Excel Mail Merge - Use cell contents to call up form - can be Word but prefer PDF.

joyesaye

New Member
Joined
Jul 19, 2023
Messages
2
Office Version
  1. 365
Platform
  1. Windows
I have an excel spreadsheet of tax returns due to various local jurisdictions. Each jurisdiction has their own form and each store must report on a separate form.

Is there a way to use cell contents in the record row to call up the jurisdiction specific form in which to merge to a PDF or Word form?

Columns=
Store Number
Jurisdiction
Sales
Tax
Discount
Penalty
Fee
 

Excel Facts

Links? Where??
If Excel says you have links but you can't find them, go to Formulas, Name Manager. Look for old links to dead workbooks & delete.
Is the forms just text?
No. Attached is a sample form. We report to 26 different jurisdictions all with their own unique form. Some forms have graphics, and some forms have outlined text boxes.
 

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