Sage 300 CRE Year-End

Don’t wait to schedule your upgrade, see how below.

Sage 300 CRE
Year-End Timeline

Now – December 1

Check our Knowledge Base article to see if you need to upgrade. If you do, complete theYear-End Prep Course + Schedule with Bangert or (recommended) consider our Self-Serve Option when the upgrade is released.

December 18 – Prior to Processing W-2s and 1099s
Complete Year-End Upgrade on Server & Workstations

After Last Payroll of 2025 – Prior to 2026 Payroll
Complete Software Tax Upgrade on Server & Workstations

Before First 2026 Payroll
Close 2025 Payroll

Before January 31
W-2s Processed
Vendors 1099s Processed
ACA Forms Processed

(Recommended)
Self-Serve Your Year-End Upgrade

Upgrade on your schedule with our self-serve option! Guided by detailed video tutorials, you’ll have everything you need—no appointments required.

Benefits of Self-Serve:

  • Flexible: Complete the upgrade anytime, day or night.
  • Instant: Start as soon as the release is available.
  • Free: No additional cost.

Don’t wait to schedule!

Click below to take the required Year-End Prep Course and save your spot.

Sage 300 CRE
Bangert Year-End Service Pricing

After Business Hours + Weekends

Fixed Rate
$1,695
  • 1 Server, Up to 5 Workstations

  • $50 per Additional Workstation

Scope of Work Required for Additional Companies, Workstations, and Scheduling After Business Hours

Disclaimer: Fixed rates do not include patch releases. Sage does not provide business partners advanced notice of the Year-End Upgrade release date and time. It is likely we will not know until 12-24 hours in advance, and it is possible you will receive communications from Sage before we do! However, after decades of experience, we know that it is typically released the 2nd or 3rd week of December.

Tired of the Year-End Hassle?

Make Year-End a breeze with the industry-leading cloud ERP, Sage Intacct Construction + AskRichard. Say goodbye to the days of intricate Year-End Updates and request a demo from our experts: