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Print Test Check Do a test check before printing a check will prevent from having to reprint real checks. You only have 3 tries before it is stale and will be voided by the bank. Once the check is stale you will have to complete a check reissue which can take up to 72 hours. If no signature the bank will refuse to cash. |
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DON’T print a check without knowing how to load it in the printer tray. All printers are different and may not print the same as your loan checks. REMEMBER you are limited on how many times you can print one check. DO NOT give the check to the customer if there is no signature on it. |
Follow the instructions below to complete a Test Check:
You will need to log into the Cloud Client tax software with your credentials.
Once in the software Transmit to Central Site.
3. If there are any software updates please apply them before moving forward.
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Next, you will click on the Checks, Registers, and Activation.
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This will give you the option to change your RAC Bank, it will need to be on the TPG World Finance if its not there.
Then press the Test Check and that will generate a box with the printer. Make sure you are not using a LMS printer. If printer is not set right it will not have the signature on the check.
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This article outlines how to print a test check from Checks, Registers, and Activation within the tax software. |
Navigate to the Work In Progress (WIP) screen located inside the tax software
Select Checks, Registers, and Activation from the Printing Queue
Select the correct Banking Partner option located in the RAC Bank dropdown menu
*RAC Bank options may differ from options pictured below, depending on banking partners and setup options).
Select Test Check near the bottom left of the screen
Choose Print when you have verified the correct printer is chosen
