Product guide

Forms 145/146 Guide

Step-by-step guides for form preparation, bulk processing, portal actions, remittees and supporting documents.

8 answers in this section

Credits and organisation settings

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.

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Credits and organisation settings

How do I avoid buying credits for the wrong organisation?

The Forms 145/146 Buy Credits control uses the current forms-organisation context.

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Credits and organisation settings

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.

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Credits and organisation settings

How do I turn Show form review suggestions on or off?

An organisation Admin controls optional suggestions independently of mandatory validation and storage activation.

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Credits and organisation settings

Where can an admin review document activity?

The document activity log is server-paginated and separate from form Batch Reports/Submission Log.

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Credits and organisation settings

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.

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Credits and organisation settings

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.

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Credits and organisation settings

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.

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