Portal, signing and output

What can I do in Portal Drafts?

Portal Drafts displays external temporary drafts and whether WrapTax already links to them.

Navigation: Open Forms 145/146 → Forms Dashboard → relevant form list → Portal Drafts

How to do it

  1. Connect the correct account and click the Portal Drafts icon in the list header.
  2. Wait for the external drafts to load and inspect each temporary acknowledgement and Linked to WrapTax marker.
  3. Use the allowed draft-management controls. Unlinked drafts can expose Delete Portal Draft/Delete; some Form 145 managers also offer Download PDF for a recognised linked Part.
  4. Close the portal manager and return to the saved form editor for normal editing/signing.

What to expect

The manager helps inspect external drafts; opening it is not an automatic import into WrapTax.

Important details

  • Do not delete an unfamiliar external draft just because it is unlinked.
  • Clone by Ack Number concerns a filed acknowledgement, while this manager lists temporary portal drafts.

Still need help?

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