> For the complete documentation index, see [llms.txt](https://docs.cleartax.in/product-help-and-support/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cleartax.in/product-help-and-support/clear-finance-cloud/cleare-invoicing/get-started-with-cleare-invoicing/account-setup/upload-documents.md).

# Upload Documents

## Guide to upload documents to ClearTax

### Step 1: Select "I have my own data"&#x20;

Under bring your data to ClearTax for uploading excel data with Invoices and click on Continue

![](/files/-M_4tHmtJ3smsOj2Di5K)

### Step 2: Select excel format

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.

![](/files/-M_4tY7Unc5ycsDK3DVa)

### Step 3: Select file&#x20;

Choose a file to be uploaded or drag and drop file

![](/files/-M_4tyQkPYRJeXmNSnjl)

### Step 4: Review Errors

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

![](/files/-M_4u8DInk2EdXoOZJRp)

### Step 5: Correct Errors

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

![](/files/-M_4uLH2bmyoL4OkX9Rt)

{% hint style="success" %}
Your documents are now successfully uploaded into ClearTax
{% endhint %}

![](/files/-M_4umOAHEgyJiJFUlZE)

## Feedback

{% embed url="<https://docs.google.com/forms/d/e/1FAIpQLSdRIITthCEouHmXIUKEjmGpi_pTTRLKBfXhvu_LTubABfKBEA/viewform?usp=pp_url&entry.571883827=Upload+Documents>" %}
