Purchasing Payroll
Payroll Setup/Defaults
Employees and Paychecks
Payroll Reports
Payroll Tax Forms
100

These levels determine how many employees can be paid per month/per company.

What are Payroll Tiers?

100

This Wizard is where you establish benefits and which payroll option you would like to use in Sage50.

What is the Payroll Setup Wizard?

100

Even though it is created in the Maintain, Employees window, this type of employee cannot be paid using the Payroll Entry window

What is a Sales Rep?

100

This report type uses the current formulas and settings whenever it is run.

What is a calculated report?

100

What type of forms should be purchased if printing W2s from Sage 50?

What are blank, 4 part perforated forms?

200

This area in Fusion shows if a customer has paid for payroll and the Employee count in which they are entitled to pay.

What is Customer 360?

200

Select this button on a tax line to make a benefit pretax for it.

What is the Adjust button?

200

Enter a positive number on this tab for any benefit contributions, such as 401K

What is the Withholding Info tab?

200

This report shows debits and credits for Paychecks entered in Sage 50.

What is the Payroll Journal?

200

This walkthrough of the W2 does not save the info for later use, if corrections need to be made.

What is a Test Drive?

300

This file in the datapath is updated once the Sage 50 Subscriptions are updated-it shows what addons and services a customer is entitled to use in Sage 50.

What is Entitlements.xml?

300

This is the number of paytypes that can be created when running payroll even though, in 2021.1 only 20 will be shown on the Payroll entry screen

What is Unlimited?

300
Sales Invoices can be applied to a Sales Order or can be entered as this other option

What is Apply to Sales?

300

This report shows current vacation and sick time totals.

What is the Vacation and Sick Time report?

300

This is where you can assign a payroll field to Box 12 on the W-2

What is the Payroll Setup Wizard?

400

This add-on service allows for an employee's check to be sent directly to their bank account.

What is Direct Deposit?

400

This option is selected to carry balances over to the new year after closing the Payroll year.

What is Run?

400

This area is used to enter outstanding YTD balances prior to using Sage 50 that update Payroll reports and tax forms.

What are Employee Beginning Balances?

400

These reports are used to verify incorrect withholdings on paychecks.

What is the Exception Report?

400

This is the frequency in which a W2 is to be filed.

What is Annually?

500

If Fusion shows a customer should be able to eFile for 2EINS and their Entitlements.xml file shows they can eFile for 1 EIN, how many EINs will Sage 50 allow them to eFile?

What is 1?

500

If Calc is selected in the defaults, this must be present before hitting OK.

What is a formula?

500

Uncheck this box to choose another GL account that is different from the defaults for a tax or benefit on the Employee Fields tab.

What is Use Defaults?

500

These reports can be used to verify W2 amounts

What are the Tax Liability and Yearly Earnings report?

500

This is the website to download new tax form updates

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