STO Year End


Due to the importance of year-end planning, below is a list of year-end information that may come in handy with your year-end work.  


2012 Year-End Update

Year-End Training


Tax Forms & Aatrix Services

Year-End Help Online


Order Tax Forms

Year-End Tips & Tricks


Year-End Procedures Guide 

Year-End To-Do List


Schedule a Consultant 

Year-End Timetable


Sage Service Plans

Technical Assistance 


Another area that might be of interest to you is the one-stop year-end information in Knowledgebase article KB2012.  This article is located on the Sage Customer Portal. To get this article's future updates, subscribe to Knowledgebase article KB2012 Click to see how to subscribe to an article


If you have questions or would like to schedule time with one of Bangert's Sage Certified Consultants, please call us at 800.458.7369 or email


2012 Year-End Information:


Update2012 Year-End Update

Each year, government agencies establish new reporting requirements that may impact your company's year-end processes. Sage Software is in the process of investigating other government and regulatory changes for the 2012 year-end release. We will communicate this information to you in the coming weeks.


Supported Versions
For the 2012 year-end release, we will support Sage Timberline Office versions 9.7, 9.8, and 12.1. In order to complete 2012 year-end processing, you will need to upgrade to one of these versions. Contact us to schedule an appointment for assistance with upgrading and year-end processing. 800-458-7369 

  • The 2012 year-end updates will be available for download in December. The 2012 payroll tax updates are a separate download and will be available in late December.
  • The 2012 year-end updates are cumulative. They include government and regulatory changes plus all enhancements and fixes from previous updates.
  • We recommend you review the notice when you receive it to determine if any of the changes affect you. Download and install the year-end update if you are affected by any of the changes.
  • If you are not the person who performs Sage Timberline Office updates, please forward this notice to the correct person in your company.   


eFilingeFiling with Aatrix

Aatrix is an easy and convenient way to file your state and federal forms. Using the option provided in your software, you can either file electronically, or print and manually process forms. Review KBSTO12-S or open Help in the software for detailed information about how to generate forms.
 In Payroll, select:

  • Tasks > Quarterly Reporting > State eFile and ReportingRegister 
  • Tasks > Federal Reporting > Federal eFile and Reporting
  • Tasks > eFile and Reporting (Canada) 

In Accounts Payable, select  Tasks > Government eFile and Reporting>Form 1099

In Property Management, select Tasks > eFile Form 1099


To learn more about how eFiling works, click here or contact your Customer Account Manager at 800-858-7095.  

Training Classes: Aatrix online training classes are being offered 11/14/12 at 3:00pm, 12/19/12 at 1:00pm, and
1/16/12 at 10:00am CST.  To register click here.


FormsOrdering Tax Forms

When ordering tax forms, make certain you are ordering Aatrix compliance forms from your forms vendor.

Federal W-2 eFiling is FREE!  Read Sage KB2050 for more information on forms to order.

Get the facts and order from SageCRE Forms.       



GuidesYear-End Procedures Guides

The Year-End Procedures Guide is not yet available from Sage. Sage will send you a link to download as soon as it is available.  We will send you a link as well.



OnlineYear-End Information Online

Sage Customer Portal

If you have a subscription to any of our Sage Timberline Office service plans, you have access to the Sage Customer Portal - your online resource for everything from software updates to online technical support. Log on to the Sage Customer portal and search for KB2012, the Year-End Information page. KB2012 is your one-stop for all year-end information. You'll be able to download the comprehensive 2012 Year-End Procedures Guide, access Anytime Learning sessions for some common year-end tasks, read the articles from our weekly series of year-end tips, and, of course, download your year-end software and tax updates.

You can also subscribe to the Year-End Information page so that you receive an email notification each time we add new year-end information.


Live Chat with Sage Support

Did you ever have a quick question and wish you could just chat with a Customer Support analyst without picking up the phone? Now you can! If your current service plan includes telephone support, it also includes Live Chat support. It is easy to get started. After logging on to the Sage Customer Portal at, click the Support tab and then click Live Chat to chat online with a Sage Timberline Office support analyst during regular Sage business hours. This is a great option for those quick questions.


ScheduleSchedule Time With Your Consultant Now

In order to meet customer release needs, certified consultants often schedule their time weeks in advance during a given release. If you rely on your certified consultant to help you with year-end processing, it's a good idea to contact us now to book a time with your certified consultant.  800.458.7369



ServiceUpdate Your Service Plan

In order to keep your business running smoothly and receive the year-end update as soon as it's released, it's critical to keep your service plan up-to-date.

