If you are experiencing a white screen issue in the S&F module, please follow the steps below to resolve it:

1. Close AutoMate.
2. Click the Windows Start icon at the bottom of the screen and type Internet.
3. Open Internet Options.
4. Click Settings.
5. Select Every time I visit the webpage, then click Apply and OK.
6. Restart AutoMate and access the S&F screen.

Year End Documents

Register Here: Year End Webinars

Form Ordering Process: Please reach out to your Account Manager to Place Orders or email automatesgm@solera.com

• Available Options Found Here: 2025 Year End Forms Brochure 2

Accounting

Accounting Year End Guidelines

2026 Financial Statement Changes - See Below

• Suggested Accounting Month End Guidelines for Franchise Dealers (2025 v2)
• Suggested Accounting Month End Guidelines For Independent Dealers (2025 v2)
• Close Out Year-Zero Sales-Expense Accts
• Accounting Program 14 - Closing the Year
• 13th Month Processing User Guide

Accounts Payable

Suggested Accounts Payable Year End Guidelines

• Accounts Payable Vendor Report
• Add Payment Reference Guide V2
• 1099 NEC and MISC Processing
• 1096 NEC and MISC Processing
• Creating the 1099 Export File

Payroll

Payroll Year End Guidelines V2

• Payroll - Third Party Check Processing v5
• Health Insurance Payments
• Payroll - W2 and W3 Printing User Guide
• Yearli W2 Extract Instructions
• Affordable Care Act Processing 2025
• Payroll - How to Update Tax Tables in the Payroll Module Tax Definition v5

2026 Financial Statement Changes

Below are the financial statement changes given by each OEM: 

• OEMS with No Changes:
  • AutoMate Independent Statement (AMIND)
  • Bentley
  • General Marine
  • Hino Trucks
  • Mazda
  • Maserati
• 2026 Acura FS Changes
• 2026 Audi FS Changes
• 2026 BMW FS Changes
• 2026 Chrysler Fiat FS Changes
• 2026 Ford FS Changes
• 2026 Genesis FS Changes
• 2026 GM FS Changes
• 2026 Honda FS Changes
• 2026 Hyundai FS Changes
• 2026 Infiniti FS Changes
• 2026 JLR FS Changes
• 2026 Kia FS Changes
• 2026 Lamborghini FS Changes
• 2026 Mercedes FS Changes
• 2026 Mitsubishi FS Changes
• 2026 Nissan FS Changes
• 2026 Porsche FS Changes
• 2026 Subaru FS Changes
• 2026 Toyota FS Changes
• 2026 Volvo FS Changes
• 2026 VW FS Changes

Reynolds and Reynolds will be doing a mandatory update of their all States TPL-UCL-EPS PDF LEASEs on 1/27/26

If you have these PDFs forms on your menu, please note the current revisions will be removed from your menu and the new forms will be added on the morning of 1/27/26. Any form packages will need to be updated to reflect the new revision of the form.

They will also be doing the SFS-UCL-MT-EPS-14-01/26 on 2/2/26 - New pdf will be added to menu, any old MT version will be removed.

We are aware of concerns related to the Ford 99P Labor Operation Codes. Our teams are actively working to resolve this issue before month-end. Upon resolution, we will initiate a data resend to refresh the data in Ford systems.

02/01/2026 UPDATE:  All Ford RO 99P UDB data for ALL Ford dealers has been resent for ROs closed between 01/01/26 and 01/31/26.  Auto/Mate will be doing weekly resends of the 99P UDB data for ALL Ford dealers until the root cause of the issue is resolved.