Upload Documents
Learn how to upload invoices to ClearTax
Under bring your data to ClearTax for uploading excel data with Invoices and click on Continue

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. You can also download sample standard template from the right hand side of the screen.

Choose a file to be uploaded or drag and drop file

The review screen will show the count of errors after upload. Click on proceed to review to correct error messages

Review and correct the error messages highlighted directly in grid and click on "Save and Next"

Your documents are now successfully uploaded into ClearTax

Last modified 1yr ago