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Search Indirect Tax Help and Support.

This article applies to:

  • Product: ONESOURCE Indirect Tax,ONESOURCE Sales and Use Tax Compliance

Protocol dashboard

The Protocol Dashboard is the central workspace for:
  • Reviewing and managing tasks (AI and automated actions)
  • Monitoring and finalizing tax returns impacted by the protocol run
  • Auditing activity logs for traceability and compliance

Primary views

The Protocol Dashboard contains 3 primary views:
  1. Tasks
     – actions and decisions taken or proposed by OSU CoCounsel
  2. Returns
     – tax returns impacted by the protocol run, grouped by status
  3. Activity Log
     – chronological record of all agentic actions and customer interventions