Installing Payroll Tax Updates

When a payroll tax update is available, a notification message appears the first time that you access a Payroll task each day until the update is installed. If you're not sure, you can start the Payroll Tax Update Utility to see if an update is available.

To install a payroll tax update

  1. Select Payroll > Utilities > Payroll Tax Update.
  2. Click Proceed to download and install the latest tax update.

Note: You must have the appropriate security setup to access the Payroll Tax Update utility.

Next Steps

Before processing payroll for the new tax year and after installing each tax update, complete the following steps.

  1. Review the list of payroll tax changes. See the table of contents to the left for a list of changes by year. You may need to make some additional changes in Sage 100. Additional changes are listed in the Items Changed column and prefaced with "Note."
  2. Run the Payroll Status Check utilities located on the Payroll Utilities menu. For more information, see Sage Knowledgebase article: How to troubleshoot payroll tax calculations (Solution ID 220924260101808) or search Payroll Status Check in the Sage 100 help.
  3. For the Federal and each states' Tax Group for which you process payroll, verify that your correct employer unemployment tax rate as well as any other applicable employer tax rates are entered for the new tax filing year.
  4. Select Payroll > Setup > Company Tax Group Setup.
  5. Select the applicable tax group.
  6. On the Tax Rates tab, select the applicable tax from the Tax list.
  7. Enter the effective date and your company’s tax rate.
  8. Click Accept.
  9. Complete the steps above for any remaining states for each of the Sage 100 companies in which you process payroll.