Learn how to add a return workflow step in VAT Filing.

1. Go to Settings > Return Workflow.
2. Click Add Step.
   Tip:

   The new workflow step appears on the table as step 0.

3. Double-click to enter the name of the new workflow.
4. Double-click Days due before filing deadline to select a different value.
   Note:

   You'll get an error message if the preceding step has a lower number of days than the following one.

5. Click Update.

Learn how change the order of the return workflow steps in VAT Filing.

1. Go to Settings > Return Workflow.
2. To move a step up or down, select the checkbox next to the steps you want to move.
3. Click the arrows to move the workflow steps up or down in the list.
4. After you're done editing the workflow, click Update.

Learn how edit one or more fields from a return workflow step in VAT Filing.

1. Go to Settings > Return Workflow.
2. Double-click one these fields:

   Name

   The name of the workflow.

   Days due before filing deadline

   The number of days available for each step within the workflow.

   Default Assignee

   The person to which the return should be assigned by default in a given step.

   Require comments when marking this step as "Done"

   Selecting this option makes adding comments required when marking a step as "Done".

3. After you're done editing the fields, click Update.
   Important:

   When editing the Days due before filing deadline field, you'll get an error message if the preceding step has a lower number of days than the following one.

Learn how delete return workflow steps in VAT Filing.

1. Go to Settings > Return Workflow.
2. Select one or more steps, or select all steps using the checkbox at the top.
3. Click the Delete icon.
4. Click Update to save the changes.