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To create a new letter, select Tax Letters > Create New.

A blank letter opens in Word. You can then insert the mergefields that are available to the Tax database into the letter and save it to the following directory:

(AE, Series 6 & 8) Sol64\TaxLetters2018
(AO) myobao\AOSQL\TAX\TaxLetters2018

New letters not saved to the letter directory will not be accessible from the Tax Letters menu.

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Refer to Inserting a field or for comprehensive information on the use and formatting of mergefields consult the help in Word.

Back to Tax Letters

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Tax Letter Mergefields

(AE Tax) Tax mergefields

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