Convert Tax Code Keys

Use the Tax Code Key Conversion utility to change a tax code's code or to combine (consolidate) an existing tax code with another existing tax code.

Prerequisite: Back up your Deltek database.

To change or combine tax codes:

  1. On the Navigation menu, click Utilities > Key Conversions > Tax Codes.
  2. Complete the fields on the Key Convert Tax Codes form.
  3. Select one of the following actions:
    Option Description
    To save the conversion to run later Click Save.
    To run the conversion now Click Run.
    To schedule the conversion to run on a regular basis via the process server Click Schedule and complete the information on the Schedule dialog box.