Important disclosures about Peachtree products and services

Important Note for customers upgrading from Peachtree 2007 or earlier

Certain features have changed or are no longer available. Peachtree Today has been removed. In Peachtree Complete Accounting and higher it has been replaced with the Business Status Center. In Peachtree Pro Accounting and higher the forms designer can no longer be used to customize payroll tax form templates.
Print-n-Sign tax forms are not compatible with dot matrix printers. Several aspects of the system requirements have been updated. It is recommended that you carefully review the system requirements for compatibility and acceptance prior to upgrading.

3 Months Free Trial of Peachtree Payroll Service

Savings for 3 months of processing fees are estimated based on up to 15 employees paid bi-weekly and includes tax table updates, federal, state, and local payroll deposits and filings, standard payroll reports, integration with Peachtree, toll-free customer service, and one state filing. Peachtree Direct Deposit and W-2 processing not included in sample pricing. Your actual savings may differ.

ACT! Link

Internet access required. Must have a license for ACT! by Sage version 2006, 2007 or 2008. Internet access required.

Broadcast Invoices

Available in Peachtree Premium Accounting and higher.

Checks & Forms

Additional Fees Apply.

Crystal Reports® 2008

Microsoft Windows XP Home Edition and Windows Server 2000 not supported. The multi-user version comes with one full license and the number of view-only licenses equal to the number of Peachtree licenses you have acquired.

Direct Deposit

Subject to approval. Additional fees, internet access and credit card required. Not available with Peachtree First Accounting.

E-mail Forms, Reports & Financial Statements

Requires Microsoft Outlook 2002, 2003 or 2007; Outlook Express 5 or 6; other MAPI compliant e-mail programs.

Fixed Assets

Regulatory compliance requires paid subscription. Additional fees apply for more than 200 assets.

Free Support

Free support provided for currently supported products. Support Specialists are available from 8:30am until 8:30pm ET Monday-Friday, and reserve the right to limit a call to one hour or one incident.

Freedom Support Extra

Sage Software will assist with the management of Peachtree data in Microsoft Excel 2000, 2002, 2003 and 2007. Sage reserves the right to limit calls to one hour or one incident.

Integrated Full-Services Payroll (Peachtree Managed Payroll)

Subject to change. Fewer than 15 employees with monthly payroll. Sample pricing does not include Peachtree direct deposit or W2 filing. Your actual pricing may differ. Additional fees, Internet access and credit card required. Not available with Peachtree First Accounting.

Integration with Microsoft® Excel®, Word, and Outlook®

Excel, Outlook and Word integration requires Microsoft Excel, Outlook and Word 2000, 2002, 2003 or 2007.

Integration with UPS®

UPS functionality is subject to UPS terms and conditions. Internet access required.

Internal Accounting Review

Sage Software is not liable or responsible for any fines or penalties that may result from errors in your company accounting records. The Internal Accounting Review is not intended to uncover all questionable transactions.

Mail Merge

Requires Microsoft Word and Excel 2000, 2002, 2003, or 2007.

Multi-user option

For multi-user access, you must purchase one single-user box per licensed, named user or one Multi-use Value Pack for up to five licensed, named users. See System Requirements. For greater than 5 licensed, named users visit www.peachtreequantum.com.

Multi-user option (up to 30 users)

Multi-user licenses available in of packs of 10, 15, 20 or 30. A maximum of 30 licensed, named users is allowed. Only the first 30 named users selected in the user maintenance screen are considered licensed, named users.

Multi-Year Reporting

Upon upgrading to Peachtree 2009, 3 years of converted Peachtree Financial Statement data and account balance data on General Ledger reports will be readily accessible, as well as any future closed years will be available.

Online Banking Reconciliation

Internet access required. See www.peachtree.com/banks for a current list of supported banks, which is subject to change. Your bank may charge a fee to download statements.

Outlook Contact Synchronization

Requires Microsoft Outlook 2000, 2002, 2003, or 2007. Outlook Sync supported in Exchange 5.5 SP4, 2000 SP2, and 2003.

Payroll Solutions

Compliant tax forms and tax tables require a subscription to Peachtree Simple Payroll or Peachtree Select Payroll. For details see www.peachtreepayroll.com or call 877-231-3761.

Peachtree Bill Pay

Subject to approval and to Sage Software terms of service. Additional fees, internet access and checking account required.

