> 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/for-large-businesses/gst-compliance/gstr-9.md).

# GSTR 9

Product guide

Step 1 : Select ‘GSTR-9’ after clicking on ‘Filing’

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F8S33LpMyX0gJZ7HF3PnR%2Funknown.png?alt=media\&token=064d2ace-90e3-437c-9fd4-ba29f75c8ee7)

Step 2 : Now Select the PAN/GSTIN for which you want to prepare GSTR-9

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FAZv8KTWCi4grouM7EsMC%2Funknown.png?alt=media\&token=099e0994-09c0-4b48-ac9f-82a2659f23c8)

Step 2A: You will land on Generate OTP to Connect GSTINs Modal. Either connect the GSTIN using Username, Password or Captcha or Click on Skip

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F72zKZW5KixVzYwNzyCXm%2Funknown.png?alt=media\&token=059df88b-0692-4752-9245-24a2f1afbb0c)

Step 3: A modal with the benefit of using Clear will appear if you are a first time user

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FvqfE4JFhoIemARelvEnh%2Funknown.png?alt=media\&token=963534e5-bba0-4965-a44f-19839ab27bd2)

Step 4: Click on ‘Download Data to get started’ to download the filed GSTR-1, 3B, 2B, Document level details of Table 8A, Previous year G9, Current year draft G9 for 19 months

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FpZv75BA2X310hTz3aHwp%2Funknown.png?alt=media\&token=96f42aa3-2f3f-48cb-9eff-b24a76ca82aa)

Step 5: Now connect with GSTN by entering the GSTN username & Password and Captcha (if you are first time user)

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FrOBujWbGrd1vVlMpMfP1%2Funknown.png?alt=media\&token=ef0f70bf-7bb8-4002-8191-bdb6a925cb5d)

Step 6: Enter the OTP received over the registered mail id and Phone number and click on ‘Connect’

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fwq5fAw2CLLUXi1gCmpx0%2Funknown.png?alt=media\&token=1aaf9569-3bec-44e8-899f-93c716dba7f2)

Step 7: Click on ‘Download’ to get the filed G1, 2B, 3B, G9, 8A of G9 (Doc level)

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fc3NyEoYBidMtD60ji2zu%2Funknown.png?alt=media\&token=16aa653d-9716-41d9-b249-7fb2c56a14e2)

Step 8: After the entire data is downloaded, click on ‘Proceed’ to ingest the sales and Purchase register

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FmVUrUbzSQtDeqUMPI00v%2Funknown.jpeg?alt=media\&token=82cc6755-12d9-40bd-885b-ba667cfd2998)

Step 9: Once data is downloaded, next step is to import data if you want to prepare GSTR-9 or HSN summary from sales register, or have precomputed values for GSTR-9 tables. You can skip the process by clicking on ’Done’.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FSuPUmjYN1tnIma5aN4RH%2FScreenshot%202026-10-14%20at%205.57.50%E2%80%AFPM.heic?alt=media\&token=2869be15-1847-4e83-a781-977446e62032)

Step 10: Select the sales register for the 12 months or drag and drop the file

You can download the sample file by clicking on ‘Cleartax Sales Template’\
You can also use your own template after mapping the same from overview

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FOR6Ej7l8S7kxNS4Ns5yd%2Funknown.png?alt=media\&token=0e450767-e1bd-4832-8c45-6d571a5d81a4)<br>

Step 11: Once the entire data is downloaded and ingested, you will land into the first step, where you can see the status of the different return type along with the Turnover, tax liability, ITC basis different sources

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FvyGQcvE0DHq1CZa3XUje%2FScreenshot%202026-10-14%20at%203.22.08%E2%80%AFPM.heic?alt=media\&token=dce54611-1d61-476f-b793-bd5ad7ed3934)

Step 12: There is a GSTIN search filter to search respective details at GSTIN level.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FNN9oOxdZdesKxF7iNpFx%2FScreenshot%202026-10-14%20at%205.24.57%E2%80%AFPM.heic?alt=media\&token=62968c7e-6f7b-486a-9af8-1b9732bc9536)

Step 13: Under ‘Actions’, you can change data source, Import SR, View reports, Download Govt data and access to Guides.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FSEa3gdqdNQ3pJUCWvYq9%2FScreenshot%202026-10-14%20at%202.47.57%E2%80%AFPM.heic?alt=media\&token=f2fec019-da98-4177-b929-30ee96df9076)

Step 14: If you are stuck in downloading 8A report of GSTR-9 due to GSTN failures, you can use 8A report prepared by Cleartax based on GSTR-2B data.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FOSEkKWokQ1Ax9gqHrgcf%2FScreenshot%202026-10-14%20at%203.02.55%E2%80%AFPM.heic?alt=media\&token=9a0e1bea-7c7d-42d2-9ab1-953de85caf70)

Step 15: The default auto prepared data will be based on Filed GSTR 1 and GSTR 3B. If you are stuck at somewhere or not sure how to proceed next, follow the guide or tutorial video under ‘Actions’ dropdown

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F3MrYyXDaXE8FlUFKCGum%2FScreenshot%202026-10-14%20at%203.22.08%E2%80%AFPM.heic?alt=media\&token=09a0ed25-a4e8-4600-8613-bf0df343b674)

Step 16: You can change the Data source for preparation of G9 by clicking on ‘Change data Source’ under ‘Actions’ or by clicking on ‘Edit Data Sources’ button

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FVj2OQMnerSU8msOcDGJY%2FScreenshot%202026-10-14%20at%203.07.43%E2%80%AFPM.heic?alt=media\&token=14e3816b-b5ec-45be-89d8-4192c73b6bf0)

