Sage just released the 2.20.2 update to the Sage 100 Payroll module as part of the planned Sage 100 update release schedule. This update to Payroll 2.20 is available for users of Sage 100 2018.5 (and later), Sage 100 2019, and Sage 100 2020.
The 2.20.2 update includes changes that have been made to help users calculate tax credits associated with legislation related to COVID-19, as well as support for international addresses in Employee Maintenance and ACA Employer Maintenance and a few other improvements.
This is the update that provides the “future Sage 100 changes” we described in a previous blog about the April FFCRA program fix for Payroll 2.20.1.
In this blog, we’ll cover the details of each of the changes and additions included in this update, as well as provide information on the compatibility of Kissinger enhancement products that integrate with the Sage 100 Payroll module.
For a complete set of detailed information about the updates to Sage 100 Payroll 2.20, please review the Sage 100 Payroll 2.20 Installation and Upgrade Guide, and for a module by module and item by item list of changes, please refer to the Sage 100 Payroll 2.20.2 Release Notes.
Sage 100 Payroll Changes for COVID-19 Legislation
Emergency Leave Worksheet
The Emergency Leave Worksheet, located on the Payroll Reports menu, will help you determine your qualified wages and expenses related to the Emergency Family and Medical Leave Expansion Act provision of the Families First Coronavirus Response Act.
This worksheet includes any earning codes setup with tax rules -800121 and
-800125, which will be totaled for Qualified Emergency Sick Wages and any earning codes set up with tax rule -800123, which will be totaled for Qualified Emergency PFML Wages.
If deductions with Employer Contribution selected as the type are not included in your company’s payroll entries, then the qualified health plan expense fields will not calculate correctly.
The qualified sick and family leave wages and health plan expenses can be
manually entered on the Form 941 worksheet under step 2. See the help for more details.
Employee Retention Credit Worksheet
The Emergency Retention Credit Worksheet, located on the Payroll Reports menu, will help you determine your qualified wages (up to the maximum limit) and expenses for the employee retention credit.
If you’re printing this report for the first quarter of 2020, the qualified wages and qualified health plan expenses will reflect checks dated March 13 through March 31.
The qualified wages for the quarter can be manually entered on the Form 941 worksheet under step 3. See the help for more details.
This worksheet is dependent on the correct selection of earnings and deduction codes. If deductions with Employer Contribution selected as the type are not used in payroll entries, the qualified health plan fields will not be correctly calculated.
Updates to Quarterly Tax Report
Any emergency sick or family leave wages paid under the Families First Coronavirus Response Act (FFCRA) that are subject to Medicare tax are combined with the regular Medicare wages. The combined Medicare wages are the taxable Medicare wages that are reported on Form 941. The Medicare tax on these wages is combined with the regular Medicare tax.
Also the following column names in the Federal Taxes section were changed:
- Employee Taxable Wages Withholding was changed to Withholding/Other Tax
- Employer Taxable Wages Unemployment was changed to Unemployment/Other Tax
- Taxes Withheld Withholding was changed to Withholding/Other Tax
Updates in Federal and State Tax Reporting
Federal and State Tax Reporting has been updated to accommodate the changes required by legislation related to COVID-19.
International Address Support
You can now enter an international address in Employee Maintenance and ACA Employer Maintenance. ACA Employee Maintenance has been updated to reflect the changes.
To support international addresses, the following changes have been made:
- The Country field has been moved or added above the address lines. A country code is needed to ensure that the correct city and state or province is entered based on the ZIP or postal code.
- ZIP Code fields have been renamed ZIP/Postal Code.
- State fields have been renamed State/Province
- Fields that contain address information have been expanded as follows:
- Address lines: from 30 to 40 characters
- City: from 20 to 30 characters
- Country name: from 30 to 50 characters
The following reports have been updated to accommodate the changes:
- ACA Employee Listing
- ACA Employer Listing
- Certified Payroll Reporting
- Employee Audit Report
- Employee Listing
Federal and State Tax Reporting
Federal and State Tax Reporting has been updated to accommodate the changes for international address support.
Ability to view a recap of hours entered
You can now view a recap of hours entered for the day and week in Time Track Entry and Punch In/Out.
- In Time Track Entry, click the Hours Recap button to open the Hours Recap window. This window displays:
- The regular, overtime, and other hours for the date worked entered for the current line
- The week in which the date worked falls
- In Punch In/Out, an Hours Recap section has been added. This section displays the regular, overtime, and other hours entered for the current day and for the week in which the current day falls.
Improved Tax Code Conversion
The Payroll Data Conversion Wizard has been updated to help ensure that the correct tax profiles are assigned to employees.
When you run the wizard after upgrading from Sage 100 version 2017 or earlier, you’ll be asked to map state and local tax codes to tax profiles. You can access Tax Profile Maintenance from the wizard to create the tax profiles.
After you map the tax codes to the tax profiles, the tax profiles are automatically assigned to employees based on which tax codes were assigned to them in your earlier version of Sage 100.
This update replaces the process of assigning tax groups to tax profiles in the previous version of the wizard.
Kissinger Certified Payroll Compatibility
If you are a user of the Kissinger Sage 100 Certified Payroll enhancement, there is nothing extra you need to do: Certified Payroll versions 2018, 2019, and 2020 are compatible with Sage 100 Payroll update 2.20.2. This means you can go ahead and install the 2.20.2 update without taking any additional action relating to Certified Payroll and your enhancement software will continue to work fine with your updated system.
Kissinger Union Automation Compatibility
If you are a user of the Kissinger Sage 100 Union Payroll Reporting enhancement (known as Union Automation) for Sage 100 2019, there is a compliance fix that should be installed after installing the Payroll 2.20.2 update.
How to get the Union Automation compliance fix
To obtain the fix, contact your Sage 100 business partner (or contact us, if you are a Kissinger customer), for assistance, or download it from the Licensed Enhancement Software Downloads page of the Customer Portal. As always, Kissinger recommends contacting suppliers of other enhancement software or Sage 100 customizations prior to installing any enhancement software updates or upgrades.
How can we help?
If you have any questions about the Sage 100 Payroll 2.20.2 update, compatibility with your installed products, or any aspect of using your Sage 100 system, please contact us. We’re here to help!