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Reissuing checks with sbtpg web printing (Part 3)

Part 3- please follow these instructions if you have been instructed to print checks from our website

Checks issued after Oct. 31 are printed by Santa Barbara Tax Products Group (sbtpg) and mailed via USPS regular mail to the address provided on your client's tax return.

 

To void and reissue an original check that was damaged, destroyed, that didn't print correctly or was printed on paper instead of check stock log in to our website and select Check Printing from the left side menu.

 

 Reissuing Check(s)

Select the "Reissue checks" button to continue.

 

sbtpg-reissue.jpg

 

The list of checks that may be reissued will include the check number you originally entered when you first printed the check(s). You can reissue up to 25 checks at one time.

 

reissue.jpg

 

You can also search for a specific taxpayer's check using the search box and searching by the primary taxpayer's last name or the last 4 digits of their SSN.

 

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Use the checkbox to select the check(s) you need to reissue. 

taxpayer-reissue.png

Select the "Print" button at the bottom right corner of the page to continue.

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A screen will open, prompting you to click to agree to the terms and conditions.

  • If you are reissuing a damaged check or a check that didn't print correctly and that check is in your possession you must destroy the original check
  • If you are reissuing a lost or stolen check that is not in your possession you assume all liabilities in case two checks are cashed. 

Once you have read and agreed to the terms click to agree to the terms and conditions and select the "Yes" button to continue. 

 

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Once you select the "Yes" button a window will open asking you to enter the starting check number of the check stock that is loaded in your printer. Enter the new starting number in the check stock.  

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The starting check number is the check number of the first cashier's check in your printer that will be printed. You can find the check number at the top right side of the cashier's check. This is an example only.

check-number.jpg

 

You will also be reminded to confirm the check layout version that is found on the check stock. This is to ensure you are using current year check stock.

The layout version below is an example. This layout version changes every year.

 

layout.jpg

 

A pdf will pop-up (make sure your pop-up blocker is turned off). Review and make sure the information printed on the check(s) is correct THEN select the Print button in your browser or in Adobe Acrobat. 

 

 

After printing the check(s), you will see a confirmation message including a link to the pdf that was just printed. If you accidentally closed the pdf before printing the check(s), select the "Reopen PDF" button to re-open the pdf and print the check(s) or select "Done" if you successfully printed the check(s).

Confirm-printed.png

 

 

 

<< PART 2 - PRINTING CHECKS PART 4 - PRINTING PROBLEMS?  >>
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