Sage 300 CRE Year-End Training

As you gear up for year-end close, we wanted to equip you with a helpful resource: best practices and walks you through the process step-by-step. This training will help you save valuable time and navigate the process with confidence.

Training Outline

1. Install PR Tax Updates and Year-End Update
2. Printing W2s/W3s
3. Affordable Care Act (ACA) and California Consumer Privacy Act (CCPA)
4. Printing 1099/1098
5. Prep For Year End Closings and Procedures
6. Adjustments In GL – General Process
7. Critical Year End Task

Useful Links

• Sage 300 CRE Year-End Center
• Aatrix eFile Center
• Affordable Care Act (ACA) Center
• Data Archiving Process
• Training Slides

Need a Hand?

If this is all too much, that’s ok, we’re here to help. Get in touch with us by phone at 855.913.3228 or fill out our Consulting Support Form.

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