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CCH Software User Documentation

Start a Workflow

Create Workflow

Note: Before you start a workflow you must create the tax return for the selected client.

1. In the Tax summary screen, on the Ribbon Bar click Start Workflow.

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The Start Workflow window appears.

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Check the box next to the workflow you require and click OK.

2. You can also start a workflow while creating or rolling forward a tax return.

3. In Workflow Options, choose the workflow that you want to use and then click Next.

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In Start Workflow, select the template that you want to use and then click OK.

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4. In the Tax Computation, Click the workflow tab.

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  1. Use the Workflow to click on each cog to move the steps along.

 

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