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CCH Software User Documentation

Import a Tax Workflow (Legacy)

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

  2. Click the Import option in the ribbon bar.

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  1. The following warning message will appear:

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  1. Click "Yes" to proceed and the Import from file workflow window appears.

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  1. Navigate to the location of the workflow file via the path and complete the remaining details where applicable i.e. a workflow name, deadline date type, deadline date, subject and starting rule.

  2. Click Ok and the workflow will open ready for editing and saving.

 

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