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

Quick Sum
Select a range of cells. The total appears in bottom right of Excel screen. Right-click total to add Max, Min, Count, Average.
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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