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ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707
Features
How to Set Up the Offline Utility
How to Create, View & Export Data
How to File Returns
Guide to use ClearTax GST Offline
(Excel Utility to Create Invoices)
Download ClearTax GST Offline
It’s FREE
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707
ClearTax GST Offline is a “no-internet” billing software which works in MS
Excel. You can create Free invoices & file returns on ClearTax GST with
one-click upload
● Create FREE Invoices offline for your business & clients
● Then Export & Upload Invoices on Cleartax GST to File Returns
Easily
● Store all invoices on your computer and access them anytime with or
without internet
Download & Share ClearTax GST Offline
Note: ClearTax constantly updates its Excel Utility to add new feature. Please keep checking this link.
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707
Features of ClearTax GST Offline Excel Utility
Features of ClearTax GST Offline Version 1.0
● Create Sales & Export Invoices, Outward Bill of Supply and Reverse Charge
● Print Invoices with one click (as many times as you want)
● Validations & Guides to avoid errors
● Directly upload excel file to prepare GSTR-1 on ClearTax GST Online Software
Upcoming Features
● Self invoicing & purchase invoices
● CDNs, Advances etc.
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707
Why should you use ClearTax GST Offline
● It’s FREE
● Internet is not required to create invoices
● You can create Sales & Export Invoices, Outward Bill of Supply and Reverse Charge
● You can file returns in one-click by uploading the invoices directly to ClearTax GST
● It is easy to use and there is not much learning required
● It is better than other accounting & invoicing software as it can simply run in excel
and no extra download is required
● It is less than 350 KB and gets downloaded in seconds
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707
Technical Requirements to Use ClearTax GST Offline
To create invoices with ClearTax GST Offline Excel Utility, you need to have
● Operating System : Windows
● Excel versions : 2013 or 2016
● Internet connection : Not required
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707
Part 1: Setting Up ClearTax GST Offline
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707
Download the Offline Utility & Enable Editing
● Download the Offline Utility from https://cleartax.in/s/gst-offline-tool-excel-utility
● After you open the utility, click on Enable Editing to start editing it
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707
Enable Macros
● Once you click on Enable Editing, you will notice that a pop up of Security
Warning will be displayed, click on Enable Content
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707
Add Organisation Details
● Fill in all the details about your organisation
● Note that fields marked as (*) are mandatory to be filled
● In case you miss to fill any of these details, a validation message will be
shown
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707
Part 2: How to Create Invoices
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707
Add Item Master
● You can create a list of all items you deal in the Item Master sheet or add an item
while creating the invoice
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707
Add Item Master (contd.)
● Under Item_SKU provide a code for each item. Remember this code should
be unique for each item. 2 items cannot have same code
● Under Item_Type mention whether you have sold goods (G) or services (S)
● Under Item_HSN_SAC mention the HSN of the item. If you don’t know your
HSN, search it here or you can enter ‘None’
● Provide a description for each item (shoes, bags. etc.)
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707
Add Item Master (contd.)
● Under Item_Unit select the unit of the item. For example: KGS for Sugar, Rice
etc., PCS for Books, Laptop. To know the relevant unit, use the list displayed
on the sheet named Static
● Mention item selling price and purchase price
● For Item_Discount enter the percentage of discount provided, if any
● Under Item_Notes enter any details you wish to mention according to your
own convenience
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707
Add Item Master (contd.)
● GST Rates - Select the Rate of Tax and while you create a bill, this rate will
be auto-populated according to the place of supply i.e. inter-state supply or
intra-state supply. Please note that even if you leave this field blank, you may
fill the field while creating the invoice described later
● Once you fill this sheet, every time you create a bill, item details will be
auto-populated. Alternatively, you may also create an item while creating an
invoice
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707
Add Your Customer List
● To add all your customers at once, go to the sheet named Customer master
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707
Add Your Customer List (contd.)
● Click on the field Unique ID and provide an ID for each customer
● For Contact_Type select ‘C’ for company and ‘I’ Individual
● Fill the GSTIN field. If your customer does not have a GSTIN, use their
provisional ID shared by Central Excise or State VAT department
● The Pan Number (PAN) field is automatically filled. Ensure that this detail is
correct
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707
Add Your Customer List (contd.)
