Year end guide

Sage 300 CRE Year-End

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

Back to the Year-End hub

Timeline

Sage 300 CRE Year-End Timeline

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

  1. Now – December 1

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

  2. December 15 – Prior to Processing W-2s and 1099s

    Complete Year-End Upgrade on Server & Workstations

  3. After Last Payroll of 2026 – Prior to 2027 Payroll

    Complete Software Tax Upgrade on Server & Workstations

  4. Before First 2027 Payroll

    Close 2026 Payroll

  5. 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.
Get Started

Don’t wait to schedule!

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

Schedule Now

Additional Resources for Sage 300 CRE Year-End

Do You Need to Upgrade?Bangert’s Knowledge Base Article for Sage 300 CRE Year-EndBangert’s Sage 300 CRE Year-End ContentSage’s Year-End Center for Sage 300 CRE

Sage 300 CRE Bangert Year-End Service Pricing

Normal Business Hours

Fixed Rate

$1,195

  • 1 Server, Up to 5 Workstations
  • $50 per Additional Workstation

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.

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