Year-End Support Packet

We understand that Year-End can be a time consuming and

challenging time of year for you and your company. Whether you are
attempting to process W2s, close your year, or install the latest
release of Peachtree Accounting, we want to ensure that you have
easy access to all of the information and resources available. We have
created this interactive support packet to guide you through any
questions or problems that you may have during your end of year
processes. The packet includes the following information:

Featured Topics Year-End Troubleshooting FAQ

o Registering Product and Tax Online
o What forms do you need to purchase?
o Payroll Tax Form Questions
o Closing Your Fiscal/Payroll Year
o What to Know When Installing
Peachtree
o Year-End Support Resources
o Peachtree Simple Payroll and Peachtree
Select Payroll
o Payroll Tax Forms
o Common Payroll Questions
o Peachtree Installation and Setup
o Closing the Fiscal and/or Payroll Year

Click any of the following items that addresses your particular concern and you will be
directed to either the Peachtree web site or Peachtree Knowledge Center for more detailed
information. Each link is represented by italicized text or images.

©2008 Sage, Inc. All rights reserved. The Sage logo, Peachtree, "Accuracy. Control.
Results." and the Peachtree logo are the registered trademark or trademarks of Sage,
Inc. or its affiliated entities. All other trademarks are the property of their respective
owners.

Please note that if you have chosen not to receive marketing messages from Sage, that choice applies to promotional materials. We reserve the
right to continue to send emails in response to your specific requests for information from us and to provide you information that could affect your
service or software and may legally require notifications.

Sage, Inc. | 1715 North Brown Road | Lawrenceville, Georgia 30043

Peachtree by Sage Accounting – Year-End Support Packet 2

Peachtree Simple Payroll and Peachtree Select Payroll

Registering your tax service prior to starting the 2009 payroll year is
a vital step in ensuring you have access to the most current tax
tables and forms for the coming year.

Use this guide to verify that you are properly registered and ready for Year-End:

ª Peachtree Product and Payroll Tax Service Online Registration Guide

Do you have the correct forms to process your W2s and W3s within Peachtree?

While you can print most tax forms to plain paper (941s, 940s, and most state forms), the IRS
requires that you print your employee copy of the W2s on plain, perforated paper, and that
filing instructions be provided. Click this link to ensure you have the correct forms:

ª What forms do I need to purchase in order to process my W2s/W3s?

Payroll Tax Forms

(Click links for more information)

o What is the process for filing my W2s and W3s in Peachtree?

o How do I align the Print-N-Sign W2 tax forms on perforated plain paper?
o Does the IRS/SSA require that I print my W2s and W3s to red dropout-ink forms?
o How do I know the Print-N-Sign forms you provide are IRS/SSA approved?
o What forms can I print to blank paper and which forms do I need to print to perforated
paper or preprinted forms?
o Can I print 2 per page W2s with Peachtree?

©2008 Sage, Inc. All rights reserved. The Sage logo, Peachtree, "Accuracy. Control. Results." and the
Peachtree logo are the registered trademarks or trademark of Sage, Inc. or its affiliated entities. All other
trademarks are the property of their respective owners.
Peachtree by Sage Accounting – Year-End Support Packet 3

Closing your Fiscal and Payroll Year

Closing the Year

(Click links for more information)

o When is the best time to close my Fiscal and/or Payroll Year?

o When should I purge my Peachtree data and what are the steps?
o Once I have closed the year, am I able to access that information?

Year-End Guide Year-End Checklist

The 2008 Peachtree Year- Use this checklist to

End Guide is packed with ensure that your year-end
instructions and tips to help process runs smoothly
guide you through closing and completely.
the year and setting up
payroll processing in 2009.

Peachtree Installation and Setup

What to know when installing your Peachtree Application

(Click links for more information)

o Do you meet System Requirements for your version of Peachtree?

o Are you logged in as Administrator with full rights to your computer?
o Have you properly configured your firewall and antivirus software to allow Peachtree
files on your workstation and server?
o Do you know the location of your company data files on your workstation or server?
o Do you have the proper folder shared on the server with full permissions and access
for all required network users?
o Do you have the mapping from the workstation going to the proper shared folder on
the server?
o Have you properly installed all Service Releases on the workstation and/or server?
o What Product Updates are available for your release of Peachtree?
o If using Windows Vista®, you may need to disable IPv6 to increase performance
across the network.

