Getting started

What can I do in the Forms 145/146 workspace?

The Forms Dashboard opens the four form lists. Preparation, portal actions, signing and documents are separate stages.

Navigation: Open Forms 145/146 → Forms Dashboard

How to do it

  1. Use Open Forms 145/146 in this Help Centre header to open the Forms Dashboard.
  2. Select your organisation using the selector in the dashboard header.
  3. Open the Form 146, Form 145 - Part A, Form 145 - Part C or Form 145 - Part D card. The left sidebar also has these lists.
  4. Use New Filing in a list for one form, Bulk Upload/Bulk Import for a batch, and Documents for supporting evidence.

What to expect

Each list and editor operates within the selected organisation. The dashboard also contains Documents and Your bulk activity.

Important details

  • Save Draft saves in WrapTax. Save Draft to Portal creates or updates a portal draft; Submit with DSC is a later action.
  • These instructions describe using the software, not deciding which form or tax treatment applies.

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