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Document Vault

Open and add Form 146 filings

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.

What this feature does

View Form 146

Filter the saved Form 146 list by client.

Add Form 146

Create a filing and return to the view after it is submitted.

Accountant details

The certificate records the accountant’s name, the firm name, and the accountant’s address.

UDIN on the form

Enter the UDIN. After submission, validate it on the View and Update UDIN page.

How it works

  1. 1 Open the view

    Start from the Form 146 list and filter by client if needed.

  2. 2 Add the certificate

    Create the Form 146 for that client.

  3. 3 Complete accountant details

    Fill the accountant name, firm, and address on the certificate.

  4. 4 Submit and validate UDIN

    Submit the form, then validate the UDIN on View and Update UDIN.

Why it helps your CA firm

Certificates stay listed

Submitted Form 146 filings are opened again from the view.

The accountant is named

Name of the accountant and the firm are on the certificate.

UDIN has a next step

The form itself says the UDIN must be validated after submission.

See Form 146 in your practice

Book a demo on CA Cloud Desk. When you are ready to work in the software, open this feature in Partner Desk.