Use Batch Workflow (Legacy)
Batch Update Workflow
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Select File > Maintenance > Central Workflow > Personal Tax > Batch update workflow. The Workflow Batch Processing wizard appears.
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Click the + icon to reveal the steps associated with the selected workflow. For example, if your using the Tax Return Completion workflow, select Tax Return Review.
Note: The steps associated with the workflow are determined by the template.
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Click Next. Choose the action to perform on the selected step appears. For Tax Return Review task, you would need to indicate whether or not the return was a pass or fail. Select the options that applies for your selected task.
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Click Next. A list of all clients that match the selected action appears.
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Click the Client code check box to select all clients, or individually select the clients you would like to update.
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Verify that the details are correct and then click Next.
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Confirm that the update was successful and then click Finish.