Peachtree Business Care (1 year unlimited access to support)

Support Specialists are available from 8:30 am until 8:30 pm ET Monday-Friday, and reserve the right to limit a call to one hour or one incident.

Peachtree Business Care (Renewal Policy)


To ensure continuous service, subsequent years will be automatically billed to the same credit card each year on the anniversary date of your purchase at the then current rate after notifying you 30 days in advance of your anniversary date. You may terminate the plan with at least 7 calendar days’ notice prior to your renewal anniversary date and not be charged for the renewal.

Peachtree Business Care


The Peachtree Business Care Plan (which includes product upgrades, updates, and customer support) will be renewed automatically each year on the anniversary date of your purchase unless you terminate your agreement prior to that date. Renewal is not required to continued access to product updates for supported versions, but is required if you do payroll and subscribe to Payroll Tax Service.

Peachtree Credit Card Service


Subject to approval and to Peachtree Payment Solutions terms and conditions. Additional fees (including swipe terminal for card present transactions), internet access, and credit card required.


Peachtree Direct Deposit

Subject to approval. Additional fees, internet access and credit card required. Not available with Peachtree First Accounting.

Peachtree Online Backup

Price is subject to change. Includes access to 100MB of storage space for one year from date of installation. Upgrade to next Peachtree release required to continue free yearly service beyond initial term. Subject to third party terms and conditions. Internet access required. Terms, conditions, pricing, features and service options subject to change without notice. Windows Server 2000, Windows Server 2003 and Terminal Services are not supported.

Peachtree Managed Payroll - (Penalty Free Guarantee)

Sage Software will pay any tax penalties for inaccurate or late tax remittances and filings as long as the data provided is on time, complete and accurate and your accounts are properly funded.

Peachtree Remote Access

Additional fees, internet access and credit card required. Subject to third party terms and conditions. Price is subject to change.

Peachtree Select Payroll


Annual subscription fee required. Your subscription includes all the latest federal tax law changes plus coverage of two states of your choice. Includes over 230 federal and state forms. Year end payroll tax forms (such as W-2s and 1099s) are updated at the end of the calendar year. Forms manually filed where electronic filing is unavailable. One employer identification number ("EIN") per subscription (if you have more than one EIN, please call 877-231-3761). Registration, authorized signature, Internet access, and valid e-mail address required. W-2 form delivery to employees requires additional fees. Additional fees may apply for late filing. Subject to third party terms and conditions. Not available with Peachtree First Accounting. Forms for PR and US VI are not supported.

Peachtree Simple Payroll


Annual subscription fee required. Your subscription includes all the latest federal tax law changes plus coverage of two states of your choice. Includes over 230 federal and state forms. Year end payroll tax forms (such as W-2s and 1099s) are updated at the end of the calendar year. Registration and valid e-mail address required. Not available with Peachtree First Accounting. Forms for PR and US VI are not supported.

Peachtree Third Party Add-on Solutions

The products and services highlighted on the Add-On Partner pages have undergone a product review by Sage Software developers. Add-On Partners are third-party vendors. Sage Software and its affiliates are in no way liable or responsible for claims made related to the products or services provided by third-party vendors. Sage Software does not warrant or guarantee the quality of third-party products or services. Please direct your inquiries regarding add-on product warranties to the appropriate third party vendor.

Peachtree WebsiteCreator Pro w/ Peachtree Website Trader Pro Combo

Additional fees, internet access and credit card required.

Peachtree Web Accounting

Internet access and credit card required. Discounted annual pricing available.

Print-N-Sign Tax Forms

Includes over 230 federal and state forms. Check form availability at www.peachtreepayroll.com. Requires subscription to Peachtree Simple Payroll or Peachtree Select Payroll. Additional fees required. Not intended for use with dot matrix printers. Forms for PR and USVI are not supported.

QuickBooks® Conversion

Versions 2005 - 2008, Basic through Enterprise. Excludes conversion of QuickBooks individual payroll transactions. For additional information on conversion limitations, please visit www.peachtree.com/qb

Retainage

Retainage is available only in companies using accrual based accounting.

Saving Record and Transactions Performance

Performance results are based on recommended system requirements and may vary based on configuration, size and content of data file, system, the record or transaction being saved and what screens and reports are open.

Self-Study Guides

Additional Fees Apply.

Support Plans

Additional Fees Apply.

Unlimited access to support

Sage Software reserves the right to limit calls to 1 hour or 1 incident.

Web Site Tools

Additional fees, internet access and credit card required.