---
description: Uploading Invoices as part of Onboarding
---

# Uploading documents to Cleartax

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

![](https://3997047618-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MWiYz7-ekYFhiNJ4j84%2F-MYheWL0lwHaQ5dO1jeC%2F-MYhhS2Klw-Vi5wL0P0G%2Fimage.png?alt=media\&token=fadb505a-b0d1-40cf-8f86-093c4af82c18)

### 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

![](https://3997047618-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MWiYz7-ekYFhiNJ4j84%2F-MYhhX4ZD5cizYPFThRP%2F-MYhmys0AWMdsxMEvdsy%2Fimage.png?alt=media\&token=9625bd06-f5e8-41b2-b288-a26f1a467e7c)

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

![](https://3997047618-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MWiYz7-ekYFhiNJ4j84%2F-MYhhX4ZD5cizYPFThRP%2F-MYhnWY8v05xBIaTz6y7%2Fimage.png?alt=media\&token=4d6f1d45-a62f-4c44-97c8-e0c8f6115f48)

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

![](https://3997047618-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MWiYz7-ekYFhiNJ4j84%2F-MYhhX4ZD5cizYPFThRP%2F-MYhpDEctXsuBOa3P0gW%2Fimage.png?alt=media\&token=7051792e-8442-4a08-ab04-d7bce83b2697)

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

![](https://3997047618-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MWiYz7-ekYFhiNJ4j84%2F-MYhpRI3sb1icpmtvt6l%2F-MYhpcinpEgmO5_5CZAS%2Fimage.png?alt=media\&token=f159d211-1966-4b85-8ac3-470d65e68ece)

### Step 6: Documents are now succesfully uploaded into cleartax

![](https://3997047618-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MWiYz7-ekYFhiNJ4j84%2F-MYhpRI3sb1icpmtvt6l%2F-MYhpz9d8kO9gVXSBPqr%2Fimage.png?alt=media\&token=61cf7ad9-ea4d-4aee-af3d-7153a66c7afc)
