloud) Annual Subscription Auto-Renewing Plan
  • The same as the monthly subscription except you pay the renewal annually 

Click here to learn more about Sage 50c and our FAQ blog post .


Please contact us with any questions regarding your Sage 50 accounting purchase.  

The benefit of purchasing from CBA is that we can discuss the options and the “fine print” with you to ensure you make the best decision for your particular situation coupled with building a relationship with you regarding any Sage 50 future needs and questions. 


If you are new to Sage 50, please give us a call to discuss your software purchase with a Certified Sage 50 Consultant.  Not only will we answer all your questions to make sure it’s a good fit for your business but we are happy to demo the software or you can download a free Sage 50 Trial Version.   

Read the Sage 50 reviews on TrustRadius -- software reviews by real users! 

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Sage 50 Year End Checklist for 2017

6
9/14/2017 12:57:29 PM
Bccompare-Payroll
The end of the accounting year is rapidly approaching for calendar year companies
so here are some items you can do NOW to make your year-end less stressful:

        1. If you are running payroll through Sage 50 and haven't installed your 2018 upgrade DO IT SOON!  The 2018 must be installed prior to December 1, 2017 in order to maintain the Sage 50 payroll capabilities.  The Sage technical support call volume is high November - January ... you don't want to wait for a call back that can sometimes be a business day.

        2. Sage 50 - U.S. Version 2018.1 is scheduled to be released around the third week of October.  We always recommend waiting a few weeks to install a Sage 50 upgrade or update just to ensure that there are no bugs or glitches in the software.  

        3. your Sage 50 1099 Vendor report on the screen, select the Columns button from the top menu bar and add the Tax ID Number column to the report. Look for vendors who don’t have a Tax ID Number and who will be paid more than $600 this year for certain products and services. You will need their federal ID number in order to send 1099 forms by January 31, 2018. Obtain the information by requesting them to send you an IRS form W-9 and remember to fill in the Tax ID number on the vendor maintenance record when you receive the completed W-9 form.


        4. Review your Sage 50 Balance Sheet and your Sage 50 Aged Receivables and Aged Payables reports and make sure the Aged Receivables and Aged Payables reconcile to your Accounts Receivable and Accounts Payable account(s) on your balance sheet. If they don’t reconcile research why and make the necessary corrections.

        5. Review your Sage 50 Inventory Valuation report and make sure it ties out to the Inventory Accounts on your Balance Sheet. If they don’t reconcile research why and make the necessary corrections. Also get your physical inventory plans in place!  

        6. Review your General Ledger report filtered for all your fixed asset accounts for the current year and make sure all of your major purchases for non-consumable items are posted to these accounts and ready for your CPA to review. This information will be important for tax purposes.

        7. Look at your Profit & Loss report. Where do you stand? If you have a larger than expected profit, are there any major purchases you should make now that can be depreciated? Make sure you have the cash. Talk to your CPA or tax advisor as there may be tax benefits if you make the purchase before the end of the year.

        8. Identify all of the year end reports you’ll need and put them into a Report Group in Sage 50 so they'll be easy to select and run when needed. If there are custom reports you know you’ll require look at getting them set-up using Sage 50’s Intelligence Reporting capability.

        9. Review your Sage 50 Aged Receivables report for past due accounts older than 30 days beyond the original payment terms that may be noncollectable. Flag the accounts and take the next steps in the collection process as quickly as possible. If they aren’t paid by the end of the year discuss with your CPA or tax advisor about writing them off as bad debt.

        10. Back up your data and also restore your data file to test your backups and ensure they’re good. You may want to consider signing up for Sage 50 Online Backup to store your important data online.

        11. Are you at the end of your second open year (Period 23 or 24) right now: You need to run your Year End Wizard to close out 2016 and open 2018.

        12. Have you done maintenance on your company's most important financial data? This is a great time to run an Internal Accounting Review, purge old records, and make sure all your software updates have been installed. (If you are on an obsolete Sage 50 software please contact us if you need upgrade pricing.)

        13. Get your tax forms (W-2’s, 1099-Misc, envelopes and any other tax forms) ordered by mid-December to ensure you receive them on time. You may also want to order checks or any other business supplies if you’re getting low – you’ll get to expense them.

        14. Create budgets for the next year if you work on a calendar year fiscal basis.

        15. Check all of the links on your website to make sure they are active.

           

Contact us or call 1.800.339.8224 if we can assist you with any of the above items!


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Sage 50 & Quickbooks Tax Forms for 2017

1
9/14/2017 1:10:07 PM

Before we know it tax season will be in full swing! If you haven't ordered your tax forms CBA's pricing will always be better than what you would receive from Sage or Intuit directly!


Below is pricing for the most common forms for tax year 2017.


Package of 25 Sage 50 W2's & Envelopes $12.50 (W3's Included)


Package of 25 Quickbooks 6-part W2's & Envelopes $22.50 (W3's Included)


We also do volume discounts for large orders. Call 1.800.339.8224 or email us for a quote.


