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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.
Google Workspace
Office 365
- https://support.microsoft.com/en-us/office/video-mail-merge-507b5468-f771-485d-9ef0-27857168a266
- https://www.howto-outlook.com/howto/mailmerge.htm
- https://support.microsoft.com/en-us/office/prepare-your-excel-data-source-for-a-word-mail-merge-2d802b6b-a3a3-43e5-bb76-2cac7c68673e
- https://support.microsoft.com/en-us/office/use-mail-merge-to-send-bulk-email-messages-0f123521-20ce-4aa8-8b62-ac211dedefa4
- https://support.microsoft.com/en-us/office/set-up-a-new-mail-merge-list-with-word-1a752328-b1b5-4865-96a2-e0acd561fe6f
