Product guide
Forms 145/146 Guide
Step-by-step guides for form preparation, bulk processing, portal actions, remittees and supporting documents.
5 answers in this section
Remittee directory
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What is the remittee directory?
The directory groups an organisation's saved-form remittee identities and shared evidence. It is separate from the filed form payload.
Remittee directory
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Can two remittees have the same name?
A name is not a unique entity key. Compatible incomplete records can be enriched; conflicting identifiers must not be combined automatically.
Remittee directory
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What happens if I correct a remittee name in a draft?
Saving a changed draft synchronises its directory binding; the previous spelling need not remain a separate remittee.
Remittee directory
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How do I review or merge possible duplicate remittees?
Needs review offers pair decisions; a manual merge is available from the remittee detail menu.
Remittee directory
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Can I delete a remittee with no forms?
An Admin can delete a zero-form entry, but its shared documents are affected too.