Bulk workflows
How do I use the portal source when importing Part C?
Part C Bulk Import takes filed Form 146 acknowledgements, not the common Excel wizard's transaction file.
Navigation: Open Forms 145/146 → Forms Dashboard → 145 Part C → Bulk Import → portal mode
How to do it
- Connect the extension with the correct remitter PAN account and open Bulk Import in 145 Part C.
- Confirm the resolved IP Address for Import / JSON and enter Verification Place.
- Paste Form 146 Acknowledgement Numbers one per line, or separated by commas/semicolons.
- Choose Import & Save to create WrapTax Part C drafts, or Download ZIP to generate JSON without saving local forms.
- Review the credit confirmation, execute the chosen action and inspect each acknowledgement's result.
What to expect
The source Form 146 is fetched and mapped into Part C. Import & Save produces local drafts; Download ZIP produces a browser download.
Important details
- The connected portal account must match the fetched form's remitter PAN; another remitter's acknowledgement is safety-blocked.
- A local import or JSON download does not submit/sign Part C on the portal.