Sage 300 Construction and Real Estate Year-End Resources

As year-end approaches, we’ve gathered the key Sage 300 Construction and Real Estate (CRE) links and on-demand webinars you need to complete your close. Audra Speth, Construction Customer Success Manager at Alta Vista, shares where to find these resources and highlights a few important announcements to be aware of as you plan your year-end processing.

Helpful Sage 300 CRE links

Sage provides a robust self-service support ecosystem designed to help you navigate year-end with confidence. Below are the most useful resources for Sage 300 CRE users:

• 300 CRE Year-End Center: Link here
• Community Hub - Announcements: Link here
• Community Hub- General discussions: Link here
• Knowledgebase (Common how-to articles): Link here
• Sage University (Structured training library): Link here

Important updates to know

• Sage 300 CRE version 25.3 Update 1 is available now. We recommend reviewing the release notes before scheduling your update.
• The One Big Beautiful Bill (OBBB) Act does not change the format of the 2025 W-2 form.‍
• Windows Server 2016 Extended Support ends January 12, 2027.
  If you’re still running Sage 300 CRE on-prem, now is a good time to plan for a server upgrade or begin evaluating cloud options such as Sage Intacct Construction.

Sage 300 CRE year-end webinars

Sage has released a series of role-based webinars to guide you through year-end processing in Sage 300 CRE. These sessions are presented by Sage experts Gaylene Willis and Susan Hayes.

Webinar 1: Payroll year-end processing

Learn how to prepare and close payroll year-end in Sage 300 CRE. This session covers verifying your Sage 300 CRE and Aatrix setup, reviewing pays and deductions, reconciling payroll using deposit summary reports, identifying and fixing out-of-balance issues, preparing W-2 forms in Aatrix Test Mode, and closing the payroll year correctly before installing new tax updates.

Get the slides and Q&A here.

Webinar 2: Advanced payroll year-end processing

Learn how to validate payroll accuracy, compliance, and reporting before filing. This session focuses on using the Sage Year-End Center, verifying tax limits, preparing and reviewing W-2 reportable items, running Aatrix Test Mode to catch errors early, understanding ACA reporting requirements, and correctly calculating and reporting overtime and double-time premiums for W-2 Box 14.

Get the slides and Q&A here.

Webinar 3: Accounts payable year-end processing

Learn how to complete AP and 1099 year-end processing in Sage 300 CRE. This session walks through verifying AP and 1099 years, running required 1099 preparation reports, correcting 1099 totals, completing the Aatrix 1099 filing process, meeting filing deadlines, and closing the AP and 1099 years with confidence.

Get the slides and Q&A here.

Need help closing the year?

If this is your first time closing the year in Sage 300 CRE and you need extra guidance, please reach out directly to your Customer Success Manager. We’re here to help.

If you’re an Alta Vista hosting customer, now is the time to schedule your Year-End release update with IT:

📧 Email: ticket@cloudit.co

📞 Phone: (602) 875-5486