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