Sage Timberline Office

2010 Year-End Information

August 9, 2010

Dear Sage Timberline Office Customer,

For the 2010 year-end release, we will be supporting our two most recent major versions for Sage Timberline Office, versions 9.7.0 and 9.6.0 only. In order to complete 2010 year-end processing, you will need to upgrade to 9.6.0 or 9.7.0.

If you currently use Sage Timberline Office version:

9.7.0 - You can remain on 9.7.0 and install the 9.7.0 year-end update.
9.6.0 - You can remain on 9.6.0 and install the 9.6.0 year-end update. However, we recommend that you upgrade to 9.7.0 to take advantage of the latest performance and productivity enhancements.
9.5.0 - Upgrade to 9.7.0 before December in order to install the 2010 year-end update.
9.4.1 - Upgrade to 9.7.0 before December in order to install the 2010 year-end update.

Tip: Review the 9.7.0 Installation Checklist for upgrade information. For assistance with upgrading, contact your business partner or consultant.

Each year, government agencies establish new reporting requirements that may impact your company's year-end processes. Some changes planned for the 2010 year-end software update are:

HIRE act modifications to Form W-2

Tax Forms and eFiling with Aatrix (9.7.0 only)

We are in the process of investigating other government and regulatory changes for the 2010 year-end release. We will communicate this information to you in the coming weeks.

Tip: For one-stop year-end information, log on to the Sage Customer Portal and subscribe to Knowledgebase article KB2010. When you subscribe to a Knowledgebase article, you automatically receive notification when it is updated.
How to subscribe to an article.

Notes:

The 2010 year-end updates are cumulative. They will include government and regulatory changes plus all enhancements and fixes from previous updates.

If you are not the person who performs Sage Timberline Office updates, please forward this notice to the correct person in your company.

2010 Year-End Planning

August
Contact your Channel Partner for assistance with upgrading to 9.7.0.

October
Schedule time with your consultant for assistance with year-end processing.

Order your 2010 year-end tax forms.

November
Review your 2010 Year-End Procedures Guide (shipped to you in early November).

December

Participate in 2010 Year-End training from Sage U.

Read weekly year-end tips and tricks provided by Sage.

Install the 2010 year-end update (available for download in early December).

Additional Support

Online Support Request

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

Log on to https://customers.sagenorthamerica.com/irj/portal/anonymous/login.
Click Support > Self Service.
On the My Requests tab under “Create,” click Customer Support Ticket.
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. Telephone support is available Monday through Friday from 6 a.m. to 5 p.m. Pacific Time, with the following exceptions:

Every Thursday from 2 p.m. to 3 p.m. Pacific Time (closed for customer support staff meetings)
Standard United States holidays
Quarterly company meetings

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:

Call 800-858-7098, or log on to https://customers.sagenorthamerica.com/irj/portal/anonymous/login.
Select Anonymous Portal Access on right.
Click Support > Self Service.
On the My Requests tab under “Create,” click Customer Service Request.
Complete the form to submit a service request.

Sincerely,

Sage

This e-mail is considered a transactional or relationship message, which is specifically excluded from the federal law regulating e-mail communication.

Sage Construction and Real Estate
15195 NW Greenbrier Parkway
Beaverton, OR 97006