Product Help and Support
What's newVideo tutorialsFAQsContact support
  • Product Guides
  • Clear Finance Cloud
    • 📢Release Notes - Clear Finance Cloud
    • GST Compliance
      • GSTR-1 Filing
      • GSTR-3B Filing
      • GSTR-6 Filing
      • GSTR-7 Filing
      • GSTR-8 Filing
      • ITC-04 Filing
      • GSTR-9 Filing
      • GSTR-9C Filing
      • GSTR-1 vs SR Recon
      • GSTR-2B vs PR Recon
      • Ewb vs G1 Recon
    • E-Invoicing
      • ClearE-Invoicing Video Tutorials
      • Authorising Clear to generate IRN
      • Get started with ClearE-Invoicing
        • Account Setup
          • Create an account
          • Register Defmacro as GSP
          • Set up Business Unit
          • Upload Documents
          • Generate IRN
        • Quick Start Guide
          • Add new members to account
          • Add additional GSTINs/Branches
          • Add NIC Credentials
          • Add UPI ID for B2C QR Code
      • E-Invoicing
        • Upload Data
          • User Guides
            • Upload E-Inv Data - Government Template
            • Upload E-Inv Data - Custom Template
          • FAQs
        • E-Invoice Generation
          • User Guides
          • FAQs
        • E-invoice Cancellation
          • User Guide
          • FAQs
        • E-Invoice Printing
          • User guides
          • FAQs
        • Downloading e-invoices
        • E-Invoice Email
        • Import History
        • E-Inv Vs Sales Reconciliation
        • B2C QR Code
          • FAQs
      • E-Way Bills
        • Eway bill data upload
          • User guides
            • IRN based Eway bill (B2B)
            • Unified template to generate E-way bill for any document type
        • E-Way Bill Generation
        • Multi-Vehicle E-way Bill
        • Consolidated E-Way Bill
        • Update Transporter of E-way bills
        • Printing an E-Way Bill
        • Extend the validity of an e-Way bill
        • Filter by Blank Transporter ID or Vehicle Number
      • Filtering expiring e-Way bills
      • Settings/Configurations
        • ClearIRP API credentials
          • How do I register my GSTIN on ClearIRP from Clear eInvoicing?
          • How do I create API creds if my GSTIN is already registered?
          • I have already created API credentials for my GSTIN, how do I add them?
          • FAQs
        • NIC Credentials
        • Integration Settings
        • E-Way Bill Settings
        • Import Settings
        • Email Settings
        • Business Settings
        • Contact Master
        • User Roles
        • Copy of User Roles
      • E-Invoice & E-way bill error resolution
      • Tally Connector for E-Invoicing
        • Installation
        • User Manual
      • Help
      • FAQs
      • What's new in ClearE-Invoicing
    • ClearID
  • For Enteprises
    • ClearGST
      • ClearGST Video Tutorials
      • Get started with ClearGST
        • Account Setup
          • Add new members to business
          • Install ClearTax Assistant
        • Quick Start Guide
          • Filing Dashboard
          • GSTIN Verification
          • Collect GSTIN of customers
          • Import Data
      • Generate Reports
        • Comparison Reports
          • GSTR-3B vs 1 Comparison Report
          • GSTR-3B Vs 2A Comparison Report
        • Purchase and 2A/2B/6A/4A Reports
          • Multi-month GSTR-2A Report
          • Multi-month GSTR-2B Report
          • GSTR-4A Report
          • Supplier Compliance Reports
        • Sales and G1
          • Rate wise Sales Summary Report
          • Sales HSN Summary Report
          • GSTR-1 Rate wise Summary Report
          • GSTR-1 HSN Summary Report
        • PAN Level Reports
          • PAN Level Multi-Month GSTR-2B Report
        • ITC Cash Ledger Reports
          • Cash Ledger Reports
          • ITC Ledger Reports
