Supporting documents

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.

Navigation: Open Forms 145/146 → Forms Dashboard → Documents → Files / Remittees / Transactions → select rows → Download

How to do it

  1. For one file, click its Download icon in a drawer or Files tab.
  2. For a ZIP, select files in Files, or owners/forms in Remittees/Transactions, and use the selection Download action.
  3. Choose a destination if a local save picker appears and keep the tab open.
  4. Read progress/errors and narrow a selection if the browser reports a batch limit.

What to expect

The backend authorises the selection and supplies metadata/temporary links; provider bytes are downloaded and normal document archives assembled in the browser.

Important details

  • Do not share signed links as permanent public links.
  • Check the archive result; selected owners/forms can include shared evidence and not every history/blocked file is downloadable.

Still need help?

Tell us the form type, step and error message. Mask PANs, TINs, credentials and client information before sharing an example.

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