Preparing Form 146
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.
Navigation: Open Forms 145/146 → Forms Dashboard → Form 146 List → row actions → Clone as Draft
How to do it
- Find the source record and click its Clone as Draft icon.
- In Clone Form 146, enter Proposed Date of Remittance and, when applicable, Date of Deduction.
- Choose a proposed date no earlier than today and a deduction date no later than today, then confirm Clone as Draft.
- Review the new draft's parties, amounts, dates and documents, then Save Draft.
What to expect
A new Form ID opens in the editor. The source record is separate, and the organisation's available Form 146 capacity is checked.
Important details
- This is different from Clone by Ack Number inside the editor, which fetches a filed portal form.
- Review transaction-specific attachments on the new draft; shared remittee evidence follows its directory binding.