Skip to main content
CCH Software User Documentation

Edit a Tax Workflow (Legacy) Template

Product Help Banner.png


You can edit the default Tax Return Completion template in so far as the steps can be re-ordered and new steps can be created. You can also add additional templates.

Edit Template

  1. Select File > Maintenance > Central Workflow > Standard Workflows.

  2. Click the name of the template to open.

  3. Make any changes and click Save and Close when done.



  • Was this article helpful?