Remittee directory
Can I delete a remittee with no forms?
An Admin can delete a zero-form entry, but its shared documents are affected too.
Navigation: Open Forms 145/146 → Forms Dashboard → Documents → Remittees → Coverage: Zero forms → Delete unused remittee
How to do it
- Select the Zero forms coverage filter in Remittees.
- Inspect the entry and any evidence you need to retain.
- Click Delete unused remittee in the list or detail header.
- Read the warning, type the remittee's name and click Delete.
What to expect
The backend rechecks linked forms. Remittee documents are also removed from WrapTax under the deletion/provider policy.
Important details
- Zero forms does not mean zero files; inspect evidence before deletion.
- Automatic cleanup is more conservative and preserves unpurged documents, manual edits and retained history.