Forms 145/146 Guide
Step-by-step guides for form preparation, bulk processing, portal actions, remittees and supporting documents.
94 answers
Can I see linked Form 146 documents from Part C?
Part C links documents by its Certificate Number (146 Ack), matched to a saved Form 146 acknowledgement in the same organisation.
Where do I get the current Excel bulk template?
Use the template for the selected form type; Part C and multi-remitter Form 146 have their own template paths.
How should I prepare an Excel file for bulk import?
Use the downloaded workbook's instructions and preserve the required sheets/columns, rather than assuming every import is a flat one-sheet file.
How do I import multiple forms from Excel?
The common wizard has Portal Config, Select Excel, Verify Data and Processing stages. Import to Drafts saves WrapTax records.
How do I use the portal source when importing Part C?
Part C Bulk Import takes filed Form 146 acknowledgements, not the common Excel wizard's transaction file.
How do I generate Part C JSON without portal credentials?
Part C static mode uses a static-profile workbook plus a Part C transaction workbook and only generates a JSON ZIP.
How do I prepare a Form 146 batch for multiple remitters?
The Form 146 multi-remitter path uses a dedicated workbook with a Remitter PAN column and a per-remitter review stage.
How do I choose records for a bulk action?
Tick records in a form list to reveal its action bar beneath the table.
How do I review failures in a bulk validation or upload?
Use the per-item outcome, not just the overall batch-completed notification.
What does the Bulk Activity widget show?
Your bulk activity summarises runs for the selected organisation; detailed results are in each form list's Batch Reports.
Why does a bulk action ask for shared details before starting?
Portal-upload confirmations can apply shared verification details across the selected records.
What do I need before using portal actions?
Portal actions use the connected extension account. Form 146 requires CA credentials; Form 145 requires remitter credentials.
How do I generate JSON files for manual portal upload?
The current JSON workflow is the bulk generator, not a universal Download JSON button in every editor.
How is Validate from Portal different from Validate in the editor?
Validate in an editor checks local fields. Validate from Portal fetches filed forms by acknowledgement and compares selected saved values.
How do I save selected forms as portal drafts?
Use Save Draft to Portal after the records exist in WrapTax; final DSC submission is separate.
How do I submit a prepared form with DSC?
Create the portal draft first, then choose the DSC token and certificate for final signing.
How do I download draft/filed PDFs or filing receipts?
Portal PDFs/receipts are separate from supporting documents. The available actions vary by form list and status.
What do Draft, JSON Downloaded and Submitted mean?
Local form status, portal temporary IDs, final acknowledgements and document scan status describe different things.
How do portal draft deletion and withdrawal differ?
Delete Portal Draft removes an eligible external draft. Withdraw acts on submitted forms and is not local-record deletion.
What can I do in Portal Drafts?
Portal Drafts displays external temporary drafts and whether WrapTax already links to them.
What is the remittee directory?
The directory groups an organisation's saved-form remittee identities and shared evidence. It is separate from the filed form payload.
Can two remittees have the same name?
A name is not a unique entity key. Compatible incomplete records can be enriched; conflicting identifiers must not be combined automatically.
What happens if I correct a remittee name in a draft?
Saving a changed draft synchronises its directory binding; the previous spelling need not remain a separate remittee.
How do I review or merge possible duplicate remittees?
Needs review offers pair decisions; a manual merge is available from the remittee detail menu.