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.

Navigation: Open Forms 145/146 → Forms Dashboard → form-list header → Prepare remittee addresses icon

How to do it

  1. Open a supported form list and click the location icon with tooltip Prepare remittee addresses for bulk filing.
  2. Choose the source file and worksheet as offered, then map Select address columns (multiple).
  3. Choose an optional existing/default country and click Detect address fields.
  4. Review detected rows, including Review/Blocked statuses and repeated/truncated values; use Review detected fields to correct them.
  5. Use Export prepared file and map its reviewed values into the intended bulk workbook.

What to expect

The tool prepares address output fields; it does not submit a form or update every existing remittee automatically.

Important details

  • If the icon is absent, the organisation's address-preparation feature may not be enabled.
  • Review the original address against every generated row before filing.

Still need help?

Tell us the form type, step and error message. Mask PANs, TINs, credentials and client information before sharing an example.

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