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This article demonstrates how to successfully activate checks in the Tax Software. Need to order more checks? Navigate here: Order Checks |
How to Activate Checks (Hosted/Desktop)
Navigate to the Work In Progress (WIP) screen located inside the tax software.
Select Checks, Registers, and Activation.
Select the Check Inventory Tab.
Select Activate.
Ensure the correct bank is selected in the RAC BANK drop-down.
Enter the starting check number.
Enter the ending check number.
Enter your Site ID. This 4 digit number can be a branch number, or an office identifier. If your branch or office identifier is not 4 digits, add a 0 in front to make it 4 digits.
Enter the Check Layout Version. This 4 letter code can be found above the check number on any check. For tax year 2023, this is TYIG.
Select OK.
Need more help? Watch our quick video below…