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Sage 50 (Peachtree) Data Services

21
8/21/2017 4:56:50 PM
Below are some of the most common data services that we offer ... to receive a quote please contact us at 1.800.339.8224:

  • Data Repair:  We use a proprietary software to recover / reconstruct your data.  Turn around time depends on the size of your Sage 50 (Peachtree) database, what is damaged, the type of transactions entered and how often you purge.

  • Change Fiscal Year / Periods: We can change your company's fiscal periods without losing any transactions or history.  All you need to do is provide us with a backup of your Sage 50 data and with the new periods and we'll take it from there!

  • Change Inventory Costing Methods: CBA can change your inventory costing method from one to another - either all of them or a selected few.

  • Company Rebuild: If your data size is getting too big and purging isn't getting you the results you need we can recreate a new company for you with all items intact and even beginning balances. Company rebuilds can take days or even weeks.  Let our Sage 50 expertise take care of it for you in no time at all.

  • Fix data issues, unable to close a fiscal year or upgrade to Sage 50 2018.  If you do need to upgrade we can provide pricing for the Sage 50 perpetual license (not a subscription and no renewal fee is required).  The software will work as long as your computer's operating system is compatible with the Sage 50 2018 system requirements.



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Sage 50 2017 Pro Accounting Software and Implementation Offer

10
8/9/2017 2:25:17 PM
If you're thinking of starting a business or if you have started a new business and need to learn accounting or implement an accounting system this is the blog post for you!

Computerized Business Associates (CBA) is here to assist you ... while supplies last we are offering the Sage 50 2017 Pro and 2 hours of remote access time with a Sage 50 Certified Consultant for only $499 (no tax).  This two hours can be used for training on the Sage 50 accounting software, consulting, setting up your chart of accounts (COA), best accounting practices or technical support. 

If you have questions or want to purchase please contact us at 1.800.339.8224.  

Congratulations on your entrepreneurial endeavors and best wishes for your success!

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Sage 50 2018 Drop Down Lists Slow to Display

9
8/9/2017 2:01:00 PM
There is a known documented issue in the Sage 50 2018 (US Edition) that the drop down lists are taking a significant time to display and can even lock up.

This issue will affect any managed drop down list in Sage 50 2018 (customer, vendor, employee, job) that has a significant amount of records.  

The issue can be resolved by installing the Sage 50 2018 update:

 
If you have any questions or would like to purchase the Sage 50 2018 perpetual license product or Sage 50c (subscription) please contact us at 1.800.339.8224.  


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Sage 50 2018 Just Released!

11
7/12/2017 12:54:41 PM

Below are enhancements that have been made to the Sage 50c 2018 and Sage 50 2018 perpetual license accounting software.  Sage has already scheduled the release of Sage 50 2018.1 (October 2017 time frame) that will add even more features for Sage 50 users! 

Sage 50c Exclusive Office 365 features:

  • Capture a receipt or record a transaction and post it to Sage 50c using any mobile or tablet device. Images are automatically stored in OneDrive so you never lose a receipt or document again. Visit the Apple and Android App stores, search for Sage Capture App. Download the app Free to any mobile device!

  • Sage 50 Intelligence  Reporting unleashes the power of Sage 50c data into Excel. From building powerful reports to customizing – using simple drag and drop design. SI Reporting provides deeper business insights and understanding into your business. You can also publish Financial reports to the cloud and access them on any device. Available in HTML via web browser and Excel.

 Sage 50c & Traditional:

  • Sage has partnered with Beanworks -- a cloud-based accounts payable automation solution that helps companies streamline their invoice-to-payment process.  Automatic invoice routing with the ability to review and approve online, pay invoices via virtual credit card, EFT/ACH, wire, or automated check.  The Sage 50 Quantum customer with 25 users or more will get a tremendous amount of satisfaction and see increased productivity using the AP Automation.

  • Updates have been made to the Navigation Centers for ease of use. Enjoy the new look and the same functionality that you know and love of Sage 50.

If you are on an older version of Sage 50 (or Peachtree) and want to purchase the subscription model (Sage 50c) or remain on a perpetual license product (own your software and no renewal fee is required) give us a call at 1.800.339.8224 to discuss your purchasing and support options!  

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Latest Posts
How to Print 1096 Forms for 1099 Vendors in Sage 50..
Some Other Things to Think About To Prepare for Year End..
Sage 50 Intelligence Reporting and the Connector Module..
FAQ Regarding Your Sage 50 2018 Accounting Software ..
Sage 50 Year End Checklist for 2017..
Sage 50 & Quickbooks Tax Forms for 2017..
Sage 50 (Peachtree) Data Services..
Sage 50 2017 Pro Accounting Software and Implementation Offer..
Sage 50 2018 Drop Down Lists Slow to Display..
Sage 50 2018 Just Released! ..

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