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How to Install, Activate, Update, and Uninstall Federal and State eFiling and Reporting for Sage 100 ERP

Sage 100 ERP eFiling and Reporting application SWK Tech

The eFiling and Reporting app for Sage 100 ERP streamlines your tax process to save you time and paper, but it can be tricky to set up. This guide provides a step-by-step walkthrough for your set up and uninstall processes, and also teaches you how to fix some common issues you may run into.

For businesses, it’s always tax season. The requirement that you have as a business owner to update, maintain, and process each of your employees’ tax records, as well as your businesses and your own, can make it seem like you’re always behind. The Federal and State eFiling and Reporting application allows you to streamline your tax reporting process for Sage 100 ERP, and it delivers an intuitive, familiar, and easy-to-use interface that makes your tax reporting quick, easy, and paperless.

This guide teaches you how to install, activate, update, and uninstall Federal and State eFiling and Reporting for your Sage 100 ERP system.

“For businesses, it’s always tax season.”

Note: State & Federal eFiling and Reporting is a workstation application and will need to be installed on each workstation that will need to access to Payroll and/or Accounts Payable tax forms.

Reminder: As previously announced, payroll tax forms are now provided by Aatrix. In order to print and/or eFile the 2014 941 Form, please access Federal eFiling and Reporting, located under the Payroll > Period End menu. For eFiling and Reporting installation information, please click here.

How to install

Sage 100 ERP versions 2013 and above

  1. Click on any of the eFiling menu taks below:
    • Payroll>>>Period End>>>Federal or State eFiling and Reporting
    • Accounts Payable>>>Reports>>>1099 eFiling and Reporting
  2. Click Yes to the prompt “The eFiling and Reporting client needs to be installed. Do you want to proceed?”
    • Note: To restrict this menu task from users, please deselect option in Role Maintenance, on the Main tab
      • Expand Accounts Payable>>>Reports/Forms>>>Form 1099 eFiling and Reporting
                      • Expand Payroll>>>Update/Period End>>>Federal eFiling & Reporting and State eFiling & Reporting

Sage 100 ERP versions 4.30-4.50

  1. Insert the Sage 100 ERP Installation CD at the workstation or browse to the ..MAS90Wksetup folder.
  2. Right click on Autorun.exe and select Run as Administrator.
  3. Click Install Federal and State eFiling and Reporting to start the InstallShield Wizard.
    • Note: Do not install eFiling and Reporting on the server.
  4. Click Next, and click Finish.
  5. Repeat for each workstation that needs access to eFiling and Reporting.

IMPORTANT NOTE for versions 4.30 & 4.40: After completing the steps above, you must download an additional update. Click the link on the right side under Quarterly Updates, then click the Sage 100 ERP link. Choose to run MAS90.exe. Click Yes when prompted for setup to install/apply the update.

How to activate

  1. Perform either of the following.
  2. Click Activate.
    • Expand Payroll>>>Period End>>>Federal eFiling and Reporting
    • Expand Accounts Payable>>>Reports>>>Form 1099 eFiling and Reporting
  3. If using a proxy server, click Proxy, and enter the applicable information.
  4. Click OK.

How to update

  1. Perform either of the following:
    • Expand Payroll>>>Period End>>>Federal or State eFiling and Reporting
    • Expand Accounts Payable>>>Reports>>>Form 1099 eFiling and Reporting
  2. Select any form, and click Accept.
  3. If a form update is needed, you will receive one of the following prompts.
  4. Review the selections, and click Next.
    • Click Yes, at the prompt “There is a mandatory quarterly update available. It must be installed to continue processing. Do you wish to update now?”
    • Click Automatic Update at the prompt “A forms update is required to make sure you have the latest forms.”
  5. Click Close at the “Update Complete” message.

How to uninstall

  1. Click the Windows Start button>>>Control Panel>>>Add/Remove Programs
  2. Click State/Federal eFiling and Reporting, and click Uninstall.
  3. Click Remove, the click Next.
  4. Click OK at the “Do you want to completely remove the selected application and all of its features?” dialog box.
  5. Click Finish.

Running into problems?

Sometimes your eFiling and Reporting application will run into problems during this process. If you are experiencing any of these problems, read on for the fix.

  • Getting a prompt that asks for your user name and password
  • Inability to activate eFiling and Reporting after installing an update
  • “Demo” prints on all eFiling and Reporting forms after installing an update

Don’t worry, here’s why you’re running into those problems

In order to continue to use the Sage 100 ERP Federal and State eFiling and Reporting functionality within Accounts Payable and Payroll you MUST INSTALL the 2012 Interim Release Download (IRD), the 2013 941/Payroll Update and 2013 IRD. All of these are located on the Sage Support Page, on the Year End Center page.

How to fix these issues

Connect to the Internet. The Federal and State eFiling and Reporting application requires an active Internet connection and a current Sage Business Care plan validated by your registration information.

If you are getting a prompt for your Username and Password when launching eFiling and Reporting, do the following in the exact numbered order:

  1. Install the 2012 Interim Release Download (IRD) (this update was included in 4.50 PU 5 and 2013 PU 1).
  2. Install the 2013 941/Payroll Update (this update was included in 4.50 PU 6 and 2013 PU 2).
  3. Install the 2013 IRD.
    • IMPORTANT NOTE: If you must reinstall the 2012 IRD for any reason, the 2013 941/Payroll Update, and 2013 IRD MUST be reinstalled after the 2012 IRD.
    • All of these are available for download on the Sage Support Portal, After logging into Sage Portal, on the left side under My Products click Sage 100 ERP. Then, under Support Resources (bottom) click Sage 100 ERP Year End Center.
    • Warning: If you have third-party modifications installed, please contact the third-party company to verify your modifications’ compatibility with 2012 IRD, 2013 941/Payroll Update, and 2013 IRD and verify that the modification program is not dependent on your Sage registration keys.
      • To verify if third-party modifications are installed in your system, preview the Installed Modules Listing (located under the Library Master>>>Reports menu), then look in the Developer column for anything other than Sage or Sage Software, Inc.

If after installing the required updates above your application comes up in “Demo Mode” AND you have an active Sage Business Care plan, it is most likely caused by a registration mismatch.

What is a registration mismatch?

A registration mismatch is when the software you have does not match up with the registration information we have on file for you. This is probably not your fault. We may have generated a new Sage 100 ERP product Serial Number and Registration Key for you when we released Sage 100 ERP 2013, and if so, you will be required to update your registration Information so that Federal and State eFiling and Reporting will function properly. Your correct Serial Number and Registration Key can be found on the Sage Portal at https://customers.sagenorthamerica.com or https://partners.sagenorthamerica.com.

To access your registration information on the Sage portal, please do the following:

  1. Log in to the Customer Portal.
  2. Click on the Activation Codes menu and select Details.
  3. Select your applicable product from the drop-down.
  4. Locate the line that shows the Application description for SYSTEM SETUP.

Handy notes that will help you:

  • Unlocking Key = User Key
  • Activation = Product Key

Once you obtain your registration information, please do the following to update your Sage 100 ERP system:

  1. Open Library Master>>>Setup>>>System Configuration.
  2. On the Registration tab, verify your registration information (Customer Number, User Key, and Product Key) matches exactly what shows on the portal. If it does not, click the Edit button.
  3. After entering the correct information, click the Activate button.
  4. Click OK to the prompt that reads “Activation was successful.”
  5. Click Accept.
  6. Try activating eFiling & Reporting again, from Payroll>>>Period End>>>Federal eFiling & Reporting or from Accounts Payable>>>Reports>>>1099 eFiling & Reporting.

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