● Under Contact Person, enter the name of the person who is to be contacted
● Under Address mention the billing address of the customer
● In case the billing and shipping address for the customer is same you may
simply copy and paste the billing address details under shipping address
● Under Email Id enter a valid email ID
● Under Phone Number enter a valid number
● Please note that even if you leave any field blank, you may fill the field while
creating a bill
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707
Add Your Customer List (contd.)
● You can also add a new customer when creating invoices. To do this click on
Create New Customer. Fill all the details and click on Save to Customer
Master
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707
Create An Invoice
● To create new invoices, go to Add Invoice
● Enter the date when bill is issued in DD-MM-YYYY format
● Set the Invoice number under Customize Invoice
- Enter the sequence such as 1
- Enter the prefix such as INV
- Enter the suffix such as AUG
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707
Create An Invoice (contd.)
● Click to Select Customer and select the customer from the drop down menu.
You can also add a new customer if it is not already added by clicking on
Create New Customer
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707
Create An Invoice (contd.)
● As you select the customer, the state provided under registered address will
be selected as Place of Supply by default. To change, select the appropriate
place of supply from the drop down menu
For example: For the business Pavan & Co, the address provided was the
territory of Andaman and Nicobar Island, hence Place of Supply will be auto
populated by default as Andaman and Nicobar Island.
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707
Create An Invoice (contd.)
● In case the goods or services sold falls under reverse charge, select the
option of YES or else select NO against Reverse Charge radio buttons
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707
Create An Invoice (contd.)
● Then, click to add item, and select the item from the drop down menu. If a
new item is to be added, click on Create New Item, fill all the details and click
on Save to Item Master
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707
Create An Invoice (contd.)
● You will find all the details of the item have been pre-filled
● If needed, enter the quantity of item sold under Quantity
● The rest of the data will be automatically populated
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707
Create An Invoice (contd.)
● In case any detail is not filled correctly or has been missed, an error message
will pop up showing the error
● As we can see in the image above, since the rate of Cess was not entered,
this error message popped up and the invoice could not be saved
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707
Create An Invoice (contd.)
● After you have filled all the fields, click on Save and Print. Now, 2 copies i.e.
Original Invoice and Customer Copy will be available for print
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707
Create An Invoice (contd.)
● Your invoice will be auto-saved in a folder at the location where this tool is
saved, as shown here
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707
Part 3: How to View or Delete Invoices
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707
View Invoices in the Software
● Go to All Invoices sheet and view all your saved invoices
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707
View the Saved Copy of Invoices in PDF Format
● Open the folder where the tool is saved on your desktop
● Invoices are saved month-wise in different folders
● Select the month of which the invoice need to be viewed and open the
required invoice
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707
Delete A Saved Invoice
● Go to All Invoices sheet and choose the invoice you want to delete, select
and delete the entire row
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707
Part 4: How to Export Data to ClearTax
GST
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707
Export Item Master as CSV
● Click on Export Item Master as CSV
● As you click it, a message showing the location of the file will pop up. You will
find the exported item master in that folder
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707
Export Item Master as CSV (contd.)
● Login to your account with ClearTax GST Software at https://gst.cleartax.in/
and go to Settings
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707
Export Item Master as CSV (contd.)
● Now select the option of More and select Item Master
● Once you click on Item Master, you will be directed to browse and upload the
CSV file
● Upload the file and all the details will be saved under your Item Master
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707
Export Customer Master as CSV
● Click on Export customer Master as CSV
● As you click here, a message showing the location of the file will pop up
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707
Export Customer Master as CSV (contd.)
● Login to your account with ClearTax GST Software at https://gst.cleartax.in/
and click on Settings
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707
Export Customer Master as CSV (contd.)
● Click on Settings
● Now select the option of More and select Customer Master
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707
Export Customer Master as CSV (contd.)
