Use Outlook’s Contacts to Address and Format Letters


Q. I keep all my contacts—names, addresses, phone numbers and e-mail addresses—in Outlook. But I can’t find a way to use that information to automatically address letters. Can you help?

A. I understand your frustration. Sometimes Outlook gets “cranky” when you ask it to provide address information for Word. I use the Letter Wizard , and it works for me.

When you’re ready to write a letter, click on Tools , Letters and Mailings and Letter Wizard .

To customize the letter, click on the Letter Format tab, creating this screen:

You can order the wizard to include the date, handle preprinted letterheads and format the letter in other ways. Now click on the Recipient Info tab and on the icon of the open book . That will generate a drop-down menu of the possible places your contacts are stored. Click on the appropriate one.

Finally, after clicking on OK , the basic format of the letter will be produced.

SPONSORED REPORT

How to make the most of a negotiation

Negotiators are made, not born. In this sponsored report, we cover strategies and tactics to help you head into 2017 ready to take on business deals, salary discussions and more.

VIDEO

Will the Affordable Care Act be repealed?

The results of the 2016 presidential election are likely to have a big impact on federal tax policy in the coming years. Eddie Adkins, CPA, a partner in the Washington National Tax Office at Grant Thornton, discusses what parts of the ACA might survive the repeal of most of the law.

QUIZ

News quiz: Scam email plagues tax professionals—again

Even as the IRS reported on success in reducing tax return identity theft in the 2016 season, the Service also warned tax professionals about yet another email phishing scam. See how much you know about recent news with this short quiz.