        • Tax Saving Reports
          • GSTR 3B vs 1 vs Books Report
          • GSTR 3B vs 2B vs Books Report
        • Filed Reports
      • Reconciliation
        • GSTR-1 vs Sales Register Matching
        • GSTR-2A Vs PR GSTIN Matching
        • GSTR-2A Vs PR PAN Matching
        • GSTR-2B Vs PR GSTIN Matching
        • GSTR-1 Vs E-Way Bill Matching
        • GSTR-9 (Table-8A) Vs PR Matching
      • File Returns
        • GSTR-1
        • GSTR-3B
        • GSTR-4
        • GSTR 6
        • GSTR-9
        • GSTR-9C
      • Tally Connector for GST
        • Prerequisites to Configure Tally for GST
        • Configuring Tally for GST
        • User Manual for GST Tally Connector
        • Common Tally Errors and Resolution
          • Connection issues with Tally
            • Firewall issues for Tally Connector
          • Errors in data imported via Tally
            • Mismatch in Total CGST Value
            • Mismatch in Reverse Charge
            • Mismatch in Export Type
            • Length of Import Bill of Entry Number
            • Invalid receiver GSTIN
            • Mismatch in Seller GSTIN and State
            • Invalid HSN/SAC Code
      • FAQs
        • Get started
        • Data Import
        • File Returns
        • Generate Reports
        • Reconciliation
      • What's new in ClearGST
    • ClearMax ITC
      • Get started with ClearMax ITC
      • Max ITC Reconciliation
        • Data Import
      • ITC Claim Wizard
      • Actions after running recon
      • Extra Functionalities
      • Vendor Payments
      • Table 4 changes
      • FAQs
    • ClearCapture
      • Get started with ClearCapture
        • Register Defmacro as GSP
        • Create an account
        • Add a Business Unit
        • Add GSTIN credentials
        • Add NIC credentials
        • Import invoices
        • Review invoices
        • Export invoices
        • Smart Aggregation
        • Export Issues
      • FAQ's
    • ClearTDS
      • TDS Returns
        • Prepare TDS Return
        • e-Filing TDS Returns
        • e-filing 24Q4 return
          • Form 24Q4 - Original return
          • Form 24Q4 - Correction return
        • Corrections to TDS Returns
      • Other Features
        • Filing Status Dashboard
        • Repository
        • Import and Track LDCs
        • Import Challans
        • ClearTDS Reports
        • Generate Form 16 and other TDS certificates
        • Settings
        • Retrieve Username Password in ClearTDS
        • LDC_Challan Tagging
      • 26AS Recon
        • Product Guide - 26AS Recon
    • ClearTax E-Invoicing KSA
      • Product Guides
        • Onboarding on ClearTax
        • Onboarding for E-Invoicing
        • Exploring the e-Invoicing homepage
        • Onboarding a new device (Online)
        • Onboarding a new offline device for PoS terminals
      • e-Invoicing with ClearTax on NCR-Aloha
        • Prerequisites for offline e-Invoice application
        • Create an account on ClearTax
        • Onboarding on web portal for e-Invoicing
        • Downloading and installing the offline e-Invoice application
        • Device registration on the PoS terminal
        • Generating e-Invoices and printing
      • Product Updates
      • ZATCA Updates
        • ZATCA Violations
        • ZATCA E-invoicing for Wave 2 customers announced
        • ZATCA Portal and APIs are going live
        • New SDK version update released by ZATCA
        • ZATCA Announces the Cancellation of Fines and Penalties
        • New SDK version update released by ZATCA
    • ClearTax E-Invoicing Malaysia
      • Onboarding
        • Create your profile
        • Register your business
      • B2B sales documents
        • Import your data
        • Generate e-invoice(s)
        • Generate consolidated e-invoice