©2008 Sage, Inc. All rights reserved. The Sage logo, Peachtree, "Accuracy. Control. Results." and the
Peachtree logo are the registered trademarks or trademark of Sage, Inc. or its affiliated entities. All other
trademarks are the property of their respective owners.
Peachtree by Sage Accounting – Year-End Support Packet 4

Support Resources

Peachtree Support Chat & Peachtree Online

Knowledge Center Email Community

Find answers to your most Get answers to your Peachtree community where
frequently asked questions. questions by using Live Chat you can ask questions or
Search by product, or e-mailing a Peachtree post answers concerning
keywords, Answer ID or Support Analyst* your Peachtree software.
phrases.
*Requires valid warranty or support
contract

Information you need before contacting Peachtree Phone Support

Year-end is a busy time for Peachtree Customer Support, but we’ve taken steps to ensure
we're fully prepared to serve you, including significantly increasing our call center staff. As
always, Sage will offer extended hours this year from December 29 – January 16 (we will be
closed New Year’s Day). Support specialists will be available Monday - Friday from 7:30
a.m. to 8:30 p.m. ET, and on Saturday, January 3 and January 10 from 9 a.m. to 5 p.m.
ET. Please be prepared to provide the following information when calling:

o Customer ID
o Case Number if calling regarding a previous issue
o Exact Error Message (if available)
o Product Flavor and Version of Peachtree (for example, Peachtree Complete 2009)
o Environment – Network or Standalone, Version of Windows, number of Peachtree Users

Year-End Video Tutorials

o How to Use the Year-End Wizard
o How to Process 941/941B Payroll Tax Forms
o How to Process Vendor 1099 and 1096 Tax Forms
o Installing Peachtree

©2008 Sage, Inc. All rights reserved. The Sage logo, Peachtree, "Accuracy. Control. Results." and the
Peachtree logo are the registered trademarks or trademark of Sage, Inc. or its affiliated entities. All other
trademarks are the property of their respective owners.
Peachtree by Sage Accounting – Year-End Support Packet 5

Peachtree Simple Payroll and Peachtree Select Payroll

Use this FAQ to find answers to the most common Year-End payroll issues.

Peachtree Payroll Tax Service FAQ – Answer ID 23236

This guide outlines a few easy steps you can take to verify your Peachtree Accounting product and
your Peachtree Simple Payroll or Peachtree Select Payroll Plan are up-to-date and registered.

Peachtree Product and Tax Service Online Registration Guide – Answer ID 23237

Instructions for downloading and installing the latest online tax update.

How can I download or obtain the latest online tax service update? – Answer ID 9304

Instructions for verifying that you have installed and registered the most recent Payroll Tax Service
update.

How can I tell if I have the latest Online Tax Service Update installed? – Answer ID 9370

Receiving “Expired Tax Forms” messages when trying to run a payroll form? Make sure that you
have properly installed the tax service on all workstations that will be using payroll forms.

How to Install the Peachtree Payroll Tax Service Update on a Network – Answer ID 21526

In some environments with a large number of users and groups, the Service Release may not start
automatically after being downloaded. In order to update your release of Peachtree, you’ll need to
browse to the location of the downloaded file and start it manually.

Service Release or Tax update does not start after downloading from within program in Peachtree by Sage
2008. – Answer ID 21277

Payroll Tax Forms

Complete step by step walk through for filing your W2/W3 forms in Peachtree Accounting.

What is the process for filing my W2/W3? – Answer ID 7727

Unsure exactly what forms you need to purchase for Year-End? Most forms can be printed on blank
paper, but your Employee copy of the W2s must be printed on perforated paper with filing
instructions on the back. Follow the link below to ensure you have the correct forms.

What forms do I need to purchase in order to process my W2s in Peachtree 2007, 2008 and 2009? – Answer ID
22057

Just upgraded and can’t find where to print your Payroll Tax Forms? Follow the link below for
instructions relative to your version of Peachtree.

Where do I find and print my Payroll Tax Forms in Peachtree – Answer ID 20177

©2008 Sage, Inc. All rights reserved. The Sage logo, Peachtree, "Accuracy. Control. Results." and the
Peachtree logo are the registered trademarks or trademark of Sage, Inc. or its affiliated entities. All other
trademarks are the property of their respective owners.
Peachtree by Sage Accounting – Year-End Support Packet 6

The W2 form must meet IRS specifications as it applies to margins, headers, and footers. The first
time you print the form, you should align it. Use this answer to ensure you have properly aligned
your W2 form.

How do I align the Print and Sign W2 (perforated plain paper) tax forms? - Answer ID 21505

If you receive the error; “Peachtree has encountered an error and needs to close” after attempting to
open a tax form in the Payroll Tax Form Selector, follow the answer below.

When attempting to open a tax form in the Payroll Tax Form Selector window, I receive the error; “Peachtree
has encountered an error and needs to close.” – Answer ID 21682

Is “Expired Do Not File” printing on your payroll form? Follow the link below to ensure that you have
applied all applicable updates.

