Supporting documents
How do I search Documents and reset the search?
Submit with Enter; suggestions begin after at least three characters and the cross resets the applied phrase.
Navigation: Open Forms 145/146 → Forms Dashboard → Documents → Remittees / Transactions / Files → search field
How to do it
- Choose the tab: Remittees searches name/PAN/TIN; Transactions searches remitter/remittee/acknowledgement; Files searches filename or TRC/Ack reference.
- Type the phrase and use a relevant suggestion if offered after three characters.
- Press Enter to apply it alongside the current tab filters.
- Use the cross/reset and clear separate filters when broadening the result.
What to expect
Matching records are server-paged within the selected organisation and tab.
Important details
- Transactions contains non-archived forms only.
- Resetting a search does not remove every other filter or the archived-form restriction.