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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

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

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