Bulk workflows

Why does a bulk action ask for shared details before starting?

Portal-upload confirmations can apply shared verification details across the selected records.

Navigation: Open Forms 145/146 → Forms Dashboard → relevant form list → select records → Save Draft to Portal

How to do it

  1. Select only the records intended for that account and shared metadata.
  2. Click Save Draft to Portal and read Confirm Batch Upload (Form 146) or the corresponding Part confirmation rather than treating it as an informational popup.
  3. Check the displayed verification date/place/IP or other fields for this batch; split the selection if they should differ.
  4. Confirm the operation and inspect each row's result afterward.

What to expect

The workflow uses the metadata confirmed in that action's dialog for the selected records.

Important details

  • An Excel wizard's common profile, a Part C acknowledgement-import confirmation and a portal-upload confirmation are different dialogs.
  • Resolve account/CA/remitter mismatches before confirming; changing a common value just to bypass a warning can affect the entire batch.

Still need help?

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

Contact WrapTax support