Remittee directory
How do I review or merge possible duplicate remittees?
Needs review offers pair decisions; a manual merge is available from the remittee detail menu.
Navigation: Open Forms 145/146 → Forms Dashboard → Documents → Needs review; or Remittees → retained identity → More remittee actions
How to do it
- Open Needs review and compare the two displayed identities.
- As Admin, choose Same remittee (A) to merge, Different remittees (R) to keep them separate, or Skip to defer.
- For manual merging, open the identity to keep and choose More remittee actions → Merge another remittee into this one.
- Select Remittee to merge in, verify it, then click Merge.
- Review linked forms/evidence afterward. Excess merge evidence can be inspected through the admin Files history filter.
What to expect
Supported bindings/identifiers/documents are combined and aliases remembered; filed form details are not amended.
Important details
- Merge after checking legal identity, not just spelling.
- Split selected forms into a new remittee is another admin menu action after ticking linked forms; review evidence after splitting.