Should I attach a document to the remittee or to a transaction?

Navigation: Open Forms 145/146 → Forms Dashboard → Documents → Upload → Files belong to; or editor → Documents

How to do it

1. For TRC, Form 41/10F, No PE or similar shared evidence, choose a remittee document type.
2. For an invoice, agreement or other form-specific evidence, choose a transaction document type.
3. In Document Center → Upload, choose A remittee or One form, search/select its owner, then Choose files….
4. In a form drawer, use Add in the intended section and verify the owner/type description.

What to expect

The selected category determines whether a file follows the remittee across linked forms or stays with one transaction.

Important details

• Changing a draft's remittee does not move its transaction files to another form.
• Linked Form 146 files displayed in Part C are managed from the Form 146 owner.