Forms 145/146 Guide
Step-by-step guides for form preparation, bulk processing, portal actions, remittees and supporting documents.
9 answers in this section
What do I need before using portal actions?
Portal actions use the connected extension account. Form 146 requires CA credentials; Form 145 requires remitter credentials.
How do I generate JSON files for manual portal upload?
The current JSON workflow is the bulk generator, not a universal Download JSON button in every editor.
How is Validate from Portal different from Validate in the editor?
Validate in an editor checks local fields. Validate from Portal fetches filed forms by acknowledgement and compares selected saved values.
How do I save selected forms as portal drafts?
Use Save Draft to Portal after the records exist in WrapTax; final DSC submission is separate.
How do I submit a prepared form with DSC?
Create the portal draft first, then choose the DSC token and certificate for final signing.
How do I download draft/filed PDFs or filing receipts?
Portal PDFs/receipts are separate from supporting documents. The available actions vary by form list and status.
What do Draft, JSON Downloaded and Submitted mean?
Local form status, portal temporary IDs, final acknowledgements and document scan status describe different things.
How do portal draft deletion and withdrawal differ?
Delete Portal Draft removes an eligible external draft. Withdraw acts on submitted forms and is not local-record deletion.
What can I do in Portal Drafts?
Portal Drafts displays external temporary drafts and whether WrapTax already links to them.