● Once you click on Customer Master, you will be directed to browse and
upload the CSV file
● Upload the file and all the details will be saved under your Customer Master
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707
Export Invoices to ClearTax GST Online
● To upload the invoices on our online software, click on Export All Invoices As
CSV
● As you click here, a message showing the location of the file will pop up
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707
Export Invoices to ClearTax GST Online (contd.)
● Login to your account. Select the business for which you wish to prepare and
file the return and click on Work On This.
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707
Export Invoices to ClearTax GST Online (contd.)
● Then select Work On GST Returns
● Click on Import More
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707
Export Invoices to ClearTax GST Online (contd.)
● Follow the steps as shown in this image:
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707
Export Invoices to ClearTax GST Online (contd.)
● Select and upload the relevant files from your computer. Once the files are
uploaded, all invoices will also be uploaded to the ClearTax GST Software.
The status will be reflected as shown below:
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707
Part 5: How to File Returns on ClearTax
GST
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707
File GST Returns
● To file returns on ClearTax GST Software, you need to first upload invoices as
mentioned earlier. Now, click on Returns
● Select the option of Start Now
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707
File GST Returns (contd.)
● Your GSTR-1 summary will be available automatically
● Review the GSTR-1 Summary and complete your filing
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707
Definition & Explanation of Various Sheets
& Terms
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707
This is the master database sheet for the SME/Businesses. There are 11 fields,
out of which 4 are mandatory fields. These fields are marked by "*". Users cannot
proceed to next step without filling these.
Organisation Details
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707
As per the feedback from businesses, we have given the user an option to list down
all the items/goods/services which the business has to offer. These items will
appear in a drop down box while creating an invoice and will speed up the invoice
creation process. However, if there is a need to add a new item which is not present
in the Item Master, it can be added easily by clicking add item button and selecting
Create New Item in the Add Invoice sheet. To save the user from the misery of
adding the item details again in the item master, new item will be automatically
appended to the list and will appear in the drop down box.
Item Master
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707
Most of the businesses/ SMEs have a fixed number of clients which repeat orders
from time to time. To ease the process of creating invoice, we have given the user
an option to list down the details of recurring customers. Selecting a customer from
this drop down will result in generation of the required details with a click of a single
button. Just like in the Item Master, a new customer will be added to the Customer
Master automatically.
Contact Master
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707
This sheet will help a user to create GST-compliant invoices in a matter of seconds.
Customer is chosen first, then all the items can be either selected from the drop
down box or can be manually added. CGST,SGST,IGST,CESS will be calculated
automatically depending upon the delivery state and organisation state . Validations
are present in the sheet to point out manual errors.
For example: If a user forgets to mention the number of quantity, that cell will be
automatically colored in yellow.
Save and Print option lets the user print and save the invoice. Invoice generated
will be printed in a PDF format and the same PDF file will be saved in the location
where the Excel file is Present.
Add Invoices
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707
All the PDFs will be stored in the folder that will be named after the month in which
the invoice was created. Bill number will be appended to the PDF name along wit
the day on which the invoice will created. This will enable the user to systematically
track the number of invoices created in that month.
Add Invoices (contd.)
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707
All invoices will have all the invoices which were created using this excel file. This
will enable the user to search for any invoice which was created if need arises. User
also has an option to reprint the invoices.
Add Invoices Sheet
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707
Frequently Asked Questions
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707
Question 1: What is the price of the offline utility?
● It’s Free forever
Question 2 : Which version of Excel is required to use this tool?
● Excel versions 2013 and 2016 will support the file
Question 3: Does it work on Apple Mac?
● No, All the features don’t work on Mac
Question 4: I have Windows XP? Does it work on that?
● File will be functional on Windows XP if the system has Excel 2013 or a newer
version installed
ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707
Thanks for reading!