“Expired Do Not File” watermark prints on Payroll Tax Forms – Answer ID 22002

If all of your W2 totals seem incorrect, it’s possible that you are pulling old information. Follow the
link below to make sure you are pulling new information rather than stored information.

W2 Payroll Tax Forms: A PRINT history file was found and is being opened – Answer ID 22031

Are you receiving a window that tells you a “form update is required?” If so, you need to update.
Whenever a last minute change is made to a form, the form is updated through an automatic update
within the Payroll Form Selector.

Payroll Tax Forms, Forms update is required to make sure you have the latest forms – Answer ID 23245

Are you unable to print a red dropout ink version of the W2/W3 in Peachtree? It’s not necessary in
Peachtree to print to red dropout ink forms for the W2. Follow the link below for more information.

Does the IRS require that I print my W2 and W3 tax forms to red dropout-ink forms? – Answer ID 20048

Are you unable to find a way to print a 2 per page W2 in Peachtree? Peachtree no longer supports 2
per page W2s. Follow the link below for more information.

Can I use preprinted 2 per page forms with Peachtree? - Answer ID 20122

Are you subscribed to the Peachtree e-Filing service and are still unable to e-File?

The e-File button is dimmed or grayed out even though I am subscribed to the Peachtree e-Filing Service –
Answer ID 20147

If you are having trouble locating where to print your 941 and 941B, please follow the link below.

Where do I find and print the 941 and 941B tax forms? - Answer ID 7725

If you have printed your 941 and it reads “Draft Copy, Do Not File” then it’s likely that you are printing
the copy for your records and will need to go to the next step to print the final copy.

When I print my 941 it prints “Draft Copy, do not File” – Answer ID 21788

©2008 Sage, Inc. All rights reserved. The Sage logo, Peachtree, "Accuracy. Control. Results." and the
Peachtree logo are the registered trademarks or trademark of Sage, Inc. or its affiliated entities. All other
trademarks are the property of their respective owners.
Peachtree by Sage Accounting – Year-End Support Packet 7

Are your 1099s printing out of alignment? Use this answer as a guide to aligning your 1099 form.

How do I correct printing alignment for my 1099s? – Answer ID 482

Common Payroll Questions

Do you have information showing up in the wrong place on your W2s?

Explanation of fields on the W2 – Answer ID 337

What are all the fields on the 941 used for and where do they get their information in Peachtree.

Explanation of fields on the 941 – Answer ID 339

Are you getting “Could not find” errors when running Payroll or Reports?

Payroll Tax Calculations Could Not be Found – Answer ID 382

Have you processed your W2s and cannot figure out why certain employee’s amounts are showing
up incorrectly?

Amounts of my W2s are incorrect for some employees – Answer ID 486

Are you receiving “could not find” errors when running Payroll or Reports? Check to see if the Tax
Service was installed over your User Maintained formulas.

Why have all my tax formulas disappeared from User Maintained Tax Tables after installing the Tax Service? –
Answer ID 558

At the beginning of each payroll year, you need to update your SUI formulas to reflect new limits and
percentages.

Creating and Updating the Employer State Unemployment (SUI ER) Formula – Answer ID 7722

Are you wondering why you have an amount in Box 7a of the 941? Use this answer to find out where
Peachtree gets that information and how to correct it.

What is Box 7a of the Employer’s Quarterly Federal Tax Return (941), and how is that amount calculated? -
Answer ID 18269

Do you have questions about setting up Fringe Benefits in Peachtree?

Reporting Fringe Benefits as Taxable Income on W2 forms – Answer ID 367

Do you have questions about setting up a Simple IRA in Peachtree?

Simple IRA – Answer ID 7468

Do you have questions about setting up a Roth 401(k) in Peachtree?

How do I setup a Roth 401(k) deduction? – Answer ID 21812

©2008 Sage, Inc. All rights reserved. The Sage logo, Peachtree, "Accuracy. Control. Results." and the
Peachtree logo are the registered trademarks or trademark of Sage, Inc. or its affiliated entities. All other
trademarks are the property of their respective owners.
Peachtree by Sage Accounting – Year-End Support Packet 8

Do you have many employees that only have a Federal Tax Number? Can you use that for the Social
Security number in Peachtree?

Cannot process W2s when Social Security # begins with the number 9 – Answer ID 20098

Do you get an error about incorrect Medicare and Social Security wages while running the W2
preparer in Peachtree?

Error: One or more Med Wages/SS Wages/SS Tips is incorrect – Answer ID 20097

After running your payroll in Peachtree, are your Employee and Company tax deductions no longer
matching?

EmployER/Company Tax Fields do not calculate correctly in Peachtree 2009 – Answer ID 22663

When you pull your Tax Liability Report in Peachtree 2009, are the individual totals not calculating
properly?

Tax Liability Report in Peachtree 2009 does not correctly calculate liability amount for 941 –
Answer ID 22664

Peachtree Installation and Setup

Helpful information to know in order to successfully install Peachtree in a networked environment.

Installation Checklist – Before Install – Answer ID 19215

Use this tool to find out which firewalls and antivirus programs you are running.

Which Firewall am I using? – Answer ID 19584

What is the correct way to setup Peachtree for my network to ensure the best performance?

Proper Company/Data Path Setup with one Gateway Engine Managing License – Answer ID 19190

Are you attempting to install Peachtree 2009 and receive the error below? You may not be on the
latest version of Windows Installer.

The installation of the Pervasive Database has failed. Please contact Peachtree Technical Support for
assistance – Answer ID 22665

Are you upgrading and receive the message below? You may have an incorrect datapath set up.

A required file in the company folder could not be read – Answer ID 22417

Are you having trouble getting your Peachtree company to open because of the error: “Peachtree
Cannot be Started, please reboot”?

“Error: Peachtree Cannot be Started, please reboot” – Answer ID 19062

©2008 Sage, Inc. All rights reserved. The Sage logo, Peachtree, "Accuracy. Control. Results." and the
Peachtree logo are the registered trademarks or trademark of Sage, Inc. or its affiliated entities. All other
trademarks are the property of their respective owners.
Peachtree by Sage Accounting – Year-End Support Packet 9

Are you having trouble getting your Peachtree company to open because of the error: “The user you
entered is already logged into Peachtree….?”

The user you entered is already logged into Peachtree. Log on as another user or contact your Peachtree
administrator – Answer ID 19224

"Peachtree cannot open the shared folder that contains this company. The most common cause for
this error is that the SYSTEM user does not have access to the shared folder."

Peachtree cannot open the shared folder that contains this company - Answer ID 23467

Many answers ask for your Data Path and Program Path. Because the Data Path and Program Path
differ for each environment, use this answer to verify your installed paths.

How do I find my Data Path and Program Path in Peachtree by Sage? – Answer ID 21334

Are you having trouble starting Peachtree because it unexpectedly closes or gives you a C++ runtime
error?

This program has performed an illegal operation followed by a C++ Runtime Error – Answer ID 18155

Did you recently upgrade your computers to Windows Vista and find Peachtree very slow or not
responding?

Peachtree is extremely slow and not responding when opening my company on Windows Vista –
Answer ID 21345

Does nothing seem to happen when you click your Peachtree icon?

“When I click the Peachtree Accounting icon, Peachtree does not open and nothing seems to happen” –
Answer ID 21341

Do you have a multi user license for Peachtree but are unable to access your Peachtree company
because it says the serial number is already in use?

You cannot use Peachtree right now because the serial number(s) you have XXXXX are already in use by the
maximum number of computers. – Answer ID 19089

Have you registered multiple times and Peachtree keeps prompting you to register each time you
open Peachtree?

Peachtree keeps prompting me to register – Answer ID 21654

Are you attempting to install the latest Service Release on workstation and get the message: “Setup
has detected that you are using Peachtree Accounting on multiple computers”? You must first install
the Service Release on the server prior to each workstation.

Setup has detected that you are using Peachtree Accounting on multiple computers – Answer ID 19901

Have you recently purchased a new computer and need to move your Peachtree data files? If so,
these instructions will step you through the process.

Moving Data from one stand-alone computer to another – Answer ID 7163

©2008 Sage, Inc. All rights reserved. The Sage logo, Peachtree, "Accuracy. Control. Results." and the
Peachtree logo are the registered trademarks or trademark of Sage, Inc. or its affiliated entities. All other
trademarks are the property of their respective owners.
Peachtree by Sage Accounting – Year-End Support Packet 10

Closing the Fiscal and/or Payroll Year

Use this checklist to ensure that your year-end process runs smoothly and completely.

Year-End Checklist – Answer ID 7623

Use this guide to walk you through the Close Year Process.

Close Fiscal Year – Answer ID 7734

Are you attempting to close your year and get the message: “Problem Initializing Year End Wizard”?

Problem Initializing Year End Wizard – Answer ID 7750

Do you need to save a copy of your data to a safe and secure place?

How do I backup to external media? – Answer ID 7728

©2008 Sage, Inc. All rights reserved. The Sage logo, Peachtree, "Accuracy. Control. Results." and the
Peachtree logo are the registered trademarks or trademark of Sage, Inc. or its affiliated entities. All other
trademarks are the property of their respective owners.