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:
- From the Vision Navigation menu, click .
- Complete the fields on the Key Convert Tax Codes form.
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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.