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Create New

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\TaxLetters2019

  • (AO) myobao\AOSQL\TAX\TaxLetters2019

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

Refer to Edit Letter#Insertingafield or for comprehensive information on the use and formatting of mergefields consult the help in Word.

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