IRS Mailmerge

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