Aatrix :: Mail Merge 

Mail Merge

Learn about sending out eW-2's, e1095's, and e1099's with mail merge.

Search Our Knowledgebase (Windows; U.S.)

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.

Mail Merge Save List.jpg


      • 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.

Save List.jpg

The following links will provide further information on how to complete a mail merge.

Google Workspace

Office 365




Related Pages:

AATRIX eFile Website

Aatrix Support (Windows)

 Available Mondays through Fridays from 8:00am - 5:00pm CST
Phone: 701-746-6814
Fax: 701-746-4393 
Email: helpme@aatrix.com

Aatrix Live Chat


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