Portal, signing and output
How do I save selected forms as portal drafts?
Use Save Draft to Portal after the records exist in WrapTax; final DSC submission is separate.
Navigation: Open Forms 145/146 → Forms Dashboard → relevant form list → select drafts → Save Draft to Portal
How to do it
- Connect the extension to the correct CA/remitter account and select the intended local drafts in their list.
- Click Save Draft to Portal in the selection bar.
- Review Confirm Batch Upload (Form 146) or the corresponding Part confirmation and its shared metadata; resolve account/identity mismatches before confirming.
- Inspect each upload result and the portal temporary acknowledgement/draft reference.
- Use Submit with DSC only when you intend to sign and submit the resulting portal drafts.
What to expect
Successful upload creates/updates an external draft. It is not the same as a filed Submitted status with a final acknowledgement.
Important details
- The single-form editor has its own Save Draft to Portal and later update action.
- Import to Drafts in the Excel wizard creates local records first; it is not a substitute for this list portal-upload action.