# Add new clients

## Alternate ways to add a new client

There are **2 ways** to add a new client on ClearTax GST:

* [**Add clients individually**](#steps-to-add-clients-individually)
* [**Add clients in bulk**](#steps-to-add-clients-in-bulk)

## Guide to Add Clients Individually:

### Step 1: Login

**’**Login’ to [ClearTax GST ](https://gst.cleartax.in/)and click on the ‘Add Clients’ and select ‘Add Client’.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MbLuewLM259JrtoHHVV%2F-MbLvzZwV8nUG2k_LYEH%2Fimage.png?alt=media\&token=1dbee13f-051e-4009-b973-ddceccbca801)

### Step 2: Enter GSTIN

Enter the ‘GSTIN’ and click on ‘Add Now’ to add client’s contact details (optional) and click on ‘Continue’.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MbLuewLM259JrtoHHVV%2F-MbLwMYurtBRo4nCT5br%2Fimage.png?alt=media\&token=014e6241-81be-449a-b656-d966af934c0d)

{% hint style="success" %}
Your client will be successfully added. Details of all the filed returns of this client will be visible on the screen. Click on ‘Go to Dashboard’ to go to the Main Dashboard.
{% endhint %}

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MbLuewLM259JrtoHHVV%2F-MbLx5N9yTqkNZ6bVHLs%2Fimage.png?alt=media\&token=756f1c11-8d86-4175-82ac-5530530e14a6)

## Guide to Add Clients in Bulk:

### Step 1: Login

’Login’ to [ClearTax GST](https://gst.cleartax.in/) and click on the ‘Add Clients’ and select ‘Add Clients in Bulk’.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MbLuewLM259JrtoHHVV%2F-MbLyMuqk0VgMJmnJ09t%2Fimage.png?alt=media\&token=9f153d58-6236-4d81-a933-f875b66e513c)

### Step 2: Download Excel

Download the ‘Import Clients Excel’ template to fill in the required details of the clients to be added in bulk.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MbLuewLM259JrtoHHVV%2F-MbLymbXLSVF3e6zIHev%2Fimage.png?alt=media\&token=261694a7-1ad0-4feb-b7d1-fd6164971ded)

### Step 3: Add client details

Add all the details of your clients including the ‘Taxpayer type’ & Click on ‘Save’

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MbLuewLM259JrtoHHVV%2F-MbMdVoWDkvDV40yfRX1%2Fimage.png?alt=media\&token=fab232cd-e479-496c-9cca-b4d4f26575e6)

### Step 4: Upload file 

Now click on ‘Select file from Computer’ and add the edited excel.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MbLuewLM259JrtoHHVV%2F-MbMdkOMrmeziz0lLuzk%2Fimage.png?alt=media\&token=44c8e38b-3134-4e59-94d4-6a4734b774d9)

### Step 5: Revalidate 

If there is an error, ClearTax GST will highlight it. You can make the required changes & Click on ‘Revalidate’.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MbLuewLM259JrtoHHVV%2F-MbMe6AGhnIgWTJwyHeS%2Fimage.png?alt=media\&token=59287b8a-b8e9-47f9-96be-78024b6869f1)

Your clients will be added/updated successfully.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MbLuewLM259JrtoHHVV%2F-MbMeHUOLnbSXIEVUq8F%2Fimage.png?alt=media\&token=29538c3e-ce2d-49a0-a698-df5c84910752)

### Step 6: Add another branch

You can now go to the Main Dashboard & start filing your returns. 

You can also add another Branch/GSTIN/State by clicking on ‘Add another Branch/GSTIN/State’.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MbLuewLM259JrtoHHVV%2F-MbMeWQ-EtAXhwUF9lB4%2Fimage.png?alt=media\&token=ecd7399f-112d-4159-804d-d70def773cf6)

You can edit the clients’ details by going to the ‘Settings’ & editing/updating the clients’ details. You can also add a new client.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MZESjKfghy4dwB5DEJ1%2F-MbLuewLM259JrtoHHVV%2F-MbMebkiSUtSJD-IQBCm%2Fimage.png?alt=media\&token=cb58a361-6855-4c5c-9ab9-cf81f45c4c66)

## Feedback

{% embed url="<https://docs.google.com/forms/d/e/1FAIpQLSdRIITthCEouHmXIUKEjmGpi_pTTRLKBfXhvu_LTubABfKBEA/viewform?usp=pp_url&entry.571883827=Add+new+clients>" %}


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.cleartax.in/product-help-and-support/for-tax-experts/clearpro-suite/cleargst/get-started-with-cleargst/account-setup/add-new-clients.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.