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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?

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?

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