Bulk workflows
How do I import multiple forms from Excel?
The common wizard has Portal Config, Select Excel, Verify Data and Processing stages. Import to Drafts saves WrapTax records.
Navigation: Open Forms 145/146 → Forms Dashboard → Form 146 / 145 Part A / 145 Part D → Bulk Upload
How to do it
- Click Bulk Upload in the intended list and select Tax Year in Portal Config.
- For portal-profile mode, use the correct extension account; in Form 146 enter/search the remitter PAN and Fetch the profile information.
- If portal credentials are unavailable, use Click here to upload Static Excel, download/fill/upload the static template; the Form 146 Enter Manually button is currently Coming Soon.
- Click Confirm & Continue, upload the transaction workbook in Select Excel, then Preview Mapped Data.
- In Verify Data choose Import to Drafts, review the row preview, click START PORTAL IMPORT and confirm the credit/action dialog.
- After processing, open the created drafts in the list. Save Draft to Portal and DSC signing are separate subsequent actions.
What to expect
Successful rows receive WrapTax Form IDs; item errors are reported. Choosing Download ZIP instead does not create these local draft records.
Important details
- Despite the wizard's portal-oriented wording, its Import to Drafts operation saves local drafts; do not treat it as a successful external filing.
- Do not rerun a partly successful workbook without identifying records already created.