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.
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 2023.