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CCH Software User Documentation

Running the mail merge

Information Request uses CCH Central's mail merge feature to produce the automated letters. These can be opened in Microsoft Word, printed directly or be sent to a client via email. For guidance on this, please see the CCH Central Creating a mail merge page.

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 2016, select 2016.

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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