2009 Year-End Resources

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Helpful Year-End Resources

Use the following information to help with your 2009 year-end processing:

Year-End Procedures Guide
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. 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. You will have received a printed copy of the 2009 Year-End Procedures Guide in November. Click the following link to open an electronic copy of the Guide.

2009 Year-End Procedures Guide.pdf

2009 Year-End Guide - Canadian Supplement.pdf

Online Year-End Information
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. From the Year-End Information page on the portal, you’ll be able to download the comprehensive 2009 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.

Log on to the customer portal, then enter KB2009 into the knowledgebase search for the latest year-end information.

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

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Ordering Your Year-End Tax Forms
Call a Customer Support specialist at Sage Construction & Real Estate Solutions to discuss your requirements and options for W2 formats.

Sage Construction & Real Estate Solutions
Phone: 1-800-760-7929
Fax: 503-454-1826
E-mail: [email protected]

Anytime Learning Subscriptions for Year End
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
• Print W-2 Forms
• Print 1099 Forms
  

Register for this complimentary sample subscription at www.SageU.com. 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 2009 and ready to view by early December.
Appropriate for both Construction and Real Estate customers, this subscription includes 24 lessons that cover year-end tasks such as:

• Preparing to print 1099s, 1098s, and W-2s
• Making adjustments to General Ledger
• Archiving data for historical purposes
• Performing close procedures in Accounts Payable, General Ledger, Payroll, Cash Management, and Property Management

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 800-858-7098 for more information.

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/irj/portal/anonymous/login and click Self Service > My Requests > Customer Service Request.

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 to book a time with your certified consultant. Year-end is here—don't be caught unprepared at this important time!

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Year-End Tips & Tricks
Beginning on November 18, we are sending valuable year-end tips and tricks in Your Update! e-newsletter. You will receive Your Update! tips & tricks every week through the end of the year.

Year-End To-Do List

• Order year-end forms.
• Contact certified consultant to schedule time.
• Create e-mail folder and distribution list to store year-end tips e-mails.
• Schedule year-end training for staff.

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Year-End Timetable
October—Contact your business partner to schedule time with your consultant for year-end processing help.
Early November—Year-End Procedures Guide available.
Mid-November—Weekly Year-End Tips e-mails begin.
Early December—Year-end downloadable updates available.
Late December—2010 payroll tax update available

Additional Support

Online Support Request

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

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

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

Phone Support

In the U.S. or Canada, call 800-551-8307. Support 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 technical 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. Click Self Service > My Requests > Customer Service Request.

© 2009 Sage Software, Inc | All rights reserved | Copyright/Trademarks.

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Sage Timberline Office
15195 NW Greenbrier Parkway
Beaverton, OR 97006