Sage 300 CRE Payroll Tax Update

Government Compliance

Sage Business Care plan customers of Sage 300 CRE should take note of the following payroll tax update information in regards to the scheduled government-mandated changes for the United States. This tax update applies to version 14.1 and version 15.1 of Sage 300 Construction and Real Estate as well as Sage 300 Trade Specialty Payroll.

Effective January 1, 2016 the Federal Withholding Tax will change, as well as the following states: California, Connecticut, Illinois, Massachusetts, New Jersey, and New York. The local Yonkers tax will also be affected. It is important to complete your last payroll for 2015 and close the year before you download taxes and begin processing your first payroll for 2016. Begin your download from within Payroll or from the Sage Customer Portal.

Download and install from within Payroll

To use Download Taxes on a network, you must first log onto your network as the system administrator.

1 If you use security, log onto your system as a user with permissions to the Download Taxes task (PR: Tools > Download Taxes).

2 Start the Payroll application.

3 Select Tools > Download Taxes to download the latest version of the tax files. NOTE: If you are using a firewall, you must allow access to to enable Payroll to download the tax update.

4 Verify your Client Number.

5 Select the Update tax file when download is complete check box if you want to update the taxes automatically after the files are downloaded. If you do not select this check box, you must update the taxes, as described on page 2.

6 View the printed journal for any error messages.

7 If you have multiple tax files, open the data folder and repeat these steps for each company.


Download from the Sage Customer Portal

You can instead download the tax update from the Knowledgebase article titled “Download the Payroll Tax Updates” (Article ID 21576), which you access from the Sage Customer Portal. You must have a service plan to access the Sage Customer Portal and Knowledgebase.


1 Access the Sage Support website by clicking the following link:

2 Click Login in the upper-right area of the page, enter your username and password, and then click [Log on].

3 Click the Knowledgebase tab.

4 Type 21576 in the text box and click [Search].

5 In the Search Results list, open the article titled “Download the Payroll Tax Updates.”

6 Within the article under Attachments, click the link starting with PTUS, and then click [Run].


For assistance with any of your Accounting or Sage 300 CRE Consulting needs, please contact me at 323-272-7018 or email me at

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