Guide to Upload and Download Documents on Cleartax

You must upload certain mandatory documents to file your ITR with an expert on the ClearTax platform. Here is a step-by-step guide to uploading your documents. It is simple, easy and quick. 

Steps to Upload Your Documents:

Step 1: View the list of mandatory documents that you need to upload and keep them ready.

Step 2: Click on the “Drop any documents here, or Browse” option to upload the documents. The file explorer from your operating system will open. You can upload multiple documents by selecting all the documents you want to upload. After selecting all the documents, click on the “Open” button.

Step 3: After the upload is complete, you can view the uploaded documents on the screen below the “Required Documents” tab.

Step 4: Click on the “Select Document Type” option against each uploaded document and select the document type from the dropdown list. 

Please note that you must select the document type for each uploaded document before proceeding to the next step.

Step 5: After selecting the document type for all your uploaded documents, click on the “Submit” option.

The process of uploading documents will be complete, and our experts will take care of your ITR filing.

Steps to Download Form 26AS:

Step 1: Log in to the income tax portal at - https://www.incometax.gov.in/iec/foportal/

Step 2: Click on the “Refer to e-file → Income tax returns → View Form 26AS".

Step 3: A pop-up disclaimer will be visible on-screen → click on “CONFIRM”.

Step 4: Click on view form 26AS at the bottom. 

Step 5: Select AY-2023-24 → view as HTML.

Step 6: Click on view and then click on export as PDF.

Detailed Guide: https://cleartax.in/s/view-form-26as-tax-credit-statement

Steps to download AIS form:

Step 1: Log in to the income tax portal at - https://www.incometax.gov.in/iec/foportal/

Step 2: Click on the “Refer to Services → Annual Information Statement (AIS)".

Step 3: A pop-up disclaimer will be visible on-screen → click on “PROCEED”.

Step 4: Click on second option (AIS). 

Step 5: Select FY-2022- 2023

Step 6: Click on download option (PDF).

Detailed Guide: https://cleartax.in/s/new-annual-information-statement-ais