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Frequently asked questions on importing data into ClearTax
You can find the answers to the following questions in this section -
Sales Data Import
Purchase Data Import
- 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
- 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
- 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
- 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
- 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
- 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
- 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 .
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
Last modified 2yr ago