        • Audit Trail
        • Delete imported data
        • Cancel an e-invoice
        • View rejection request
        • Print e-invoice(s)
        • Download report
        • E-mail invoice
        • Check sales import history
      • Purchase documents
        • Import data
        • Generate self-billed e-invoice(s)
        • Cancel a self-billed e-invoice
        • Print e-invoice(s) & download report
        • Check purchase import history
      • MIS Dashboard
      • Reconciliations
        • Reconciliation logic
        • Sales Register vs E-invoice Reconciliation
        • Purchase Register vs E-invoice Reconciliation
      • Settings
        • User access management
        • Custom Ingestion Template
        • Alerts and Communications
        • E-invoicing
          • Timezone
      • E-Invoicing customer portal
        • Registration & account creation
        • Generate your e-invoice
        • Download/Print generated e-invoice
      • Resources
        • Frequently asked questions (FAQs)
        • Error resolution guide
        • Add ClearTax as an intermediary on MyInvois portal
    • Clear Invoicing
    • Platform
      • SSO
    • Our APIs
  • For SMEs
    • ClearGST
      • ClearGST Video Tutorials
      • Get started with ClearGST
        • Account Setup
          • Add new members to business
          • Install ClearTax Assistant
          • Configuring Tally
        • Quick Start Guide
          • Filing Dashboard
          • GSTIN Verification
          • Collect GSTIN of customers
          • Import Data
      • Generate Reports
        • Comparison Reports
          • GSTR-3B vs 1 Comparison Report
          • GSTR-3B Vs 2A Comparison Report
        • Purchase and 2A/2B/6A/4A Reports
          • Multi-month GSTR-2A Report
          • Multi-month GSTR-2B Report
          • GSTR-4A Report
          • Supplier Compliance Reports
        • Sales and G1
          • Rate wise Sales Summary Report
          • Sales HSN Summary Report
          • GSTR-1 Rate wise Summary Report
          • GSTR-1 HSN Summary Report
        • PAN Level Reports
          • PAN Level Multi-Month GSTR-2B Report
        • ITC Cash Ledger Reports
          • Cash Ledger Reports
          • ITC Ledger Reports
        • Tax Saving Reports
          • GSTR 3B vs 1 vs Books Report
          • GSTR 3B vs 2B vs Books Report
        • Filed Reports
      • Reconciliation
        • GSTR-1 vs Sales Register Matching
        • GSTR-2A Vs PR GSTIN Matching
        • GSTR-2A Vs PR PAN Matching
        • GSTR-2B Vs PR GSTIN Matching
        • GSTR-1 Vs E-Way Bill Matching
        • GSTR-9 (Table-8A) Vs PR Matching
      • File Returns
        • GSTR-1
        • GSTR-3B
        • GSTR-4
        • GSTR-6
        • GSTR-9
        • GSTR-9C
      • FAQs
        • Get Started
        • File Returns
        • Generate Reports
        • Reconcilliation
      • What's new in ClearGST
    • ClearOne Suite
      • Get Started with ClearOne Suite
        • Account Setup
        • Quick Start Guide
          • Add Customers
          • Add Items
      • ClearInvoicing
      • ClearCompliance
        • ClearE-Invoicing
          • Create NIC Credentials
          • Add NIC Credentials
          • E-Invoice Generation
        • ClearE-WayBills
          • E-Way Bill Generation
      • FAQs
  • For Tax Experts
    • ClearPro Suite
      • ClearGST
        • ClearGST Video Tutorials
        • Get started with ClearGST
          • Account Setup
            • Add new clients
            • Add new members to Business
            • Install ClearTax Assistant
            • Configuring Tally
          • Quick Start Guide
            • Filing Dashboard
            • GSTIN Verification
            • Collect GSTIN of customers
            • Import Data
        • Generate Reports
