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CCH Software User Documentation

Edit a Tax Workflow (Legacy) Template

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You can edit the default Tax Return Completion template in so far as the steps can be re-ordered and new steps can be created. You can also add additional templates.

Edit Template

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

  2. Click the name of the template to open.

  3. Make any changes and click Save and Close when done.

 

 

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