Preparing Form 145

Can I see linked Form 146 documents from Part C?

Part C links documents by its Certificate Number (146 Ack), matched to a saved Form 146 acknowledgement in the same organisation.

Navigation: Open Forms 145/146 → Forms Dashboard → 145 Part C → saved Part C → Documents → Linked Form 146

How to do it

  1. Open the saved Part C editor and verify 24. Certificate Number (146 Ack).
  2. Save the Part C record, then open Documents from its header or Docs cell in the list.
  3. Inspect Linked Form 146 in the drawer; use Open form to go to the matched Form 146.
  4. Manage the linked Form 146 files from that Form 146's drawer. Shared remittee files already shown in Part C are not repeated.

What to expect

Exactly one matching saved Form 146 creates the link. No match and multiple matches are explicitly reported.

Important details

  • The link is organisation-scoped and acknowledgement-based; similar remittee names are not a substitute.
  • A successful portal Fetch & Fill does not by itself create a saved Form 146 in WrapTax, so its document link may still be missing.

Still need help?

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