Product guide
Forms 145/146 Guide
Step-by-step guides for form preparation, bulk processing, portal actions, remittees and supporting documents.
6 answers in this section
Lists, reports and record management
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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.
Lists, reports and record management
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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.
Lists, reports and record management
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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.
Lists, reports and record management
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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.
Lists, reports and record management
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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.
Lists, reports and record management
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Can I control the names of downloaded portal PDFs?
The PDF download flow offers filename patterns; available options depend on whether an acknowledgement exists.