Forms 145/146 Guide
Step-by-step guides for form preparation, bulk processing, portal actions, remittees and supporting documents.
94 answers
What should I do if SharePoint is disconnected or unhealthy?
Reconnect restores Microsoft access to the selected destination; disconnecting is not a provider migration.
Will changing organisation or remittee names break document links?
Document identity is not the display name alone. Organisation-name edits retain the existing storage folder.
How do I find a form in a long list?
Search the correct organisation and form/Part list instead of treating all forms as one register.
What does Archive do, and can I unarchive a form?
The current Form 146 and Part D lists offer Active/Archived views and archive/unarchive selection actions.
What should I check before deleting a form?
Deleting a form is not always local-only: list flows can also delete a linked portal draft.
Can I reuse a Form 145 as a starting point?
The list clone action creates another local draft; Part D additionally asks for its new remittance date.
How do I export a register or open reports?
These are three different controls: data export, a form-list report, and per-operation batch reports.
Can I control the names of downloaded portal PDFs?
The PDF download flow offers filename patterns; available options depend on whether an acknowledgement exists.
Where do I check available Form 145 and Form 146 credits?
The top bar displays separate available/limit balances for Form 145 and Form 146.
How do I avoid buying credits for the wrong organisation?
The Forms 145/146 Buy Credits control uses the current forms-organisation context.
Are document storage, form credits and AI credits the same thing?
These measure different resources: form capacity/JSON processing, supporting-document storage and optional AI usage.
How do I turn Show form review suggestions on or off?
An organisation Admin controls optional suggestions independently of mandatory validation and storage activation.
Where can an admin review document activity?
The document activity log is server-paginated and separate from form Batch Reports/Submission Log.
How should I use optional AI assistance in a form workflow?
Vidhi AI is an optional Form 146 assistance workflow with review/apply steps; it does not replace professional verification.
Where can I prepare remittee address fields for bulk filing?
Address preparation is a separate file-mapping/detection tool, available only when enabled for the organisation.
How do static profile files help with bulk form preparation?
A static-profile workbook supplies shared portal-style identity/verification fields when profile credentials are unavailable.
Why do Documents buttons say Not active?
Not active means the organisation's document access is disabled. An unactivated storage provider is a separate setup state.
Why does an upload report a file-size verification failure?
Size verification is a post-transfer/provider check, separate from the uploader's 5 MB file-size limit.
Why is Download or Preview disabled for a file?
Readiness, permissions and format/provider preview support control these actions separately.
What should I do when a portal action reports an extension/account problem?
Use the badge's exact connection/account guidance before retrying the action.
What should I do if an action reports insufficient credits?
Identify whether the failed action needs a local form slot or is deducting credits for JSON generation.
Why can I not find a form or its documents?
Check organisation, form Part, filters, record state and document owner before assuming data was lost.