Remittee directory
What happens if I correct a remittee name in a draft?
Saving a changed draft synchronises its directory binding; the previous spelling need not remain a separate remittee.
Navigation: Open Forms 145/146 → Forms Dashboard → form editor → remittee section → Save Draft → Documents
How to do it
- Reopen the same Form ID instead of clicking New Filing again.
- Correct the name and available identifiers/country, then Save Draft.
- Open Documents and confirm the remittee shown for the form.
- Use Not this remittee? in the drawer if its binding still needs an explicit correction.
What to expect
Existing compatible identities are checked before another record is created. Safe automatically collected entries with no remaining bindings/evidence can be cleaned up.
Important details
- Automatic cleanup preserves evidence, pinned/manual changes, confirmed identifiers and review/merge history; zero forms is not unconditional deletion.
- Shared remittee files follow the binding. Transaction files stay with the form when its recipient changes.