After EF > Transmit/Receive runs and acknowledgments have been processed, checks become available to print.


Select EF > Check Print to print checks. Initially you must set up a check range; you are presented with that opportunity the first time you have checks to print.


Printing a Test Check


When all checks have been printed or there are no checks ready to print, a message is presented to you. The message inquires if you want to reprint previous checks or give you the option to test print a check. Follow the steps below to print a test check:

    1. Respond Yes to the reprint prompt.
    2. Click Test. One test check for each bank is loaded into Drake, when you click Test, a printing dialog box opens, and you can print which bank's test check you need to print.
    3. Review the printed check make changes and retest as necessary.

 

Important: It is recommended that test checks are printed on plain paper, not actual check stock. If you do test print on an actual check stock, your bank will need to advise you of the proper procedures to dispose of or retain the voided check. You must also ensure that the next batch begins its printing with the correct check number.

 

Printing Checks


To print checks follow the steps below:

    1. Select EF > Check Print. 
    2. The "Select Checks" dialog box opens. 
    3. Choose Select All or select individual checks to print. 
    4. Click Continue. 
    5. The "Check Print Options" dialog box opens. Initially you must set up a check range; you are presented with that opportunity the first time you print checks. Options are:
      • Print this check on #[check number displays here] – Choose this option to print the check on the displayed check number
      • Delete this Client's check – client should not get it. Choose this option to delete the check from the system. The check will not display for printing again.
      • Skip this Client's check for now (print later) – Choose this option to exclude it from the current print check.
      • Print ALL selected checks starting on #[check number displays here] – Print all the previously selected checks starting at the displayed check number.
    1. Click Continue after selecting one of the four items discussed above. 
    2. The "Print Checks" dialog box opens, select the desired printer and click Print.

  


Note: 

If the check is not aligned, adjust the alignment by selecting Setup > Printing > Printer Setup. The "Print Setup" dialog box is displayed. To access the alignment settings, press F8 or click the tab labeled "Edit Print Setting." 




Reprinting Checks


If a check must be reprinted, and no new checks are ready to print, you can access the Reprint Checks by responding Yes to the prompt, No new checks are available for printing. "Would you like to reprint any previous checks?."  If there are new checks to print, click Exit on the "Select Checks" dialog box to display the "Reprint Checks" message. 


Enter the SSN of the taxpayer for whom a check is reprinted, then click Print. If there are any old checks for the taxpayer, the window displays taxpayer and check information.


Important: The program automatically voids the old check number in the system when reprinting a new check. Contact your bank for specific information as to disposal of the old check.


Reprinting Problems


The message, "Not Allowed – Too Late" appears. 

    1. Click OK to clear this message.
    2. Press F5 – the text should change to Do you have prior check in hand?  Yes or No?  The prior check must be physically in your office to reprint the check. If you do have the check, select Yes.
    3. Print Selections window is displayed.
    4. If the check has already cleared, there is a date in the Clear Date field corresponding to the check. You cannot reprint that check. Please contact Drake Software Support.