If you are unsure about the status of your service plan, please contact a Sage representative today at 800-858-7098 or log on to and click Self Service > My Requests > Customer Service Request.



TrainingTraining to Help with Year-End

Online with Bangert Computer Systems

We offer a 4-hour online training course for year-end procedures 2 times per year.  This year, they are scheduled for December 5th and December 19th.  To register for one of these classes, please visit our website.


Realtime Online Classes for Year-End

Sage offers live, online classes to help you get a better handle on year-end processing. This type of learning environment allows you to interact with the instructor, ask questions, and watch as the instructor guides you step-by step through key year-end tasks.

Register for either a Construction or Real Estate session at http://www.sageu/com/timberline. Then select Product Training > Year-End Procedures > Realtime Learning. 2012 sessions have not been scheduled yet.


After participating in one of these Realtime sessions, you will be familiar with how to:

  • Prepare for year-end tasks.
  • Print government-required forms such as 1099s, 1098s, and W2s.
  • Generate magnetic media.
  • Close the year to begin next year processing while still handling year-end adjustments.
  • Perform helpful file maintenance procedures to archive data.

Anytime Learning Subscriptions for Year-End

This is pre-recorded, online training that you can view 24/7.


Complete Year-End Procedures Subscription

The complete subscription for Year-End Procedures is available through Sage. The subscription will be updated for 2012 and ready to view by early December.  Appropriate for both Construction and Real Estate customers, this subscription includes 25 lessons that cover year-end tasks such as:

  • Preparation and filing of 1099s, 1098s, W-2s, and T5018s (Canada)
  • Making adjustments to General Ledger
  • Archiving data for historical purposes
  • Performing closing procedures in Accounts Payable, General Ledger, Payroll, Cash Management, and Property Management

Registration for this subscription gives anyone in your company access to these lessons for a full year. To register, go to From the left column, select Product Training, then Year-End Procedures, Anytime Learning. Download the PDF for complete descriptions of these lessons.

Or, maybe you like a blended approach with both live and recorded training? Click here to see upcoming dates for live training with Bangert Computer Systems.  



TipsYear-End Tips & Tricks

Beginning in November, be sure to check Your Update! Newsletter for valuable year-end tips and tricks. You will receive Your Update! tips & tricks every week through the end of the year.



To-DoYear-End To-Do List

  • Order year-end forms.
  • Enroll in Aatrix services.
  • Update Aatrix in Sage Timberline. 
  • Contact a certified consultant to schedule time.
  • Create email folder and distribution list to store year-end tips emails.
  • Schedule year-end training for staff.


TimetableYear-End Timetable

October: Contact your business partner to schedule time with your consultant for year-end processing help.
Early November: Year-End Procedures Guide available.
Mid-November: Weekly Year-End Tips emails begin.
December: Year-end updates available per download.
Late December: 2012 payroll tax update available.



AssistanceTechnical Assistance

Depending on your Sage Service Plan, you may be able to take advantage of the following services:

Sage Customer Portal

You may log on to the Sage Customer Portal at to access any of the following:

  • Knowledgebase: Find answers to your questions, access downloads, and subscribe to your favorite articles. This service is available online 24/7.
  • Live Chat: Chat online with a customer support analyst - a great option for quick questions. Chat hours are Monday through Friday from 6 a.m. to 3 p.m. Pacific Time, with the same exceptions as telephone support (see below).
  • Online Support Request: Submit an online support ticket when you have a non-urgent question. One of our call center support analysts will assist you. Online support hours are the same as our customer support call center hours (see below).

Sage Customer Support Call Center

Telephone Support: When you have a more urgent question or would prefer to speak to a customer support analyst directly, call us at 800-866-8049. Telephone support is available Monday through Friday from 6 a.m. to 5 p.m. Pacific Time with the following exceptions:

  • Every Thursday from 2 p.m. to 3 p.m. Pacific Time (closed for customer support staff meetings)
  • Quarterly company meetings
  • Standard United States holidays:
    • November 22 - 23, 2012
    • December 24 - 25, 2012
    • January 1, 2013  

Bangert Computer Systems' Helpdesk Service

Telephone Support: When you have a more urgent question or would prefer to speak to a certified consultant directly, call us at 800-458-7369. Telephone support is available Monday through Friday from 8 a.m. to 5 p.m. Central Time, except for U.S. Holidays:   

  • November 22 - 23, 2012
  • December 25, 2012
  • January 1, 2013