Step 17: You can select different data source from the drop down for computing different tables of G9. If you choose T-4 as source, we will autofill values for all ITC tables in GSTR-9 and provide document level report of the values populated.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F7YpSv48NUIxLh6wTt0PO%2FScreenshot%202026-10-14%20at%203.25.51%E2%80%AFPM.heic?alt=media\&token=9360faa3-d871-4d6d-8708-9579cdba0ea5)

Step 18: After you have selected the data source, you can click on ‘Prepare GSTR-9’ to view the autofiled G9 basis the source you have updated

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F3ZXBwNOnYPVaCrA3MT6y%2FScreenshot%202026-10-14%20at%203.28.18%E2%80%AFPM.heic?alt=media\&token=ca6b2cc3-1492-4341-ae49-7fd8c91d5957)

Step 19: You will be able to see the Prepared GSTR9 for all the GSTINs basis the source selected

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FvyGQcvE0DHq1CZa3XUje%2FScreenshot%202026-10-14%20at%203.22.08%E2%80%AFPM.heic?alt=media\&token=dce54611-1d61-476f-b793-bd5ad7ed3934)

Step 20: Now you can click on the ‘View and edit Prepare G9’ to view the G9 form for all the GSTINs or a particular GSTIN

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2F00R7KiuD5Cjk0cH2bGR9%2FScreenshot%202026-10-14%20at%203.22.08%E2%80%AFPM.heic?alt=media\&token=825bb1e8-a11b-464b-8894-eac78ce47626)

Step 21: You can view the autofiled G9 basis Source selected along with the Observations and the Calculation trail

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FhjgSKjvR8mBTCMGG8ZW8%2FScreenshot%202026-10-14%20at%205.35.30%E2%80%AFPM.heic?alt=media\&token=a3f2d0aa-801d-4426-beb3-a1b90519aef2)

Step 22: Click on ‘+’ ‘-’ to expand or collapse to view the Calculation trail for each row

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FXURlvxwgBmmJhl86Re59%2FScreenshot%202026-10-14%20at%205.37.32%E2%80%AFPM.heic?alt=media\&token=df40078b-df1c-47c6-9986-042f7b202154)

Step 23: You can take different actions such as ‘Downlaod G9’, ‘View reports’, ‘Import G9 excel after editing’ by clicking on ‘Actions’

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FSObvYZMv1tKZPZneK15P%2FScreenshot%202026-10-14%20at%204.01.11%E2%80%AFPM.heic?alt=media\&token=81897775-aa07-45f6-8516-07b5914c7bc5)

Step 24: You can download document level report of values autopopulated in table 6,7,8,12 & 13 of GSTR-9 if you have prepared these tables with ’Table-4 snapshot’ as source

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FSObvYZMv1tKZPZneK15P%2FScreenshot%202026-10-14%20at%204.01.11%E2%80%AFPM.heic?alt=media\&token=81897775-aa07-45f6-8516-07b5914c7bc5)

Step 25: This document level report is built upon T-4, having individual and grouped GSTR-9 tables name, making filtering and reconciliation easy with your manual workings.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FtEj9RfrBcQONLndGmPGQ%2FScreenshot%202026-10-14%20at%206.02.37%E2%80%AFPM.heic?alt=media\&token=d1ff513b-f9d9-49af-9862-63f0808c3f68)

Step 26: Once G9 is prepared, you can download and view the G9 comparison report by clicking on ’Download GSTR-9’ do basis different sources along with prepared G9 form , G9C form etc.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fmunbu39g9HkAVUJhuEXr%2Funknown.png?alt=media\&token=14f0f64e-58bc-4273-9be3-c66f66ed80fe)

Step 27: After the G9 form is prepared, you can upload the same to GSTN portal for all the GSTINs together by clicking on ‘Validate and Upload’

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FGW9bPMeRkY65wcODKx91%2Funknown.png?alt=media\&token=8b2a6ee5-e82c-4107-a23c-21f94cff4f41)

Step 28: After you click on ‘Validate and Upload’, the platform will check if there are any validation errors
\
In case of any errors, an error report will be available

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FDxK9qLfwQKC9a2lIOlZL%2Funknown.jpeg?alt=media\&token=16829b62-2f85-478e-a2b6-d09c60ea99ac)

Step 29: You can ingest the error file by clicking on ‘Import G9’ under the Actions drop-down menu

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FoxrUjPFbWozZOqJGJ4Kg%2Funknown.png?alt=media\&token=fdca0ea3-02cc-4795-97e8-6ac0fbbafcc5)

Step 30: After the errors are corrected, you can upload the data to GSTN by clicking on ‘Validate and Upload

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FCGXNfFDy1cbs2rutuYkO%2Funknown.png?alt=media\&token=b692809a-1118-4544-bfac-a07c5fa8e0cc)

Step 31: You can view the data for all the GSTIN, which will be uploaded to the GSTN and then click on “Upload to GSTN”

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FJjZipUNL5g3H5B6pYb0h%2Funknown.jpeg?alt=media\&token=44cbdf46-1349-44f3-ba65-b0767f90de80)

Step 32: After the data is uploaded, you can check the difference to make sure the entire data is uploaded to GSTN portal successfully

\
![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FTovOgatfmeOhPi7n3YoM%2Funknown.png?alt=media\&token=cf2598a1-0b1d-4ac0-9721-23382e39175f)

Step 33: After data is uploaded, select the authorised signatory and the method of filling (EVC or DSC) and click on Acknowledge

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fi3FLbcdMYh6jOfQhWbCf%2Funknown.png?alt=media\&token=a1693c0e-5d3d-4ece-8423-cf6850eacd0a)

Step 34: After acknowledging, click on ‘Proceed’ to file GSTR9

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FZR3pNdpoukDftLrsXpMq%2Funknown.png?alt=media\&token=c5ee202e-9f11-412c-ae6a-5ee5d33cdfce)