Sage Timberline Office

 

Get Ready for Year-End 2011!

 

 

About Year-End 2011

 
 
 
 
  Year-End Tips & Tricks

Technical Assistance

2011 Year-End Update

Each year, government agencies establish new reporting requirements that may impact your company's year-end processes. Read the Release Notes for your version to determine if any of the changes affect you.

Supported Versions
For the 2011 year-end release, we are supporting Sage Timberline Office versions 9.7.0 and 9.8.0. In order to complete 2011 year-end processing, you will need to upgrade to 9.7.0 or 9.8.0. Contact your business partner to schedule an appointment for assistance with upgrading and year-end processing.

Note: The 2011 payroll tax updates are downloaded separately and will be available in late December.

9.7.0 Year-End Update

9.8.0 Year-End Update

eFiling with Aatrix

Last year we introduced a popular new feature in our software - eFiling with Aatrix. This service is an easy and convenient way to file your state and federal forms. Using the option provided in your software, you can either file electronically, or print and manually process forms. Review the eFiling Guide or open Help in the software for detailed information about how to generate forms.

In Payroll, select:

  • Tasks > Quarterly Reporting > State eFile and Reporting
  • Tasks > Federal Reporting > Federal eFile and Reporting
  • Tasks > eFile and Reporting (Canada)

In Accounts Payable, select Tasks > Government eFile and Reporting.

In Property Management, select Tasks > eFile Form 1099.

Important: We recommend that you begin using the eFiling option this year to become familiar with the many benefits the service provides. For 2012 year-end processing, we are scheduled to retire the generation of tax forms directly from Sage Timberline Office.

To learn more about how eFiling works, click here or contact your Customer Account Manager at 800-858-7095.

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Ordering Tax Forms

Which forms should I order?

Order 2011 year-end tax forms

Year-End Procedures Guides

The Year-End Procedures Guide provides step-by-step instructions for critical year-end tasks. In addition, it provides answers to commonly asked year-end questions, which can save you time during this busy time of year. In fact, we recommend that you check the Year-End Procedures Guide before you call customer support. Each year, we add helpful information based on the previous year’s customer support calls.

2011 Year-End Procedures Guide.pdf

2011 Year-End Guide - Canadian Supplement.pdf

Year-End Information Online

Sage Customer Portal

If you have a subscription to any of our Sage Timberline Office service plans, you have access to the Sage Customer Portal – your online resource for everything from software updates to online technical support. Log on to the Sage Customer portal and search for KB2011, the Year-End Information page. KB2011 is your one-stop for all year-end information. You’ll be able to download the comprehensive 2011 Year-End Procedures Guide, access Anytime Learning sessions for some common year-end tasks, read the articles from our weekly series of year-end tips, and, of course, download your year-end software and tax updates.

You can also subscribe to the Year-End Information page so that you receive an email notification each time we add new year-end information.

Live Chat

Did you ever have a quick question and wish you could just chat with a Customer Support analyst without picking up the phone? Now you can! If your current service plan includes telephone support, it also includes Live Chat support. It is easy to get started. After logging on to the Sage Customer Portal at https://customers.sagenorthamerica.com, click the Support tab and then click Live Chat to chat online with a Sage Timberline Office support analyst during regular Sage business hours. This is a great option for those quick questions.

Schedule Time With Your Consultant Now

In order to meet customer release needs, certified consultants often schedule their time weeks in advance during a given release. If you rely on your certified consultant to help you with year-end processing, it's a good idea to contact your business partner now to book a time with your certified consultant. Year-end is coming—don't be caught unprepared at this important time!

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Update Your Service Plan

In order to keep your business running smoothly and receive the year-end update as soon as it’s released, it’s critical to keep your service plan up-to-date.

If you are unsure about the status of your service plan, please contact a Sage representative today at 800-858-7098 or log on to https://customers.sagenorthamerica.com and click Self Service > My Requests > Customer Service Request.

Training to Help with Year-End

Anytime Learning Subscriptions for Year-End

This is pre-recorded, online training that you can view 24/7.

Complimentary Year-End Procedures Sample Subscription
To help you with your year-end tasks, we are offering four complimentary Anytime Learning lessons, in which you'll learn how to:

  • Download the Year-End Update
  • Download and Update Taxes
  • File Form W-2
  • File Form 1099

Register for this complimentary sample subscription at http://www.sageu.com/timberline. Registration is fast and simple, and gives you immediate access to these complimentary lessons.

Complete Year-End Procedures Subscription
The complete subscription for Year-End Procedures is available for $190.00 (USD). The subscription will be updated for 2011 and ready to view by early December.
Appropriate for both Construction and Real Estate customers, this subscription includes 25 lessons that cover year-end tasks such as:

  • Preparation and filing of 1099s, 1098s, W-2s, and T5018s (Canada)
  • Making adjustments to General Ledger
  • Archiving data for historical purposes
  • Performing closing procedures in Accounts Payable, General Ledger, Payroll, Cash Management, and Property Management
Registration for this subscription gives anyone in your company access to these lessons for a full year. To register, go to http://www.sageu.com/timberline. From the left column, select Product Training, then Year-End Procedures, Anytime Learning. Download the PDF for complete descriptions of these lessons.

Or, maybe you like a blended approach with both in-person and recorded training? Check with your local Sage business partner to learn more about local classroom or onsite training options for year-end topics, or call the training information team at 877-724-3285 for more information.

Year-End Tips & Tricks

Beginning in November, be sure to check Your Update! Newsletter for valuable year-end tips and tricks. You will receive Your Update! tips & tricks every week through the end of the year. Year-End tips and tricks are also available in Knowledgebase article 2011.


 

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