Upload Documents
Learn how to upload invoices to ClearTax

Guide to upload 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

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.

Step 3: Select file

Choose a file to be uploaded or drag and drop file

Step 4: Review Errors

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

Step 5: Correct Errors

Review and correct the error messages highlighted directly in grid and click on "Save and Next"
Your documents are now successfully uploaded into ClearTax

Feedback

Last modified 4mo ago