View Form 146
Filter the saved Form 146 list by client.
Document Vault
View Form 146 filings in Document Vault or add one for a client. The certificate includes accountant details and a UDIN field that must be validated on View and Update UDIN after submission.
Filter the saved Form 146 list by client.
Create a filing and return to the view after it is submitted.
The certificate records the accountant’s name, the firm name, and the accountant’s address.
Enter the UDIN. After submission, validate it on the View and Update UDIN page.
Start from the Form 146 list and filter by client if needed.
Create the Form 146 for that client.
Fill the accountant name, firm, and address on the certificate.
Submit the form, then validate the UDIN on View and Update UDIN.
Submitted Form 146 filings are opened again from the view.
Name of the accountant and the firm are on the certificate.
The form itself says the UDIN must be validated after submission.
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