Skip to main content
CCH Software User Documentation

Import a Tax Workflow (Legacy)

Product Help Banner.png


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

  2. Click the Import option in the ribbon bar.


  1. The following warning message will appear:


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


  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.


  • Was this article helpful?