Getting started
What should I have ready before creating my first form?
New Filing normally creates a WrapTax draft record immediately. Have the correct organisation, capacity and transaction details ready.
Navigation: Open Forms 145/146 → Forms Dashboard → relevant form list → New Filing
How to do it
- Select the organisation and open the required Form 146 or Form 145 Part list.
- Check the Form 145/Form 146 credit balance in the top bar; use Buy Credits for the selected organisation if necessary.
- Gather remitter/remittee identifiers, addresses, dates, bank/remittance details and verification information.
- For portal work, configure the browser extension with CA credentials for Form 146, or remitter credentials for Form 145.
What to expect
You can start a draft and save it in WrapTax before taking the separate portal actions.
Important details
- A blank draft created by New Filing already uses a form-record slot. Do not repeatedly click New Filing to resume the same work.
- For evidence uploads, an organisation Admin must enable a storage provider in Settings first.