Import Data using Desktop App

Guide to Import Data on the Desktop App

Step 1: Login to ClearTax GST

‘Login’ to ClearTax GST. Click on ‘ClearTax GST Desktop App’ to download the ClearTax GST Desktop App

Step 2: Select Download now

Click on ‘Download now’ to download the ClearTax GST Desktop App

Step 3: Login to Cleartax GST to import data

’Login’ to ClearTax GST Desktop app .Click on ‘Import Data’ to import data into ClearTax.

Step 4: Select Business

Select a ‘Business’ to import your data

Step 5: Select Return Period & Document Type

Select the ‘Return Period’ & the ‘Document Type’ for which the data needs to be imported.Click on the ‘Continue’ button to proceed further.

Step 6: Choose a Method to import your data

Under ‘Choose a method to import your data’. Select ‘Tally’.

Step 7: Select Tally Connector

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’.

Select the desired company. Click on ‘Proceed’ button

Step 8: Select the Period

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.

Step 9: Review of Errors

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.

Step10: Steps to file GST your GST Returns

Select the return you want to file & follow the steps below:

• GSTR-1

• GSTR-3

• GSTR 9