Drake Tax – Verifying Check Print Numbers

There are several ways to verify that a check that you printed out for a client refund was printed on the correct check number. Locate the check number on the physical check for the client and then:

• Go to the EF menu from the home screen of Drake Software and select Check Register. Use the date range to include the date that the check was physically printed out, locate the client in the list provided, and verify the check number.

  • In the EF menu, select Search EF Database. Enter the taxpayer SSN and press Enter. You will see any checks printed for the client in the Check Information box. Locate and verify the check number.

• The Online E-File Database is another option for verifying check numbers, which is accessible through the Drake Support website. There are several ways to access the Support website:

• You can click the F10 – Online DB button on the Search EF Database screen.

• You can select Drake Software Support Website from the drop list on the Help button on the toolbar at the top of the Home window screen of the software.

• You can go to the Help menu. Choose Support Info and select the website link under Web Support.

• After logging in with your username and password, select Reports from the menu on the left side of the screen, then EF Database. Below the menu on the left side, type the taxpayer’s SSN or last name to bring up data for the client, which will report any checks printed along with the check numbers.

• You also can run a report from Reports > Report Manager > EF/Bank Reports. Options available include a daily, weekly, or monthly check report.