This article applies to:

Resolve tasks

Work through every Action Required task in a compliance run by approving, editing, or overriding each one before moving to return review.

A compliance run must be open.

Select the Tasks
tab within the compliance run.

Select an Action Required
task to expand it.

The affected records and CoCounsel's full explanation are displayed.

Review CoCounsel's suggestion and choose one of the following actions:

Select Approve
to accept the suggestion.

Select Edit
or Override
to provide your own correction.

Select View Details
to examine the full context before deciding.

The task moves to Completed
.

Repeat until no Action Required
tasks remain.

When all Action Required tasks are resolved, CoCounsel has finished its automated checks and the return is ready for final review.

Proceed to review and file returns.