Use the Tax Workflow (Legacy) Diagram
The workflow diagram shows a visual representation of the selected workflow process, which you can click to view or edit.
View Workflow Diagram
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From the menu select Maintenance > Workflow Templates.
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Click the name of the template to open.
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Click View Diagram.
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Click a process, for example Receive Data from Client (available for the Tax Return Completion template).
The steps involved in the process appear at the bottom of the window. -
Modify the steps and click Save and Close when done.