Free Year-End Procedures
Videos – Canadian Edition

US Sage 300 Construction and Real Estate

These videos will help you learn about the year-end software update and how to accurately generate year-end government forms and adjust your General Ledger after closing the year.

Year-End Procedures Videos – U.S. Edition   View U.S. edition

Select a topic below to view available training videos

General Year-End Information:

Releases and Updates

Learn about the latest release features.

Download and Update Taxes (Canada)

Learn how to download taxes and install updates.

Government Forms Topics:

Introduction to Tax Forms

This video shows you where to find year-end forms in Payroll, Accounts Payable, and Property Management and explains the two basic form generation options. The video also highlights the benefits of processing government forms using the Sage Construction and Real Estate interface with Aatrix.

Create an Account to eFile

View this video to learn how to set up an account with Aatrix so that you can eFile your government tax forms and reports.

Apply Tax Form Updates

Learn how to update the tax forms in your software so that they conform to the most current government revisions.

File T4 Slips

Learn how to modify the T4 format to accommodate your unique reporting needs, and then print or efile the T4 slips. This video offers a step-by-step tour of modifying the T4 template and then creating, printing, and e-filing T4 forms.

File T5018 Statements

Do you need to report to the Canada Revenue Agency the payments made to subcontractors for construction services? Lear how to set up vendors so that the correct information is generated for the T5018 slips and how to generate, print, and electronically file the T5018 Summary and the related slips.

General Ledger Year-End Topics:

General Ledger Prior Year Adjustments

Your accounting team has just identified adjustments and entries for the fiscal year you recently closed. How can you enter and post these adjustments to affect your account records for the proper period and year? This video addresses the most common questions about prior-year adjustments.

Payroll Government Forms Topics:

Process Taxable Fringe Benefits

Find out how to set up and process fringe benefits.

Recalculate Subject-To Amounts

Learn to use the Recalculate Subject-to tool to correct taxable and subject-to earnings.

Merge Payroll Information for Consolidated Reporting

Learn how to combine Payroll data from multiple company folders to create consolidated tax forms.

Additional Information:

Sage Year-End Centre

Keep up with the latest year-end tips, checklists, updates, and information.

Year-End Procedure Videos – U.S. Edition

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