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:
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(AE, Series 6 & 8) Sol64\TaxLetters2019
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(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 2025 | EditLetter2025 Insertingafield or for comprehensive information on the use and formatting of mergefields consult the help in Word.