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AE Tax and Series 6/8 only

In order to setup for SQL Tax Letters, select Tax Letters > Create/Update Views.

This process is required when you setup for Tax Letters initially and after the installation of a new version of Tax to enable new mergefields as advised in the Release Notes.

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Practice Manager users are not required to run Create/Update Views.

In addition, you must set your SQL password on the Control Record, refer to Defaults.

Back to Tax Letters

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Copy Practice Text Letters to Tax Letters in Word

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AE Tax and Series 6/8 only

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