Voiding a Check Voiding a check is used only in the most extreme cases. Most check issues can be solved using the Reprint option.The following scenarios give examples of when it is appropriate to void a bank product check: The taxpayer has lost... Read More

Activating Republic Checks in the Program Before Republic checks can be printed, a check range must be activated. The check numbers available to print will be limited to the range activated.    To activate checks, follow these steps: 1. From th... Read More

Activating TPG Checks in The Program Before TPG checks can be printed in the program, the check range must be activated. To activate checks, follow these steps:1. From the Work In Progress screen, in the Printing Queue panel, click Checks, Registers,... Read More

Republic Checks From The Program Republic Bank checks can be printed from within the software.Checks first need to be activated in the software before check printing can occur. See the following link to see instructions to activate checks How to A... Read More

State Refund... Read More

Symptoms When activating a check range, the following error message appears: ’Check Numbers Overlap with existing Check Inventory’    Cause This error message will appear if: The check range entere... Read More

Symptoms When attempting to print a check, the following error message appears: ’Abort Interrupt! Unable to read check image’  Cause This behavior can occur if the program is not updated to the latest version. Before performing... Read More

  The IRS has discontinued the e-file Refund Cycle Chart. Starting with tax year 2012, most refunds are expected to be issued in less than 21 days. Even though the IRS issues most refunds in less than 21 days, it is possible a tax return ma... Read More

Most check issues can be solved using the Reprint option. Voiding a check is used in the MOST extreme cases.   For circumstances where you do not have control of a check, and you require a reprint, it is necessary to Void the check.... Read More

How to View and Check Settings for the Mobile App   Step 1 open the tax preparation software and log in.  Step 2 From the Work in Progress screen click on Mobile Application Retrieval Utility on the tax Returns section    Step 3 Click th... Read More

Verification Alerts in The Income And Information Checklist   The following steps provide how to enable verification alerts in the Income and Information Checklist Open the program. Log in as a user with administrator access rights. Click on Set... Read More

When using a bank product to process a taxpayer’s refund, the taxpayer can choose to receive a check, have the refund direct deposited into their account, or have the refund loaded onto a bank cash card.Three card options are available in the... Read More

Each Bank Partner offers a version of an Advance Product, which allows a client to obtain funds in advance of receiving their tax refund. You may find below important information one would need to know in relation to applying for an Easy... Read More

Using the Tax Estimator within the 1040 Software  The program can estimate the taxpayer’s potential refund or taxes owed by using the tax estimator's steps of procedure that are provided below: From within a tax return, Select Return f... Read More

Incorrect Bank Information   If a refund has incorrect bank information, such as account # or bank routing #, and the IRS has ACKNOWLEDGED that Direct Deposit return, responsive action will be taken in the re-routing of the funds as in... Read More

Printing the Check Register The following short steps provide how to print the Check Register in the software: 1. From the Work in Progress screen, click Checks, Registers and Activation. 2. On the Check Register Tab, click F8. The software... Read More

Specifying which printer to use for printing checks The following provided steps are shown to specify a default printer for printing checks: 1. Log into the program as a user with administrator rights. 2. From the top menu select Setup->Print... Read More

Sending a Text Message to All Clients With Checks Ready   To send a text message to all clients with checks ready, the following steps are provided:  1.Log into the program as a user with administrator rights. 2. On the top menu bar, click ... Read More

Reprinting a Damaged or Unusable CheckIf a printed check is damaged, was printed on blank paper, or is unusable (for example, the check text printed on the wrong side of the check stock) it can be corrected by processing a reprint... Read More

Audit/Validation Checks    The following short steps show that a customer can turn these checks on or off according to preference:  1. Configuration can be reached by going to Setup -> Office Setup -> Auth/Audits Tab.  ... Read More

Follow Ref Adv PDF to Printing a Check TaxYear2022 Link to RA Check Print Guide.pdf Read More

Adjusting the vertical alignment of text printed on a check The following steps provide how to adjust the alignment of printed text on checks: Log into the software as a user with administrator rights. From the top menu, select Setup->Printer Set... Read More

Symptoms: When printing a check, the following error message appears: "Remote site printing requires site selection first." Cause: The check being printed is associated with a Site ID, but a database record for this Site ID has not been crea... Read More

Refer to " Where’s My Refund? " for Refund Status of a tax return from the IRS website. SSN/ITIN, Filing status and Refund Amount are required for lookup.  Browse to the following IRS website:  Where's My Refund In the Tax Yea... Read More

Disbursement options for a Refund Advantage Bank product   Cashiers Check:  This option will allow the ERO to print the check once it is published by the bank. ​ Direct Deposit: This information is collected from the taxpay... Read More

 TPG Checks From The Desktop Program   Santa Barbara TPG checks are able to be printed from within the software. Checks first need to be activated in the software before check printing can occur. See the following link for instructions to ac... Read More

