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
- From the menu select Maintenance > Workflow Templates.
- Click the name of the template to open.
- Click View Diagram.
- 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.