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CoCounsel for ONESOURCE Indirect Tax Compliance
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This article applies to:

  • Product: ONESOURCE Indirect Tax Compliance
  • Subject: AI

CoCounsel tasks

CoCounsel communicates with you through tasks — generated whenever it detects an issue, applies an automated fix, or needs a decision from you.
Open the
Tasks
 tab within a compliance run to view all current tasks.

Task categories

Action Required
Tasks that need your review or a decision before the return can progress.
Completed
Resolved tasks — either by CoCounsel automatically or by you. Kept as a permanent log.

Anatomy of an Action Required task

Each
Action Required
 task displays:
  • Task type and description
     — what was detected and what CoCounsel has done or suggests (for example, “Unmapped Tax Code — 5 transactions without a tax code; CoCounsel suggests code 'STD' based on similar entries”).
  • Recommended action
     — the next step you should consider.
  • Action buttons
     —
    Approve
     (accept the suggestion),
    Edit / Override
     (make your own correction), or
    View Details
     (examine the full context).
tip
When all Action Required tasks are resolved, CoCounsel has finished its automated checks. The return is ready for your final review.