Linking own created workflows to the Tax Return Status
We have created our own workflow for completion of ITR - why can we not link the Tax Return Status which was an old legacy system in with the new workflow? Ie on submitting a ITR why can't our created workflow auto update when the status auto updates Accepted by FBI on submission of an ITR?
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This is achievable with automation, please speak to support
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Nick Edgley commented
I agree with this, such a lack of joined up thinking by CCH for a feature that would be extremely useful. In fact being able to create a workflow from tax return status updates for all milestones would be handy.
This was also suggested 18 months ago and no reply or comment by CCH!