Task types
Each task type in OIC CoCounsel corresponds to a specific issue CoCounsel detected and a recommended action to resolve it, though the exact list varies by configuration.
The exact task list depends on the country, entity, output type, data source, connector configuration, and workflow steps enabled for the compliance run.
Task type | What CoCounsel detected | Recommended action |
|---|---|---|
Data quality | Import data contains malformed dates, blank required fields, invalid values, duplicate records, or rows that don’t match the expected format. | Review the affected records. Correct the source/import data if required or confirm CoCounsel's automatic correction where necessary.
note
Data quality issues on entity and reporting date are not covered within OIC CoCounsel. |
Unmapped Tax Code | One or more transactions don’t have a tax code assigned. | Review CoCounsel's suggested tax code based on similar entries, tax rate, and transaction context. Approve the suggestion if correct or override with the necessary tax code. |
GL Reconciliation | Return totals, transaction values, or balances don’t reconcile with the general ledger or configured reconciliation source. | Review the highlighted variance, investigate the source of the difference, and apply a correction or explanation if required. |
E-invoicing Reconciliation — Missing in VAT | An e-invoice record exists in the connected e-invoicing source, but the corresponding transaction is not found in VAT/OIC return data. | Review the unmatched e-invoice record. Confirm whether the VAT data needs to be imported, corrected, or explained. |
E-invoicing Reconciliation — Missing in e-invoice source | A VAT/OIC transaction exists, but the corresponding e-invoice record is not found in the connected e-invoicing source. | Review the VAT/OIC transaction and confirm whether the e-invoice data is missing, delayed, not applicable, or requires follow-up. |
E-invoicing Reconciliation — Amount mismatch | Matched VAT/OIC and e-invoice records show differences in net amount, tax amount, gross amount, or tax rate. | Compare the matched records, identify the source of the variance, and correct or document the difference. |
E-invoicing Reconciliation — Period mismatch | Matched VAT/OIC and e-invoice records fall into different invoice dates, reporting dates, or reporting periods. | Review the dates and reporting period assignment. Correct the transaction period if needed, or document why the difference is valid. |
Tax-only transaction | A transaction contains a tax amount but no net amount, based on configured exception report logic. | Review the transaction and confirm whether it is valid, requires correction, or should be included as an exception. |
Zero-value tax | A transaction has zero tax where tax may be expected based on the transaction context or configured exception rules. | Review the transaction and confirm whether zero tax is valid, or update the transaction if tax has been omitted incorrectly. |
Gross amount issue | The gross amount doesn’t align with net and tax values, or appears inconsistent based on configured exception logic. | Review the amount calculation and correct the source data if needed, or confirm the exception. |
Invoice-date mismatch | Invoice date, transaction date, or reporting date doesn’t align with the expected reporting period. | Review the dates and determine whether the transaction should remain in the period or be corrected. |
Duplicate invoice | Duplicate invoice IDs, duplicate transaction lines, or repeated records are detected in the source data or exception reporting output. | Review the duplicate records and determine whether they are true duplicates or valid repeated entries. Correct the source data if needed. |
Automated box number report | CoCounsel generates box number outputs or identifies box number-related issues for review. | Review the report output and confirm whether the box allocation is correct. |
Return error summarisation | Return load or preparation produces aggregation, formatting, validation, or calculation errors that CoCounsel summarises for review. | Open the summary, review the underlying return errors, and resolve the issue before final review or filing. |
Tax ID — VAT/GST ID format check | A VAT or GST registration number doesn’t match the expected format for the relevant jurisdiction. | Correct the ID, approve a suggested correction if available, or confirm that the value should remain unchanged. |
Tax ID — VIES validation | For supported EU jurisdictions, a VAT ID fails or can't complete VIES validation. | Review the validation result, correct the VAT ID if needed, or decide whether the transaction can continue based on your organisation's process. |
Tax ID — ABN validation | For Australia, an ABN fails validation or doesn’t match the expected format. | Review and correct the ABN, or confirm the exception if the value is intentionally retained. |
RO VAT prefill | Romania VAT prefill data is available through the configured source and is ready to load, compare, or review against OIC return values. | Review the prefill output, compare it with OIC return boxes, and resolve any warnings or differences before final review. |
note
Some tasks require review in the Action Required list, while others may appear in Completed as part of the audit trail.