Steps
Open Workflows, choose the tax type and find last year's workflow in the list.
Open its Workflow actions menu and select Rollover. Loctax copies the workflow to the following year.
Select Rollover to confirm.
Open the new workflow, check its scope, tasks and assignees, and start it when it's ready.
What carries over
Your manual edits at task level stay in place.
Manual due dates move to the same day next year.
Relative due dates stay relative, so they follow the new periods.
To start from a copy for the same year instead, use Duplicate.
