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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

Complete the filing workflow

Follow this recurring sequence each filing period to move a return from the Dashboard to Filed status, resolving CoCounsel's automated tasks and approving the result along the way.
  1. Go to
    OIC CoCounsel
    Dashboard
    .
  2. Select the Period and Year on the Dashboard.
  3. Select a highlighted country on the map, or select it from Table view.
  4. In the Entities panel, select
    View runs
     next to your entity. Filter by status if helpful.
  5. Select
    VAT returns
     as the output type.
    The compliance run summary appears.
  6. Go to the
    Tasks
     tab. Work through every
    Action Required
     task — approve, edit, or override each one.
  7. Go to the
    Returns
     tab.
  8. Open each
    Ready to Review
     return, check all details, and mark it
    Ready to File
    .
  9. Submit returns via OIC's e-filing (where supported) or download and file manually. Update each status to
    Filed
    .
  10. Return to the Dashboard and repeat from step 3 for each remaining entity or country in the period.