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Guide to Upload Documents

Updated on :  

08 min read.

You must upload certain mandatory documents to file your ITR LIVE 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 & Proceed to Booking” option.

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