Forms 145/146 Guide
Step-by-step guides for form preparation, bulk processing, portal actions, remittees and supporting documents.
16 answers in this section
How do I activate Documents for my organisation?
Document access, eligibility and storage activation are separate checks. Only an organisation Admin can complete setup.
Should I attach a document to the remittee or to a transaction?
Remittee files are shared evidence for an identity; transaction files belong only to the selected form.
How do I upload a file to a form, including a draft?
Use a saved form's drawer to choose the evidence type/owner and watch its file-row progress.
Which files can I upload and what is the per-file limit?
The current uploader accepts listed document formats with a 5 MB limit per file.
Why does the drawer say I have reached a document limit?
Current limits are four transaction documents per form, three non-period remittee documents per remittee, and at most two dated files of the same type covering any one date.
How do validity periods and TRC coverage work?
Coverage uses saved validity dates and the relevant form date. Document Center's TRC watch is a separate current-date view.
Can I cancel an upload?
The row's cross cancels queued, preparing or uploading transfers. Later states have different controls.
Why is my uploaded file still scanning or pending?
Transfer finishes before the provider/security checks. Pending does not mean the same file needs another upload.
What should I do if a file is blocked or its scan fails?
A failed security check blocks the file and can request storage cleanup. This is not the same as an interrupted transfer.
Can I rename an uploaded document?
Rename changes the display name and supported stored filename while retaining its unique attachment ID.
How do I replace or delete a document?
Replace reuses the evidence context. Delete restrictions depend on role and submitted-form/history protection.
How do I preview a document, and why is preview sometimes unavailable?
Use the eye/Preview action for a ready supported file; Download is a separate action.
How do I download one file or a selection as a ZIP?
Supporting-document ZIPs are prepared in the browser using authenticated provider links, separately from portal PDF/receipt ZIPs.
How do I search Documents and reset the search?
Submit with Enter; suggestions begin after at least three characters and the cross resets the applied phrase.
What does Current + retained history mean in the Files tab?
This Admin filter includes evidence retained during a remittee merge when ordinary document limits would be exceeded.
How does an admin manage document types?
Types define owner scope, optional reference labels and validity-period requirements where permitted.