● Go to www.cleartax.in/GST to file or create bills
● Share this guide and help others
● Read our guides, email or call us for any support

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Cleartax GST Offline Guide

  • 1. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 Features How to Set Up the Offline Utility How to Create, View & Export Data How to File Returns Guide to use ClearTax GST Offline (Excel Utility to Create Invoices) Download ClearTax GST Offline It’s FREE
  • 2. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 ClearTax GST Offline is a “no-internet” billing software which works in MS Excel. You can create Free invoices & file returns on ClearTax GST with one-click upload ● Create FREE Invoices offline for your business & clients ● Then Export & Upload Invoices on Cleartax GST to File Returns Easily ● Store all invoices on your computer and access them anytime with or without internet Download & Share ClearTax GST Offline Note: ClearTax constantly updates its Excel Utility to add new feature. Please keep checking this link.
  • 3. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 Features of ClearTax GST Offline Excel Utility Features of ClearTax GST Offline Version 1.0 ● Create Sales & Export Invoices, Outward Bill of Supply and Reverse Charge ● Print Invoices with one click (as many times as you want) ● Validations & Guides to avoid errors ● Directly upload excel file to prepare GSTR-1 on ClearTax GST Online Software Upcoming Features ● Self invoicing & purchase invoices ● CDNs, Advances etc.
  • 4. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 Why should you use ClearTax GST Offline ● It’s FREE ● Internet is not required to create invoices ● You can create Sales & Export Invoices, Outward Bill of Supply and Reverse Charge ● You can file returns in one-click by uploading the invoices directly to ClearTax GST ● It is easy to use and there is not much learning required ● It is better than other accounting & invoicing software as it can simply run in excel and no extra download is required ● It is less than 350 KB and gets downloaded in seconds
  • 5. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 Technical Requirements to Use ClearTax GST Offline To create invoices with ClearTax GST Offline Excel Utility, you need to have ● Operating System : Windows ● Excel versions : 2013 or 2016 ● Internet connection : Not required
  • 6. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 Part 1: Setting Up ClearTax GST Offline
  • 7. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 Download the Offline Utility & Enable Editing ● Download the Offline Utility from https://cleartax.in/s/gst-offline-tool-excel-utility ● After you open the utility, click on Enable Editing to start editing it
  • 8. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 Enable Macros ● Once you click on Enable Editing, you will notice that a pop up of Security Warning will be displayed, click on Enable Content
  • 9. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 Add Organisation Details ● Fill in all the details about your organisation ● Note that fields marked as (*) are mandatory to be filled ● In case you miss to fill any of these details, a validation message will be shown
  • 10. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 Part 2: How to Create Invoices
  • 11. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 Add Item Master ● You can create a list of all items you deal in the Item Master sheet or add an item while creating the invoice
  • 12. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 Add Item Master (contd.) ● Under Item_SKU provide a code for each item. Remember this code should be unique for each item. 2 items cannot have same code ● Under Item_Type mention whether you have sold goods (G) or services (S) ● Under Item_HSN_SAC mention the HSN of the item. If you don’t know your HSN, search it here or you can enter ‘None’ ● Provide a description for each item (shoes, bags. etc.)
  • 13. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 Add Item Master (contd.) ● Under Item_Unit select the unit of the item. For example: KGS for Sugar, Rice etc., PCS for Books, Laptop. To know the relevant unit, use the list displayed on the sheet named Static ● Mention item selling price and purchase price ● For Item_Discount enter the percentage of discount provided, if any ● Under Item_Notes enter any details you wish to mention according to your own convenience
  • 14. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 Add Item Master (contd.) ● GST Rates - Select the Rate of Tax and while you create a bill, this rate will be auto-populated according to the place of supply i.e. inter-state supply or intra-state supply. Please note that even if you leave this field blank, you may fill the field while creating the invoice described later ● Once you fill this sheet, every time you create a bill, item details will be auto-populated. Alternatively, you may also create an item while creating an invoice
  • 15. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 Add Your Customer List ● To add all your customers at once, go to the sheet named Customer master
  • 16. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 Add Your Customer List (contd.) ● Click on the field Unique ID and provide an ID for each customer ● For Contact_Type select ‘C’ for company and ‘I’ Individual ● Fill the GSTIN field. If your customer does not have a GSTIN, use their provisional ID shared by Central Excise or State VAT department ● The Pan Number (PAN) field is automatically filled. Ensure that this detail is correct
  • 17. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 Add Your Customer List (contd.) ● Under Contact Person, enter the name of the person who is to be contacted ● Under Address mention the billing address of the customer ● In case the billing and shipping address for the customer is same you may simply copy and paste the billing address details under shipping address ● Under Email Id enter a valid email ID ● Under Phone Number enter a valid number ● Please note that even if you leave any field blank, you may fill the field while creating a bill
