Uploading documents to Cleartax

Uploading Invoices as part of Onboarding

Step 1: Select " I have my own data" under bring your data to cleartax for uploading excel data with Invoices and click on Continue

Step 2: Select Govt excel for going ahead with a standard Invoice template or select Custom template if you want to create a mapping for your own excel format. Click on Next. You can download sample standard template from right hand side of screen

Step 3: Select file to be uploaded or drag and drop file

Step 4: Review screen will show count of errors after upload. Click on proceed to review to correct error messages.

Step 5: Correct the error message highlighted directly in grid and click on Save and Next

Step 6: Documents are now succesfully uploaded into cleartax