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