  • 18. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 Add Your Customer List (contd.) ● You can also add a new customer when creating invoices. To do this click on Create New Customer. Fill all the details and click on Save to Customer Master
  • 19. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 Create An Invoice ● To create new invoices, go to Add Invoice ● Enter the date when bill is issued in DD-MM-YYYY format ● Set the Invoice number under Customize Invoice - Enter the sequence such as 1 - Enter the prefix such as INV - Enter the suffix such as AUG
  • 20. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 Create An Invoice (contd.) ● Click to Select Customer and select the customer from the drop down menu. You can also add a new customer if it is not already added by clicking on Create New Customer
  • 21. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 Create An Invoice (contd.) ● As you select the customer, the state provided under registered address will be selected as Place of Supply by default. To change, select the appropriate place of supply from the drop down menu For example: For the business Pavan & Co, the address provided was the territory of Andaman and Nicobar Island, hence Place of Supply will be auto populated by default as Andaman and Nicobar Island.
  • 22. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 Create An Invoice (contd.) ● In case the goods or services sold falls under reverse charge, select the option of YES or else select NO against Reverse Charge radio buttons
  • 23. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 Create An Invoice (contd.) ● Then, click to add item, and select the item from the drop down menu. If a new item is to be added, click on Create New Item, fill all the details and click on Save to Item Master
  • 24. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 Create An Invoice (contd.) ● You will find all the details of the item have been pre-filled ● If needed, enter the quantity of item sold under Quantity ● The rest of the data will be automatically populated
  • 25. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 Create An Invoice (contd.) ● In case any detail is not filled correctly or has been missed, an error message will pop up showing the error ● As we can see in the image above, since the rate of Cess was not entered, this error message popped up and the invoice could not be saved
  • 26. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 Create An Invoice (contd.) ● After you have filled all the fields, click on Save and Print. Now, 2 copies i.e. Original Invoice and Customer Copy will be available for print
  • 27. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 Create An Invoice (contd.) ● Your invoice will be auto-saved in a folder at the location where this tool is saved, as shown here
  • 28. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 Part 3: How to View or Delete Invoices
  • 29. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 View Invoices in the Software ● Go to All Invoices sheet and view all your saved invoices
  • 30. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 View the Saved Copy of Invoices in PDF Format ● Open the folder where the tool is saved on your desktop ● Invoices are saved month-wise in different folders ● Select the month of which the invoice need to be viewed and open the required invoice
  • 31. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 Delete A Saved Invoice ● Go to All Invoices sheet and choose the invoice you want to delete, select and delete the entire row
  • 32. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 Part 4: How to Export Data to ClearTax GST
  • 33. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 Export Item Master as CSV ● Click on Export Item Master as CSV ● As you click it, a message showing the location of the file will pop up. You will find the exported item master in that folder
  • 34. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 Export Item Master as CSV (contd.) ● Login to your account with ClearTax GST Software at https://gst.cleartax.in/ and go to Settings
  • 35. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 Export Item Master as CSV (contd.) ● Now select the option of More and select Item Master ● Once you click on Item Master, you will be directed to browse and upload the CSV file ● Upload the file and all the details will be saved under your Item Master
  • 36. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 Export Customer Master as CSV ● Click on Export customer Master as CSV ● As you click here, a message showing the location of the file will pop up
  • 37. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 Export Customer Master as CSV (contd.) ● Login to your account with ClearTax GST Software at https://gst.cleartax.in/ and click on Settings
  • 38. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 Export Customer Master as CSV (contd.) ● Click on Settings ● Now select the option of More and select Customer Master
  • 39. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 Export Customer Master as CSV (contd.) ● Once you click on Customer Master, you will be directed to browse and upload the CSV file ● Upload the file and all the details will be saved under your Customer Master
  • 40. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 Export Invoices to ClearTax GST Online ● To upload the invoices on our online software, click on Export All Invoices As CSV ● As you click here, a message showing the location of the file will pop up
  • 41. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 Export Invoices to ClearTax GST Online (contd.) ● Login to your account. Select the business for which you wish to prepare and file the return and click on Work On This.
