Forms 145/146 Guide
Step-by-step guides for form preparation, bulk processing, portal actions, remittees and supporting documents.
10 answers in this section
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.