How To
Export a Tax Workflow (Legacy)
CCH Personal Tax
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Select File>Maintenance>Central Workflow>Standard Workflows from the menu.
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Highlight the workflow that you want to export by selecting the relevant grid line.
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Click the Export option in the ribbon bar:
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Navigate to the directory where you want to save the workflow.
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Give the work a name and keep the file type as displayed above then click Save.
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