Forms 145/146 Guide
Step-by-step guides for form preparation, bulk processing, portal actions, remittees and supporting documents.
7 answers in this section
What can I do in the Forms 145/146 workspace?
The Forms Dashboard opens the four form lists. Preparation, portal actions, signing and documents are separate stages.
How do I switch to the correct organisation?
Choose the organisation in the dashboard or form-list header before working with its records.
How do I create my first organisation workspace?
When you do not yet have an organisation, the dashboard shows an organisation-creation form instead of the filing lists.
What is the difference between Admin, Editor and Viewer?
The current User Management screen offers Admin and Editor. Viewer is not selectable in this screen.
How do I give a colleague access to our organisation?
An organisation Admin adds an existing registered WrapTax account using its registered email.
What should I have ready before creating my first form?
New Filing normally creates a WrapTax draft record immediately. Have the correct organisation, capacity and transaction details ready.
What information should I send when asking for help?
Use Contact support in the Help Centre header or article footer and include the exact failing step.