Difference between revisions of "IRS Mailmerge"
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[[File:IRS Mailmerge 1.png]] | [[File:IRS Mailmerge 1.png]] | ||
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+ | You have the following fields available: | ||
+ | |||
+ | |||
+ | {| class="wikitable" | ||
+ | |- | ||
+ | ! '''Field''' !! '''Description''' | ||
+ | |- | ||
+ | | '''Tax year''' || Enter the tax year that you are wishing to work with | ||
+ | |- | ||
+ | | '''Form code''' || Type the form code or click the list icon to select from a list of [[IRS Form Setup|forms]] configured in your system | ||
+ | |- | ||
+ | | '''Payer''' || Example | ||
+ | |- | ||
+ | | '''State''' || Example | ||
+ | |- | ||
+ | | '''AIC include''' || Example | ||
+ | |- | ||
+ | | '''AIC exclude''' || Example | ||
+ | |- | ||
+ | | '''Exclude if amount is zero''' || Example | ||
+ | |- | ||
+ | | '''Exclude punctuation''' || Example | ||
+ | |- | ||
+ | | '''Output format''' || Example | ||
+ | |} | ||
Revision as of 15:44, 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:
You have the following fields available:
Field | Description |
---|---|
Tax year | Enter the tax year that you are wishing to work with |
Form code | Type the form code or click the list icon to select from a list of forms configured in your system |
Payer | Example |
State | Example |
AIC include | Example |
AIC exclude | Example |
Exclude if amount is zero | Example |
Exclude punctuation | Example |
Output format | Example |