If a workflow has not been generated when rolling forward a set of accounts on CCH, follow the below to set up the appropriate workflow manually:


  1. Enter the appropriate accounting year of the client you wish to add a workflow to;
  2. On the Tasks toolbar at the top, click the button labelled Start within the Workflow ribbon (Screenshot 1);
  3. Select the appropriate workflow (31/07/2020 - This is the BAS Compliance Workflow V2), and select Ok