Tax Workflow (Legacy)
The Tax Return Bundle window is used to generate the bundle including the Transmittal Letter.
Last update: CCH Personal Tax
Workflow Task List (Legacy)
The document outlines the features and options of the Workflow Task List control, which allows users to view and manage their tasks in a workflow. It includes options to filter tasks by personal or team assignments, display all tasks, and assign tasks to oneself or colleagues. Additional features allow users to generate reports. Users can customize the display of the Workflow Task List on their Home Page.
CCH Personal Tax
Use the Tax Workflow (Legacy) Diagram
This document outlines the steps to view and edit a workflow diagram within a maintenance template. Users are guided to navigate to the Workflow Templates menu, select a specific template, and access the diagram for detailed process steps. After reviewing the steps involved in a chosen process, modifications can be made, followed by saving changes.
CCH Personal Tax
Use Batch Workflow (Legacy)
The document outlines the steps for executing a Batch Update Workflow in a tax-related system. Users are instructed to navigate through file menus to access the Workflow Batch Processing wizard and choose the appropriate steps based on the selected workflow. After defining the action to be performed, users select clients for updates, verify details, and confirm completion of the update process. Key actions include selecting steps, indicating task results, and ensuring successful updates for clients.
CCH Personal Tax
Start a Tax Workflow (Legacy)
The document outlines the process for creating a tax workflow in a legacy system, emphasizing that a tax return must be generated for the client first. It details steps such as starting a workflow from the tax summary screen, selecting the appropriate workflow, and choosing a template within the workflow options. Additionally, it explains how to navigate through the workflow to complete tasks effectively. Visual aids accompany the text to enhance understanding of each step.
CCH Personal Tax
Import a Tax Workflow (Legacy)
The document outlines a step-by-step process for importing a tax workflow. It begins with selecting the import option from the maintenance menu, followed by acknowledging a warning message to proceed. Users are guided to navigate to the workflow file's location and fill in required details such as the workflow name and deadlines. Finally, it instructs to click "Ok" to open the workflow for editing and saving. Visual aids are included to assist with the instructions.
CCH Personal Tax
How to Create a Workflow Report (Legacy)
The Workflow Reporting wizard enables users to create customized reports focusing on workflow tasks, such as deadlines and step statuses. Users must first add the Workflow Task List Home Page control. The wizard guides through report creation, with options to export specific fields to MS Excel. Notably, selecting fields for export restricts report formatting capabilities. The process involves defining the report type, selecting output options, saving the report, and using the Workflow tab for printing and sharing.
CCH Personal Tax
Export a Tax Workflow (Legacy)
This document outlines a step-by-step guide on how to export a standard workflow in a software application. It details the process of accessing the export option, selecting the desired workflow, navigating to the desired save directory, naming the file, and saving it in the appropriate format. Visual aids accompany the instructions to enhance clarity.
CCH Personal Tax
Edit a Tax Workflow (Legacy) Template
The document outlines the process for editing the default Tax Return Completion template within a software system. Users can reorder existing steps, create new ones, and add additional templates. The editing process involves navigating to the Standard Workflows section, selecting the desired template, making changes, and saving the updates.