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To start the mail merge process, you'll need to obtain the List of Recipient information.
- Start by going to the History or using the existing forms in your payroll software.
- Once the History is open, select the Record copy of the W-2/1099/1095 Filing. Select the report, and then click Edit. This screen is called the Dashboard. Here, select the radio button beside Password Lookup and click Next.
- The next screen will have the option to Save List. This will create a CSV file that contains all recipients' information for a mail merge.
The following links will provide further information on how to complete a mail merge.