  • 42. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 Export Invoices to ClearTax GST Online (contd.) ● Then select Work On GST Returns ● Click on Import More
  • 43. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 Export Invoices to ClearTax GST Online (contd.) ● Follow the steps as shown in this image:
  • 44. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 Export Invoices to ClearTax GST Online (contd.) ● Select and upload the relevant files from your computer. Once the files are uploaded, all invoices will also be uploaded to the ClearTax GST Software. The status will be reflected as shown below:
  • 45. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 Part 5: How to File Returns on ClearTax GST
  • 46. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 File GST Returns ● To file returns on ClearTax GST Software, you need to first upload invoices as mentioned earlier. Now, click on Returns ● Select the option of Start Now
  • 47. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 File GST Returns (contd.) ● Your GSTR-1 summary will be available automatically ● Review the GSTR-1 Summary and complete your filing
  • 48. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 Definition & Explanation of Various Sheets & Terms
  • 49. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 This is the master database sheet for the SME/Businesses. There are 11 fields, out of which 4 are mandatory fields. These fields are marked by "*". Users cannot proceed to next step without filling these. Organisation Details
  • 50. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 As per the feedback from businesses, we have given the user an option to list down all the items/goods/services which the business has to offer. These items will appear in a drop down box while creating an invoice and will speed up the invoice creation process. However, if there is a need to add a new item which is not present in the Item Master, it can be added easily by clicking add item button and selecting Create New Item in the Add Invoice sheet. To save the user from the misery of adding the item details again in the item master, new item will be automatically appended to the list and will appear in the drop down box. Item Master
  • 51. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 Most of the businesses/ SMEs have a fixed number of clients which repeat orders from time to time. To ease the process of creating invoice, we have given the user an option to list down the details of recurring customers. Selecting a customer from this drop down will result in generation of the required details with a click of a single button. Just like in the Item Master, a new customer will be added to the Customer Master automatically. Contact Master
  • 52. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 This sheet will help a user to create GST-compliant invoices in a matter of seconds. Customer is chosen first, then all the items can be either selected from the drop down box or can be manually added. CGST,SGST,IGST,CESS will be calculated automatically depending upon the delivery state and organisation state . Validations are present in the sheet to point out manual errors. For example: If a user forgets to mention the number of quantity, that cell will be automatically colored in yellow. Save and Print option lets the user print and save the invoice. Invoice generated will be printed in a PDF format and the same PDF file will be saved in the location where the Excel file is Present. Add Invoices
  • 53. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 All the PDFs will be stored in the folder that will be named after the month in which the invoice was created. Bill number will be appended to the PDF name along wit the day on which the invoice will created. This will enable the user to systematically track the number of invoices created in that month. Add Invoices (contd.)
  • 54. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 All invoices will have all the invoices which were created using this excel file. This will enable the user to search for any invoice which was created if need arises. User also has an option to reprint the invoices. Add Invoices Sheet
  • 55. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 Frequently Asked Questions
  • 56. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 Question 1: What is the price of the offline utility? ● It’s Free forever Question 2 : Which version of Excel is required to use this tool? ● Excel versions 2013 and 2016 will support the file Question 3: Does it work on Apple Mac? ● No, All the features don’t work on Mac Question 4: I have Windows XP? Does it work on that? ● File will be functional on Windows XP if the system has Excel 2013 or a newer version installed
  • 57. ClearTax GST www.cleartax.com/GST gstsupport@cleartax.in 080-67458707 Thanks for reading! ● Go to www.cleartax.in/GST to file or create bills ● Share this guide and help others ● Read our guides, email or call us for any support