How to register checks in KIS Online
The objective of this article is to walk you through on how to register checks.
- Login to your KIS ONLINE CHECK PRINTING software.
- At the top left corner, you will see several links, click on the first link that says CHECK REGISTER.
- Click on the button located at the bottom left corner labeled ADD/DELETE CHECK RANGE.
- Enter the Minimum Check Number and the Maximum Check Number and click ADD NEW CHECK RANGE.
- Your Check Register will generate the check stock you entered.
How to register checks in KIS Desktop
The objective of this article is to walk you through on how to register checks.
- Login to your KIS DESKTOP software.
- Click on the SETUP Tab.
- Click on the fifth icon on the left side labeled CHECK PRINT.
- A warning box may appear telling you there is no check range added. Click OK.
- At the top left corner, you will see several links, click on the second link that says CHECK REGISTER.
- Click on the button located at the bottom left corner labeled ADD/DELETE CHECK RANGE.
- Enter the Minimum Check Number and the Maximum Check Number and click ADD NEW CHECK RANGE.
- Your Check Register will generate the check stock you entered.
How to Setup and Print a TEST CHECK in KIS Desktop
The objective of this article is to walk you through the process of The Check Setup Process.
- Click on the KIS Desktop icon and login to the software.
- Click on the SETUP Tab on the top right corner.
- Click on the 5th icon on the left-hand side labeled CHECK PRINT.
- Click on the SETUP Tab on the CHECK PRINT window.
- Enter a CONFIGURATION NAME and check the box to use the configuration as default.
- At the bottom of your screen on the left-hand side, click PRINT SAMPLE CHECK to print a Test Check so you can figure out the correct way to place your checks in your printer to print them for your customers. We DO NOT recommend using an actual check for this, make a copy of a check and use that copy instead.
- If the bottom portion of the check needs to be adjusted to correct alignment issues, use the CASHIERS CHECK adjustment box to adjust your print settings.
- Print a test check again and if the check prints correctly, click on ADD NEW CONFIGURATION to save the changes made.
How to run the Check(s) Ready Report
How to run the Check(s) Ready Report
SUMMARY
This article provides information on the Check(s) Ready Report.
MORE INFORMATION
This Report provides a list of clients whose checks are ready for printing. It allows you to sort and group the clients by different criteria and includes the client’s home phone number. This Report is a useful tool to use in tandem with check distribution.
How to view the Check(s) Ready Report
To generate the Check(s) Ready Report, follow these steps:
- On the Reports menu, point to Status Reports and then click Check(s) Ready.
- In the Sort By list, choose the applicable sort option.
- In the Group By list, choose the applicable grouping option.
- Click Quick View and then click Print.
Report Fields
The following information is displayed on the Rejected Returns Report:
Report Field
Description
SSN
Social Security Number
Last Name
Taxpayer Last Name
First Name
Taxpayer First Name
Home Phone
Taxpayers Home Phone Number
EFIN
Electronic Filing Identification Number
Rcpt#
Receipt Number
Reporting Options
You may use the following report options when generating the Check(s) Ready Report.
Sorting Options
You can sort the Check(s) Ready Report by the following fields:
- Taxpayer SSN
- Taxpayer Last Name
- Receipt Number
- Preparer EFIN
- Preparer Site
Grouping Options
You can group information in the Check(s) Ready Report by the following:
- Site
- EFIN
- Preparer
- IRS ACK