Remittee directory
What is the remittee directory?
The directory groups an organisation's saved-form remittee identities and shared evidence. It is separate from the filed form payload.
Navigation: Open Forms 145/146 → Forms Dashboard → Documents → Remittees → open a remittee
How to do it
- Activate Documents through an organisation Admin if the workspace shows a setup prompt.
- Open Documents → Remittees and search by name, PAN or TIN.
- Open a remittee to inspect its identity, coverage, linked Forms and documents.
- Use the editor's separate Fill from remittee directory control when you want its details copied into a draft.
What to expect
Shared evidence can appear on forms bound to that identity without reuploading it for every form.
Important details
- The directory is built/synchronised from saved forms; it is not a portal filing register.
- Editing/merging directory bindings does not silently rewrite saved or filed form data.