IRS Mailmerge
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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:
