Help | Check Ready Status

The Check Ready Status settings are designed to allow an ERO more control over when bank product refund checks, such as RAL and ERC, are announced to their customers. For some EROs it’s necessary to control when Check Ready Statuses are announced as this type of status usually means the ERO has other work to prepare the customer's paperwork before being ready to deliver a refund check to the customer.

A Check Ready Status is calculated by a number of factors however the key flag is when a check has been printed by the ERO. As a result an ERO must print checks for a tax return to move into a Check Ready status. Once the check has been printed there are 3 primary mechanisms to control when Check Ready Status are announced to customers.

1. Check Print Delay – This is the amount of time after a check is printed which the system holds announcing a check is ready. This setting is a value from 0 – 720 which represents the number of minutes to delay the announcement.
2. Check Ready Delay – This is the time of day after which all printed checks will be announced as ready. Some EROs will process checks in the mornings and typically have a time of day they know they are comfortable with where they know they will always be ready to accept customers looking for their refund checks.
3. Manual Hold – By enabling this on an office no check ready status information will be available to customers until the hold is released. Note that the Manual Hold is automatically released at midnight of the day in which it was set.

It is important to understand these settings apply for only the day a tax return's status has changed to reflect a check is ready. That is, if a check is marked as ready on a tax return on Monday the Check Ready settings apply for Monday only, the day the Check Ready status was initially noted and not for any day after.

Examples

In the table below are a few examples of how these settings work together.