Dynamics SL Year End Updates
Posted by Jen Bieker on December 16, 2014
Year-end updates are available now for Dynamics SL.
They are only available for the following versions:
- Dynamics SL 2015
Dynamics SL 2011
- SP1 (8.01.xxx)
- FP1 (8.10.xxx)
- SP2 (8.20.xxx)
Note: If you are not sure what version of Dynamics SL you have, click on "Help" > "About SL" in Dynamics SL.
What’s in the Year-end Updates?
1099 Form Changes:
- Box 11 &12 – Foreign Taxes Paid & Foreign Country are no longer used
- Payer A record – Box 11 is no longer valid
W-2 Electronic File changes (no form changes):
- Multiple items removed and/or relocated
- Make a current backup
- Log into CustomerSource and go to Support > Service Packs or search on Dynamics SL 2014 Year End Updates
- Download the appropriate file
- Unzip onto your SL application server
- Read the PDF!
- Run the install EXE file located in the folder for your version
GL Year-End Closing Procedures
AR year-end closing checklist
AP Year End closing checklist in Microsoft Dynamics SL
1099 Year End checklist for AP in Microsoft Dynamics SL
Payroll year-end checklist for Microsoft Dynamics SL
http://support.microsoft.com/kb/847720 (Included is W-2 Processing and balancing Tips)
And remember, if you need help with year end, please contact Crestwood Associates. Our experienced consultants can assist you with all you needs.