Difference between revisions of "IRS Mailmerge"
Jump to navigation
Jump to search
(Created page with "=='''Overview of IRS14'''== Category:IRS Reporting System") |
|||
Line 1: | Line 1: | ||
=='''Overview of IRS14'''== | =='''Overview of IRS14'''== | ||
+ | |||
+ | |||
+ | The IRS Mailmerge allows you to generate form specific mailmerge files, which can be used to populate substitute forms. These substitute forms can then be sent to vendors, borrowers and/or investors for their tax reporting needs. It is important to note that a separate merge file will be created for each substitute form used in the mailmerge process. To run a mail merge file: | ||
+ | |||
+ | |||
+ | * From the DDI Connect main menu, double-click IRS Reporting System | ||
+ | * Double-click Reports | ||
+ | * Double-click Mailmerge. The parameters screen will launch: | ||
+ | |||
+ | |||
+ | [[File:IRS Mailmerge 1.png]] | ||
+ | |||
+ | |||
+ | |||
+ | |||
[[Category:IRS Reporting System]] | [[Category:IRS Reporting System]] |
Revision as of 15:36, 28 March 2012
Overview of IRS14
The IRS Mailmerge allows you to generate form specific mailmerge files, which can be used to populate substitute forms. These substitute forms can then be sent to vendors, borrowers and/or investors for their tax reporting needs. It is important to note that a separate merge file will be created for each substitute form used in the mailmerge process. To run a mail merge file:
- From the DDI Connect main menu, double-click IRS Reporting System
- Double-click Reports
- Double-click Mailmerge. The parameters screen will launch: