Sage Timberline Office

Payroll Update 6

Main page

Release Notes for Update 5 and earlier

Payroll Update 6 for 9.4.1, 9.5, and 9.6

Payroll Update 6 includes the following changes:

Job Cost - Non-costed tax in JC Reports
The following Job Cost reports now subtract the non-costed tax from the amount:

  • JC Category Summary as of Specific Date
  • JC Cost Code Summary as of Specific Date
  • JC Cost Spreadsheet with Date Range
  • JC Job Cost Summary as of Specific Date
  • JC Profit as of Specific Date

Payroll (Australia)

System log indicates missing information
 In order to create valid ETP Payment Summaries, the Employee record must contain the date of payment and the taxable and tax free amounts. The system log and summary page now indicate if this information is missing.

ETP errors logged only for employees receiving an ETP payment summary
 The system log and summary page now indicate errors in employee records when the employee is receiving ETP rather than when they receive an INB payment summary.

Payroll (United States)

Florida - XML file specification changes, effective Q1 2010 March 31, 2010.

Iowa - Quarterly Magnetic Media format change effective for Q2 filings July 1, 2010.

Louisiana - The Participates in EFT of quarterly UI taxes check box on the Magnetic Media Report Options window is now selected by default.

North Carolina - Magnetic media file fixed. The file will no longer be rejected by the state.

Federal

Form 941 changes for Q2 2010 filings
The Internal Revenue Service has released revised Form 941 (Rev. April 2010). The revised form is required beginning the second quarter of 2010.

Note: Form 941 Schedule B has not been changed; the 2009 Form 941 Schedule B is still acceptable for filing.

Form 941 changes in the knowledgebase
If you require the updated Form 941, but do not require the other changes included in Payroll Update 6, you can download the updated Form 941 from the knowledgebase.
To access the report, log on to the Sage Customer Portal. Click Knowledgebase Search, then enter KB230029 in the Search box.

Setup employee changes to support 2010 W-2 form changes
A HIRE Act Qualified checkbox has been added to the Misc Info tab (PR > Setup > Employees Misc Info tab). Select this checkbox for employees who qualify for tax credits in the HIRE Act. This new checkbox will be used when printing the 2010 W-2s.

HIRE Act report available in the knowledgebase
A report on employees who may meet the requirements of the HIRE act is now available in the knowledgebase.
The HIRE act allows employers to take a tax credit if an employee was hired after February 2nd, 2010, is employed for 52 weeks, and as long as in the last 26 weeks of employment the wages are 80% of what they earned in the first 26 weeks the company receives another tax break in 2011.

The report is not designed to accommodate the wage comparison. It includes Weeks, Taxable, Subject-to and Tax amounts for employees with the HIRE Act Qualified checkbox selected in the employee setup and for checks from 03-18-2010 and 12-31-2010.

To access the report, log on to the log on to the Sage Customer Portal. Click Knowledgebase Search and enter KB273 in the Search box.

Solution

An update is available for download. Follow the download instructions below to install Payroll Update 6.

Notes:

  • If this issue applies to your company, but you are not the person who downloads and installs Sage Timberline Office updates, please forward this notice to the correct person in your company.
  • Payroll Updates are cumulative. In addition to the changes described above, Update 6 also contains the changes found in Updates 1 through 5. To review these changes, see the Release Notes.

  • Download the update for your version of Sage Timberline Office. You must be using the Accounting and Management Products 9.4.1 CD or later to download this update.

  • You must first install the Sage Timberline Office 2009 Year-End Update for your version before downloading the Payroll update. If you have already installed the Year-End Update, skip to the download instructions.

For more information about the 2009 Year-End Update, click the following link for your version of Sage Timberline Office:

9.6 Year-End Update 7

9.5 Year-End Update 9

9.4.1 Year-End Update 15

To determine your software version:

  1. Start Payroll.
  2. Select Help > About Payroll. The software version is listed in the window.

Download Instructions

Download Payroll Update 6:

Note: Update 6 is specific to Payroll, and is not related to the software update version of Sage Timberline Office. After applying Payroll Update 6, the CD Version in Help > About Payroll will remain unchanged.

  1. Click the link for your version of Sage Timberline Office to download the self-extracting file that contains the update.

    9.6 Payroll Update 6

    9.5 Payroll Update 6

    9.4.1 Payroll Update 6

  2. When the File Download window appears, click [Save].
  3. In the Save As window, select a temporary location on the server to save the file, and then click [Save].

