Open Workflows, choose the tax type and open the draft. Move through its steps with Next, or select a step in the bar at the top.
Steps
In Payments, decide whether payment tasks are included.
In Review due dates, check each entity's periodicity and the filing due date rule that the task dates are calculated from. If a filing due date is wrong, correct it on the obligation, not in the workflow.
In Review workflow, check every task that will be created, grouped by entity, obligation and period. Each task starts with the assignees from the task settings: colleagues, a team or a role.
To add or change an assignee, open the Assignees cell, choose a colleague or an external adviser and select Save. People only appear if they have access to the entity.
Turn on Show only tasks with missing info to see what's left, such as tasks without an assignee, and fix them.
When the message at the top says you're good to go, select Start workflow.
Until you start it, the workflow stays a draft and nobody sees its tasks.