          • Filed Reports
          • Tax Saving Reports
            • GSTR 3B vs 1 vs Books Report
            • GSTR 3B vs 2B vs Books Report
          • ITC Cash Ledger Reports
            • Cash Ledger Reports
            • ITC Ledger Reports
          • PAN Level Reports
            • PAN Level Multi-Month GSTR-2B Report
          • Sales and G1
            • Rate wise Sales Summary Report
            • Sales HSN Summary Report
            • GSTR-1 Rate wise Summary Report
            • GSTR-1 HSN Summary Report
          • Comparison Reports
            • GSTR-3B vs 1 Comparison Report
            • GSTR-3B Vs 2A Comparison Report
          • Purchase and 2A/2B/6A/4A Reports
            • Multi-month GSTR-2A Report
            • Multi-month GSTR-2B Report
            • GSTR-4A Report
            • Supplier Compliance Reports
        • Reconciliation
          • GSTR-1 vs Sales Register Matching
          • GSTR-2A Vs PR GSTIN Matching
          • GSTR-2A Vs PR PAN Matching
          • GSTR-2B Vs PR GSTIN Matching
          • GSTR-1 Vs E-Way Bill Matching
          • GSTR-9 (Table-8A) Vs PR Matching
        • File Returns
          • GSTR-1
          • GSTR-3B
          • GSTR-4
          • GSTR-6
          • GSTR-9
          • GSTR-9C
        • FAQs
          • Get Started
          • File Returns
          • Generate Reports
          • Reconcilliation
        • What's new in ClearGST
      • ClearTDS
        • Get started with ClearTDS
          • Retrieve Username Password in ClearTDS
        • TDS Returns
          • Prepare TDS Return
          • e-Filing TDS Returns
          • Corrections to TDS Returns
          • Revise TDS Returns
        • Generate Form 16 in ClearTDS
      • ClearTaxCloud
        • FAQs
      • ClearPro Desktop App
        • Import Data using Desktop App
        • File Returns on Desktop
          • GSTR-1 on Desktop App
          • GSTR-1 NIL Return on Desktop App
          • GSTR-3B on Desktop App
          • GSTR-3B Nil Return on Desktop app
          • GSTR-4 on Desktop App
          • GSTR-9 on Desktop App
          • GSTR-9C on Desktop App
        • Create a Challan and Pay Tax
  • For Individuals
    • File ITR
      • File ITR on ClearTax
      • FAQs
    • Invest and Save
      • FAQs
    • Expert Assistance
      • FAQs
  • Other Support Links
  • Video Tutorials
  • FAQs
  • ClearLearn
  • Contact support
Powered by GitBook
On this page
  • Sales Data Import
  • What are the import options offered by ClearTax to import Sales Data?
  • When should you use GSTR-1 Govt Excel Template to import Sales Data?
  • When should you use ClearTax Standard Sales Excel Template to import Sales Data?
  • When should you use ClearTax Lite Sales Excel Template to import Sales Data?
  • When should you use ClearTax Simple Sales Excel Template to import Sales Data?
  • When should you use Tally Government Excel Template to import Sales Data?
  • When should you use ClearTax Tally Connector to import Sales Data?
  • When should you enter your Sales Data manually?
  • When should you use GSTR-1 Json/Tally JSON to import Sales Data?
  • When should you use Custom Excel Template to import Sales Data?
  • When should you use ECommerce template to import Sales Data?
  • Purchase Data Import
  • What are the import options offered by ClearTax to import Purchase Data?
  • When should you use GSTR-2 Govt Template to import Purchase Data?
  • When should you use ClearTax Standard Purchase to import Purchase Data?
  • When should you use ClearTax Lite Purchase to import Purchase Data?
  • When should you use ClearTax Simple Purchase to import Purchase Data?
  • When should you use Tally GSTR2 Excel to import Purchase Data?
  • When should you use Custom Excel Template to import Purchase Data?
  1. For Enteprises
  2. ClearGST
  3. FAQs

