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CCH Software User Documentation

Running the mail merge

Running the mail merge for Information Request templates

When you select an Information Request template, the Query function must be used for this to run correctly.

  1. From the Data Source group, select Query.
  2. In the drop down box, select Information Request.
  3. In the Year field which appears, select the year for which the request is being produced. For example, if you are producing a request for the year ended 5 April 2020, select 2020.

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Note

When using CCH Document Management, the Information Request document type needs to be specified and added as a Document Type for client filing.

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