Forms 145/146 Guide
Step-by-step guides for form preparation, bulk processing, portal actions, remittees and supporting documents.
94 answers
What can I do in the Forms 145/146 workspace?
The Forms Dashboard opens the four form lists. Preparation, portal actions, signing and documents are separate stages.
How do I switch to the correct organisation?
Choose the organisation in the dashboard or form-list header before working with its records.
How do I create my first organisation workspace?
When you do not yet have an organisation, the dashboard shows an organisation-creation form instead of the filing lists.
What is the difference between Admin, Editor and Viewer?
The current User Management screen offers Admin and Editor. Viewer is not selectable in this screen.
How do I give a colleague access to our organisation?
An organisation Admin adds an existing registered WrapTax account using its registered email.
What should I have ready before creating my first form?
New Filing normally creates a WrapTax draft record immediately. Have the correct organisation, capacity and transaction details ready.
What information should I send when asking for help?
Use Contact support in the Help Centre header or article footer and include the exact failing step.
How do I create a Form 146?
New Filing creates an empty WrapTax draft and opens the Form 146 editor.
How do I save a draft and continue later?
Save Draft stores the current form in WrapTax. It is different from Save Draft to Portal.
How do I edit an existing form?
Open the saved record in its own form list and check its status before editing.
How do I enter remitter and CA/professional details?
Form 146 has a Remitter PAN Fetch control and a separate Verification section for the accountant and firm details.
Can I fill remittee details by selecting an existing remittee?
Selecting a search result alone does not fill the form. Use Fill details, review the preview, then confirm Fill this form.
Which transaction dates should I check before saving?
Review proposed remittance, deduction and signing dates separately; they serve different fields and checks.
How should I review amounts and calculations in the editor?
Review the entered amount/currency and taxability/TDS fields together, then use the editor's checks.
What are the review suggestions shown in the form?
Soft-review suggestions flag potential calculation or DTAA gaps without blocking saves or uploads by themselves.
Why does DTAA relief show a missing TRC or Form 41/10F warning?
With Documents activated and review suggestions enabled, DTAA relief selected as Yes can trigger TRC/Form 41 checks for payment/deduction dates.
How do I create a similar Form 146 using Clone?
The list's Clone as Draft action copies an existing WrapTax Form 146 into a new local record.
How do I clone a filed form using its acknowledgement number?
Clone by Ack Number in an editor fetches a filed portal form; it is different from cloning a WrapTax list row.
How do I generate a UDIN for Form 146?
The editor supports one UDIN, and the list has a separate Generate UDINs batch action.
How do I map existing UDINs to the Income Tax portal?
Map UDIN is separate from generating a UDIN through ICAI.
Where do I create Parts A, C and D of Form 145?
Each Part has its own list and New Filing action. The Form 145 capacity is shared across its Parts.
How do I prepare Form 145 Part A?
Part A has Tax Year, remitter, remittee, remittance, TDS and Verification sections.
How do I prepare Form 145 Part C?
Part C can fetch and map a filed Form 146 using its acknowledgement number, then collect the remaining Part C inputs.
How do I prepare Form 145 Part D?
Part D has Tax Year, Remitter, Remittee, Remittance and Declaration sections.