Get started

Frequently asked questions on importing data into ClearTax

PreviousFAQsNextData Import

Last updated 3 years ago

You can find the answers to the following questions in this section -

Sales Data Import

What are the import options offered by ClearTax to import Sales Data?

  • GSTR-1 Govt format Excel template

  • ClearTax Templates

    • Standard Sales Excel template

    • Sales Lite Excel template

    • Sales Simple Excel Template

  • Tally

    • Government Excel for GSTR-1

    • Tally Connector

  • ClearTax Excel Grid (Manual Entry of data)

  • GSTR-1 JSON File / Tally JSON

  • Custom Excel Template - Create your own template

  • ECommerce format - For Amazon, Flipkart and PayTM

When should you use GSTR-1 Govt Excel Template to import Sales Data?

  • Use this option if you have data prepared in Govt GSTR-1 Excel template

  • Available for download with GST Offline tool

  • Can be directly imported into ClearTax without any modifications

  • Option to import section-wise data in CSV format as well

When should you use ClearTax Standard Sales Excel Template to import Sales Data?

  • Use this option to import all your sales data in a single Excel file

  • You can import all your -

    • Invoices & Bills of Supply

    • Credit/Debit Notes

    • Advances

  • Supports all types of documents including B2B, B2C, amendments, reverse charge, exports & SEZ

  • Multiple line items also supported

  • Most powerful Excel format to help you prepare your data

When should you use ClearTax Lite Sales Excel Template to import Sales Data?

  • Use this option to import all your ‘Invoices and Credit/Debit Notes’ in a single Excel file with minor details

  • Does not import 'Advances’

  • Supports B2B/B2C Invoices and Credit/Debit Notes

  • Multiple line items also supported

  • Does not support amendments, reverse charge, exports or SEZ

  • Quick way to prepare your data with support for HSN summary

When should you use ClearTax Simple Sales Excel Template to import Sales Data?

  • Use this option to import all your ‘Invoices and Credit/Debit Notes’ in a single Excel file with minimal details

  • Does not import 'Advances’

  • Supports B2B/B2C Invoices and Credit/Debit Notes

  • Multiple line items also supported

  • Does not support amendments, HSN, reverse charge, exports or SEZ

  • Simplest and easy to understand template for quick data preparation

When should you use Tally Government Excel Template to import Sales Data?

  • Use this option if you have data prepared in Tally and exported in Govt GSTR1 Excel template

  • Can be directly imported into ClearTax without any modifications

  • Option to import section-wise data in CSV format as well

When should you use ClearTax Tally Connector to import Sales Data?

  • Seamless import of data from Tally in a single-click .

  • No requirement of Excel exports from Tally and import again in ClearTax/Government portal.

  • GST rules validations are applied while importing of data. Vouchers that doesn’t meet GST validations will be excluded and presented in an error report .

When should you enter your Sales Data manually?

  • Use this option if you have do not have data prepared

  • Directly type in or copy-paste your data in an Excel-like grid

  • Supports only B2B/B2C invoices with minimal details

  • Does not support amendments, HSN, reverse charge, exports or SEZ

  • Does not support CDNs, Bills of supply or Advances

  • Does not support multiple line items or more than 200 rows

  • Best used for quickly creating invoices

When should you use GSTR-1 Json/Tally JSON to import Sales Data?

  • Use this option if you have data prepared in a JSON format

  • Can be directly imported into ClearTax without any modifications

  • Helpful in cases where you receive a JSON file from your client or export from Government in JSON GSTR-1 format

When should you use Custom Excel Template to import Sales Data?

  • Use this option if you have a custom or non-standard template used by your organisation/client

  • Create an Excel Template of your choice

  • One-time activity to create an Excel template and use as many times as you want

  • You can import all your -

    • Invoices & Bills of Supply

    • Credit/Debit Notes

    • Advances

  • Supports all types of documents including B2B, B2C, amendments, reverse charge, exports & SEZ depending on columns created in a custom template

  • Multiple line items also supported

  • High flexibility and customisation to create your own template and order columns however you want

When should you use ECommerce template to import Sales Data?

