Convert Withholding Code Keys

Use the Withholding Codes Key Conversion utility to change a withholding code or to close out (consolidate) withholding code data into a single withholding code.

You can consolidate data between two existing withholding codes. Alternatively, you can set up a new withholding code in which to close out withholding codes that are no longer in use.

Prerequisite: Back up your Vision database.

To change withholding codes:

  1. From the Vision Navigation menu, click Utilities > Key Conversions > Withholding Codes.
  2. Complete the fields on the Key Convert Withholding 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.