Import Data using Desktop App
Learn how to import data using Desktop app
Last updated
Learn how to import data using Desktop app
Last updated
‘Login’ to ClearTax GST. Click on ‘ClearTax GST Desktop App’ to download the ClearTax GST Desktop App
Click on ‘Download now’ to download the ClearTax GST Desktop App
’Login’ to ClearTax GST Desktop app .Click on ‘Import Data’ to import data into ClearTax.
Select a ‘Business’ to import your data
Select the ‘Return Period’ & the ‘Document Type’ for which the data needs to be imported.Click on the ‘Continue’ button to proceed further.
Under ‘Choose a method to import your data’. Select ‘Tally’.
Click on ‘Tally Connector’ to directly connect your tally & import data into ClearTax.
The ClearTax GST Desktop app will establish a connection with Tally.
The following can be reasons if there is an error while connecting the ClearTax Desktop App & Tally:
If the Tally is running on another machine, enter it’s ip address in Tally host & click on the ‘Retry’ button.
If the Tally is running on another port, enter the port number in Tally port & click on the ‘Retry’ button.
In case your Firewall is blocking Tally
Click on ‘Go to Guide’ button & follow the steps to resolve the same.
In case there is another issue while establishing a connection
Click on ‘Raise a request for support’ button to get in touch with our support team or you can also use the ‘Tally Excel Report’.
Congratulations!! ClearTax GST Desktop app is now successfully connected with Tally.
Select the desired company. Click on ‘Proceed’ button
Select the Period for which you want to import data. Once done, click on ‘Start importing data’ button to import the data.
Tally is open & running in the background
Check if your internet connection is working
After successful connection with Tally, the ClearTax GST Desktop app will start importing data from Tally for the selected period.
Once the data is pulled, if there are any errors, you can click on the ‘Download Error Log’ button to view the errors in the invoices/CDNs in an excel format. You can also choose to ignore the errors & ‘proceed to file’.
Open the Excel sheet to view the errors in detail. You can rectify the errors in Tally against the respective invoices/CDNs.
Once the errors are rectified → Go back to the Desktop app & under the ‘Import data’ tab . Choose the ‘Business’ , Select the ‘Return period’ & the ‘Document type’ .Click on ‘Tally’ option to import data , Select ‘Tally Connector’ to import your data
Now all the Data is successfully imported .Click on ‘Proceed to file’ to file your GST Returns.
Select the return you want to file & follow the steps below: