Sage Timberline Office News & Tips
Sage Timberline Year End Considerations

If you have a subscription to any of the Sage Timberline Office service plans, you have access to the Sage Customer Portal - your online location for everything from software updates to online technical support. From the Year-End Information page on the portal, you’ll be able to download the comprehensive 2009 Year-End Procedures Guide, sample Anytime Learning sessions for some common year-end tasks, read the articles from the weekly series of year-end tips, and download your year-end software updates. Log on to the customer portal and search the Knowledgebase for KB2009 for the latest year-end resources. You can also subscribe to the Year-End Information page so that you receive an e-mail notification each time new year-end information is added.

Remember, in order to receive the year-end software updates, information, and support available for your Sage Timberline Office system, you must be on a service support plan. You must also be using Sage Timberline Office Version 9.4.1 or greater to install the year-end updates.

Below is a synopsis of year-end considerations for your review.

Year-End To-Do List

• Order year-end forms.
• Contact Mary Burns-Kules, your Certified Consultant, to schedule time.
• Create e-mail folder and distribution list to store year-end tips e-mails.
• Schedule year-end training for staff.

Year-End Timetable

• October - Contact Integrated Computer Systems Support to schedule time with your consultant for year-end processing help.
• Early November - Year-End Procedures Guide available.
• Mid-November - Weekly Year-End Tips e-mails begin.
• Early December - Year-end downloadable updates available.
• Late December - 2010 payroll tax update available.

2009 Year-End Software Update
All government mandated year-end changes in Accounts Payable, Payroll, or Property Management will be made to the following versions of Sage Timberline Office:

• 9.4.1
• 9.5.0 and 9.5.0 Rev 1
• 9.6.0 and 9.6.0 Rev 1

Sage is in the process of investigating government and other regulatory changes for the 2009 Year-End Release. We will communicate this information to you as year-end draws nearer. In the meantime, please read the following information to prepare for year-end.

If you currently use:

• 9.4.1, you can remain on 9.4.1 and install the 9.4.1 year-end update.
• 9.5.0 or 9.5.0 Rev 1 or any subsequent update to 9.5.0, you can remain on 9.5.0 and install the 9.5.0 year-end update.
• 9.6.0 or 9.6.0 Rev 1 or any subsequent update to 9.6.0, you can remain on 9.6.0 and install the 9.6.0 year-end update.
• 9.3 or earlier version of Sage Timberline Office and process year-end government reporting documents from Sage Timberline Office, we recommend that you upgrade to 9.6 before December. This will save you time at year-end. Contact us for assistance with this upgrade.

After you finish your year-end processing, you can upgrade to the latest CD version. If you currently use 9.4.1 you will be able to upgrade directly to 9.6 or to 9.7 when it is released in 2010. There are a number of critical considerations however so PLEASE check with us first before proceeding.

The 2009 year-end release will be available for download as a software update. A notice will be sent in December when the 2009 year-end update is available. The 2010 payroll tax updates are a separate download and will be available in late December.

There are currently no federal changes in this year’s year-end software update; however, we recommend you review the year-end software update notice 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 have any questions about upgrading, please contact Integrated Computer Systems Support at 425-820-6120.