Supporting documents
How do validity periods and TRC coverage work?
Coverage uses saved validity dates and the relevant form date. Document Center's TRC watch is a separate current-date view.
Navigation: Open Forms 145/146 → Forms Dashboard → Documents → file More actions → Edit period / details
How to do it
- Enter Valid from and Valid to when uploading a dated remittee type.
- Use FY/calendar presets only when they match the certificate.
- Use Edit period / details to correct metadata, or Add next period for a new certificate.
- Review the form drawer's date-specific coverage; use TRC lapsed/expiring filters for current monitoring.
What to expect
Evidence for different periods can be retained without treating every TRC as current for every form.
Important details
- Filename-derived period guesses must be checked against the source.
- At most two documents of the same dated type can cover any one date; there is no overall cap across years. A single validity period can be at most five years. Do not invent dates to bypass a conflict.