Forms 145/146 Guide
Step-by-step guides for form preparation, bulk processing, portal actions, remittees and supporting documents.
9 answers in this section
Can I change the storage provider after activation?
WrapTax Storage versus SharePoint is a one-time organisation choice in the current setup.
How much WrapTax document storage is included?
The current purchase-based allowance is 5 MB per paid Form 145/146 credit purchased, with a minimum total allowance of 100 MB.
How do I request a storage increase?
An organisation Admin submits a purchase-based review for activated WrapTax Storage.
Can an organisation with no paid purchase activate storage?
Normal setup requires purchase eligibility, but WrapTax can grant eligibility manually for an approved organisation.
How do I connect SharePoint for document storage?
SharePoint setup connects Microsoft, selects a destination, chooses deletion behaviour and tests access before activation.
How do I choose a SharePoint site and create a subfolder?
Before activation, choose from the sites accessible to the connected account and create/select a folder in the chosen library.
Does the WrapTax storage allowance apply to SharePoint?
SharePoint files use the organisation's Microsoft 365 capacity rather than its WrapTax megabyte allocation.
What should I do if SharePoint is disconnected or unhealthy?
Reconnect restores Microsoft access to the selected destination; disconnecting is not a provider migration.
Will changing organisation or remittee names break document links?
Document identity is not the display name alone. Organisation-name edits retain the existing storage folder.