While trying to print checks, no printing occurs. This behavior can occur if the printer is not PCL 6 compatible. Click Check, Registers and Activations on the WIP screen. Select the Use GDI Printing check box. Verify correct RAC Bank is... Read More

Symptoms When printing a check, the follow error message appears: ’Must configure Site ID when using remote check printing’   Cause This issue may occur if the software is configured for remote check printing.   Resolut... Read More

Symptoms While printing a check, the following error message appears:  ’Invalid Check Number’ Cause The starting or ending check number that was entered in the program is incorrect or missing. The check inventory must be added with val... Read More

Check Authorization https://www.republictaxpayer.com/The following will need to be obtained to get access details about the Tax Payers bank product. Tax Payer SSN Date of Birth Refund Amount Filing Status Resetting Authorization If a Republic ... Read More

Activating Checks... Read More

To Print a Check To print checks, Adobe Acrobat will need to be installed on the computer. Verify Adobe Acrobat Reader is installed or download a free copy from the Adobe’s website before proceeding. Log in to your account at www.refund-advanta... Read More

Check Authorization https://taxpayer.sbtpg.com/loginThe following will need to be obtained to get access details about the Tax Payers bank product. Tax Payer SSN Refund Amount Filing Status Reissue a TPG Check  If a check from TPG has been ... Read More

 Print Checks in the 1040 Desktop Program From the Work In Progress screen, in the Printing Queue panel, click Checks, Registers and Activation. Place a check mark next to the check(s) to be printed and then click the Print Check(s) Button. ... Read More

Editing the Check Range Navigate to the Checks, Registers and Activation from the WIP screen Click the Check Inventory Tab Highlight the desired check range and then click the Edit Button.  The Edit Check Range window will display. Make n... Read More

Printing Test Checks... Read More

How to Edit an Existing Check Range in the 1040 Software When there is an error to the check range entered to the program follow steps to edit that data. Log into the 1040 Software with appropriate rights. From the Work in Progress Navigate to Check... Read More

Deleting a Check To delete a check from the Desktop Program, refer to the following steps below: From the WIP, in the Printing Queue section Click Checks, Registers, and Activation.  The Checks, Registers, and Activation screen will appear. ... Read More

To Reissue a Refund Advantage Check If a Refund Advantage check has been authorized but not cashed, the check would need to be reissued and reprinted to have the authorization reset. Request a Check Reissue Form from Refund Advantage ... Read More

Summary If a check is misprinted or damaged, it is possible to be reprinted.Important Note: If a check is lost, proceed to KB 584 How to Void a Check in The Desktop Software Procedure  From the WIP, in the Printing Queue section Click... Read More

Use the following article to reprint a check that was previously marked as “printed”.  Select the “search” box, enter in the desired search criteria, then click the “search” button. Once the checks appear, clic... Read More

How to print a check at the TPG website For partners printing from the TPG web portal, please refer to the following links directing you to SBTPG's website. Printing checks from TPG website (Part 1) https://support.sbtpg.com/hc/en-us/articles/21... Read More

Reprinting a Check These steps are NOT confirm as current process 11/11/21If a check has been misprinted or damaged, it is possible to be reprinted. Log into the TPG web portal and select Print Checks. Next, click REPRINT CHECKS. Select the chec... Read More

Symptoms The following verify error appear when applying for a refund advance bank application "Refund less Fees too small for RT/ERC" "Refund amount does NOT qualify for Advance" Cause The field Selected Packages exists at the beginning of the Truth... Read More

How to Create an Extended Report for Bank Products with Check Print Dates  Select Lookup from the Work in Progress (WIP) screen Select Extended to bring up the report creation window. Using the screenprint below select the following Available Di... Read More

When attempting to print a check the partner is presented with the following error: Symptoms: ’Error Message: "Stale Check Voided by the bank, Please contact the issuing bank"’ Cause: The check is stale, voided or the ERO waited too long... Read More

When the preparer enters Refund Type 5 on Form 8879 The preparer has chosen Refund Type 5 for a bank product; this means the fees for preparation will be taken from the IRS funded return. How does the IRS or the Bank know how to route that refund?? ... Read More

Symptoms When verifying fatal error displays:  ’Invalid RT/ERC Account Number -  Check Setup Options’ Cause The deposit information on the Form 8879 has been altered. This can happen due to a SSN change or by the ERO tryin... Read More

Follow the instructions below to successfully activate checks using 1040 Online: Click Office Settings. Click Checks. Click Activate Check. Complete the required information for your desired bank provider. Click Add. Read More

Before this process can begin the end user must have attempted to e-file the return sending the bank application to the appropriate bank.An IRS rejection is required to paper file an RT or the following error will occur. Important Note: This function... Read More