Bulk workflows
How do I generate Part C JSON without portal credentials?
Part C static mode uses a static-profile workbook plus a Part C transaction workbook and only generates a JSON ZIP.
Navigation: Open Forms 145/146 → Forms Dashboard → 145 Part C → Bulk Import → Click here to upload via Static ZIP
How to do it
- Open Bulk Import and click Click here to upload via Static ZIP.
- Select Tax Year, download/fill the static profile template and use Upload Static File.
- Download/fill the Part C Excel template, then use Upload Part C Excel after the static profile is accepted.
- Resolve the profile/data validation messages and review the credit/action confirmation.
- Run the static JSON ZIP generation action and inspect the generated-item results before manually uploading JSON through the portal.
What to expect
Static mode generates JSON files; it does not offer Import & Save or automatically file the records.
Important details
- Do not use the visible portal acknowledgement-input instructions as a substitute for the static transaction workbook.
- Shared remitter, CA, signee and verification fields come from your uploaded profile, so verify them carefully.