How to create a mail merge for July payment on account
To produce reminder letters for the second payment on account due by 31 July, you can use Mail Merge as follows:
1. Select Practice Manager from the Homepage.
2. Select Mail Merge from the left hand panel.
3. Select Create New Mail Merge.
4. Go to Mail Merge Information and add a name and description.
5. Click Continue on the bottom right of the page.
6. In Client Selection screen select the tax year in which the payment on account has been calculated. E.g. 2018 will hold the payment on account for July 2019. Also select how you would like to choose your clients.
7. Click Continue on the bottom right of the page and if you are happy with the client selection click Continue again.
8. In Template Selection screen, click on July payment on account and select Use Template on the right hand side.
9. The mail merge will open in Word - choose Preview Results from the Word -Mailings menu at the top of the screen
10. Word should now display the reminder letters for those clients selected who have a July payment on account due.
Note: If no payment amount is showing, please check the year that has been selected.
11. To save the Mail Merge, in TaxCalc, click Continue then Finish and Save.
Cookie Settings