A note about the release date for Sage 50—U.S. Edition 2023.0 and more

Sage Software has updated the timing for the new 2023.0 release date. Starting with version 2023.0, they have moved the major (.0) releases from the summer to the fall to align more with other product releases in their organization. Sage will notify you when Sage 50 US 2023.0 is available.

Important reminder: Effective March 1, 2023, support will end for Sage 50—U.S. Edition 2022 to keep you in compliance with the latest technology and operating systems. So, be sure to upgrade to version 2023.0 in the fall!  Visit our article that discusses Sage 50 US Obsolescence for more information.

Here are a few items to look out for before the new fall release:

  • 1099 forms: Sage is committed to keeping up with regulations to deliver the right solutions at the right time. Coming in version 2023.0, all customers with an active plan will be able to access 1099/1096 tax forms via Aatrix to stay compliant with the newest updates. See the table below for changes and how this will apply to you:
Sage 50 2022.x and earlier versions Sage 50 2023.x and later versions
Print 1099/1096 forms to pre-printed forms from Sage 50 All Customers with or without an active plan N/A
Required forms and customer plans Print 1099/1096 forms from Aatrix All customers with an active plan with payroll All customers with an active plan, with or without payroll

Note: You will need to purchase an Aatrix efile plan from Sage to use the Aatrix efile capabilities or use the Information Return Intake System (IRIS) with the IRS to efile manually.

Which forms should I purchase?

Note: Forms available from Harland & Clarke at sage.com/us/taxforms

Visit Sage Knowledgebase article 113094: Which tax forms should I order for year end? Column 4 Value 3Visit Sage Knowledgebase article 115997: Changes to 1099 and 1096 printing/efiling in release 2023

In case you missed it…

  • Transport Layer Security (TLS) protocol: To ensure you are using the most current TLS protocol recommended by third-party standards organizations to provide end-to-end security of your data, you must be on Sage 50 version 2020.2 or later by September 30, 2022. After that date, you will be unable to install and automatically reactivate version 2020.1 and prior versions of Sage 50. Upgrade to the latest version to avoid disruption to your business. Visit this Sage City post for details.
  • Sage Intelligence Reporting Desktop: Effective October 1, 2022, Sage Intelligence Reporting will be retired and removed from the Sage 50 U.S. Edition portfolio. Visit this Sage City post for more information.

If you’re interested in purchasing the latest version of Sage 50, please contact us today at 866-686-1329 or by emailing sales@quantumbuyers.com to review your options