Beginning 2023, both Desktop and Online UltimateTax platforms will use the Online Check Printing system. This article will cover how to set up the Online Check Printing from both platforms.
After logging in as Admin, do make sure that you've performed all currently available Program and Module Updates. For more information on these, please see the articles below:
Once the software has been updated, click on the Print Checks button from the dashboard of your software.
This will open a window in your default browser that will present you with a login window to the OCP site. For your first time logging in you will need to enter your Client ID (this can be found in your Software page on https://myultimatetax.com), the Username which should always be Admin. For your first login, you will not have a password and will need to use the Forgot username or password? link to receive a temporary password and sign in.
Once signed in, you will need to use the Configure Printer option to perform your alignment to ensure printing is done correctly.
After setup has completed, this window can be opened to view and print any received check print acknowledgements.
After logging into the Online software as Admin, you can find the Print Checks option on your dashboard screen.
This will open a window in your default browser that will present you with a login window to the OCP site. You may log in to this site using the same Admin log in credentials that you use to log in to your Online software.
If this is the first time using the Online Check Printing, you will need to use the Configure Printer option to align your checks and ensure they print correctly.
Once you've logged in for the first time and completed the printer configuration, you are now prepared to print any checks that you receive. You will find them by clicking the Print Checks option.
You will be asked for the Check Layout Code/Bank Code during the check printing process. This code is different for each bank and is four letters. It will be the same repeating four letters found on each piece of check stock and should be labeled as Check Layout Code.
If there is any printing issue or other issue that occurs that prevents your customer from receiving the check correctly, you are able to reprint a check up to 3 times before the bank will no longer allow reprinting. Reprinting a check will VOID the previously printed check that you are reprinting.
Note that you will be asked for the Check Authorization number when reprinting. This number can be found by checking either the Disbursements tab in the Return Query for that return or in the Tax Return Summary option found in the top-right corner of an open return.