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How to use mail merge to generate itemized tax statements?
I'm hoping Word 2007 will be easier than it was in the past. I need to
generate tax statements for our donors, with normal contact info at the top of the mail merge letters, followed by a list of all their 2008 contributions sorted by date, then the total for that person. My data source is in Excel and has individual rows for each donation (so a person who gave 6 times will have their name repeated on six lines, yet each line is unique to the donations they made). How do I do this? |
#2
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How to use mail merge to generate itemized tax statements?
It is no easier in 2007! - see How to use mail merge to create a list sorted
by category - http://support.microsoft.com/?kbid=294686 Fellow MVP 'macropod' has posted a tutorial on this, with working field codes and a sample Excel data source, at: http://www.wopr.com/cgi-bin/w3t/show...?Number=731107 -- Graham Mayor - Word MVP My web site www.gmayor.com Word MVP web site http://word.mvps.org srhamm wrote: I'm hoping Word 2007 will be easier than it was in the past. I need to generate tax statements for our donors, with normal contact info at the top of the mail merge letters, followed by a list of all their 2008 contributions sorted by date, then the total for that person. My data source is in Excel and has individual rows for each donation (so a person who gave 6 times will have their name repeated on six lines, yet each line is unique to the donations they made). How do I do this? |
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