    Note: This location must be available to all workstations where Sage Timberline Office is installed. For example, create a folder named Update, if it does not exist, under X:\Timberline Office\Accounting\WinInst. Then, save the file to that location.

  4. In the Download Complete window, click [Close].

Update the Server:

  1. At the server or stand-alone computer, log on with full administrative rights.

    Note: Full administrative rights are defined as write access to the Windows registry and all the folders on the computer, including rights to the root of all hard disks. If you are unsure whether you have full administrative rights, ask your network administrator for assistance. Alternately, you can ask your network administrator to log on with the network administrator ID before you start the installation.

  2. Close all Sage Timberline Office applications at the server and on all workstations.
  3. Browse to the location where you saved the file in step 3 of the "Download the Software Update" section.
  4. Double-click the file for your version of PRUpdate6.exe only once.
  5. If a security warning appears, click [Run] or [Allow].
  6. The Ready to install window appears. Click [OK].

    Note: The update may take several minutes. Double-click the file for your version of PRUpdate6.exe only once. You will receive a message when the installation is complete.

  7. The message This update has been installed successfully appears. Click [OK].

Upgrade Data:

For optimal performance, Sage recommends that you upgrade your data from the server. Perform the Upgrade Files process only after the update has already been applied at the server. If you prefer to upgrade your data from a workstation instead, you must apply the update at both the server and the workstation before starting the Upgrade Files process.

  1. In TS-Main, select Tools > Upgrade Files.
  2. At the Do you have a current backup of your data folders window, click [Yes].
  3. Select to upgrade the current data folder or all data folders.
    • Select Current data folder to upgrade files in the data folder in which you currently work.
    • Select All data folders to upgrade files in all data folders that display in the Open Data Folder window. This may include data folders on other drives. With this option, the upgrade process can take a long time if you have many data folders.
  4. From the Files list, select all files. Do not select the Force file upgrade check box. This ensures only files requiring an upgrade are upgraded.
  5. Click [Start]. The Print File Selection window opens.
  6. In the File name box, type a name for the upgrade report file and click [Save]. The upgrade process begins in the background.
  7. Review the report when the process is complete.
Update Each Workstation:

Update each workstation where you installed Sage Timberline Office.

  1. Log on to the workstation wth full administrative rights.
  2. Close all Sage Timberline Office applications on the workstation.
  3. Browse to the location where you saved the file in step 3 of the "Download the Software Update" section.
  4. Double-click the file for your version of PRUpdate6.exe only once.
  5. If a security warning appears, click [Run] or [Allow].
  6. The Ready to install window appears. Click [OK].

    Note: The update may take several minutes. Double-click the file for your version of PRUpdate6.exe only once. You will receive a message when the installation is complete.

  7. The message This update has been installed successfully appears. Click [OK].
  8. Repeat steps 1 through 7 at each workstation where you installed this Sage Timberline Office application.

Important: If you run the workstation install on additional workstations later, you must also install the update by following the instructions in this section.

 

Release Notes

Update 5

Revised Florida quarterly magnetic media format

Revised North Carolina quarterly magnetic media format

Update 4

Revised Iowa quarterly magnetic media format

Update 3

Revised Illinois W-2 magnetic media format now includes the RV record

Update 2

Revised Oregon W-2 magnetic media format now includes the RV record

Update 1

Revised Massachusetts quarterly magnetic media format

Revised Idaho W-2 magnetic media format

Additional Support

Online Support Request

If you would like assistance with a solution and your service plan provides online customer support:

  1. Log on to https://customers.sagenorthamerica.com/irj/portal/anonymous/login.

  2. Click Support > Self Service.
    This sends your request directly to Customer Support.

  3. On the My Requests tab under “Create,” click Customer Support Ticket.

  4. Complete the form to submit a support ticket directly to Customer Support.

Phone Support

If you prefer to speak to Customer Support and your Service Plan provides telephone support assistance, call Customer Support at 800-551-8307. Hours are Monday through Friday from 6 a.m. to 5 p.m. PT (Pacific Time).

Upgrading Your Service Plan

If your service plan does not provide online or telephone customer support and you would like to add or upgrade a service plan:

  1. Call 800-858-7098, or log on to https://customers.sagenorthamerica.com/irj/portal/anonymous/login.

  2. Select Anonymous Portal Access on right.

  3. Click Support > Self Service.

  4. On the My Requests tab under “Create,” click Customer Service Request.

  5. Complete the form to submit a service request.

 

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