Purpose: Creates a data file for use in a merge document including the AICPA number, name, address information, balance due, billing class, fax number, and email address. Firms to be included are specified using the selection criteria. The resulting data can be exported to various file types (ie..XLS, XLSX, DBF, CDT, CSV, MDB).
Launch Point: This report can be launched from the following location(s):
•Review → Reports → Mailings →
Example: When the report is launched the report wizard will open