  • Use this option if you are a seller on Amazon, Flipkart or PayTM

  • Download MTR report from seller portal and upload on ClearTax

  • Minimal modifications required for importing data

Purchase Data Import

What are the import options offered by ClearTax to import Purchase Data?

  • GSTR-2 Govt format Excel template

  • ClearTax Templates

    • Purchase Standard Excel template

    • Purchase Lite Excel template

    • Purchase Simple Excel Template

  • Tally

    • Government Excel for GSTR-2

    • Tally Connector

  • Custom Excel Template - Create your own template

When should you use GSTR-2 Govt Template to import Purchase Data?

  • Use this option if you have data prepared in Government GSTR-2 Excel template

  • Available for download with GST Offline tool

  • Can be directly imported into ClearTax without any modifications

  • Option to import section-wise data in CSV format as well

When should you use ClearTax Standard Purchase to import Purchase Data?

  • Use this option to import all your purchase data in a single Excel file

  • You can import all your -

    • Invoices & Bills of Supply

    • Credit/Debit Notes

    • Advances

  • Supports all types of documents including B2B, B2C, amendments, reverse charge, imports & SEZ

  • Multiple line items also supported

  • Most powerful Excel format to help prepare your data

When should you use ClearTax Lite Purchase to import Purchase Data?

  • Use this option to import all your Invoices and Credit/Debit Notes in a single Excel file with minor details

  • Supports B2B/B2C Invoices and Credit/Debit Notes with reverse charge also

  • Multiple line items also supported

  • Does not support amendments, advances, imports or SEZ

  • Quick way to prepare your data with support for HSN summary

When should you use ClearTax Simple Purchase to import Purchase Data?

  • Use this option to import all your Invoices and Credit/Debit Notes in a single Excel file with minimal details

  • Supports B2B/B2C Invoices and Credit/Debit Notes

  • Multiple line items also supported

  • Does not support amendments, HSN, reverse charge, advances, imports or SEZ

  • Simplest and easy to understand template for quick data preparation

When should you use Tally GSTR2 Excel to import Purchase Data?

  • Use this option if you have data prepared in Tally and exported in Govt GSTR2 Excel template

  • Can be directly imported into ClearTax without any modifications

  • Option to import section wise data in CSV format as well

When should you use Custom Excel Template to import Purchase Data?

  • Use this option if you have a custom or non-standard template used by your organisation/client

  • Create an Excel Template of your choice

  • One-time activity to create an Excel template and use as many times as you want

  • You can import all your -

    • Invoices & Bills of Supply

    • Credit/Debit Notes

    • Advances

  • Supports all types of documents including B2B, B2C, amendments, reverse charge, exports & SEZ depending on columns created in a custom template

  • Multiple line items also supported

  • High flexibility and customisation to create your own template and order columns however you want

What are the import options offered by ClearTax to import Sales Data?
When should you use GSTR-1 Govt Excel Template to import Sales Data?
When should you use ClearTax Standard Sales Excel Template to import Sales Data?
When should you use ClearTax Lite Sales Excel Template to import Sales Data?
When should you use ClearTax Simple Sales Excel Template to import Sales Data?
When should you use Tally Government Excel Template to import Sales Data?
When should you use ClearTax Tally Connector to import Sales Data?
When should you enter your Sales Data manually?
When should you use GSTR-1 Json/Tally JSON to import Sales Data?
When should you use Custom Excel Template to import Sales Data?
When should you use ECommerce template to import Sales Data?
What are the import options offered by ClearTax to import Purchase Data?
When should you use GSTR-2 Govt Template to import Purchase Data?
When should you use ClearTax Standard Purchase to import Purchase Data?
When should you use ClearTax Lite Purchase to import Purchase Data?
When should you use ClearTax Simple Purchase to import Purchase Data?
When should you use Tally GSTR2 Excel to import Purchase Data?
When should you use Custom Excel Template to import Purchase Data?