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 Vision database.

To change or combine tax codes, complete the following steps:

1. From the Vision 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 Schedule dialog box.