Home VAT/Sales Tax Reconciliation How do I view the sample data format for uploads?

How do I view the sample data format for uploads?

Last updated on May 18, 2026

Short Answer: Click 'View sample data format' under the 'Books / Books of accounts' upload area to review expected columns and layout.

PreRequisites

  1. Signed in to CleverBalance

Steps

  1. Locate the 'Books / Books of accounts' card on the New reconciliation page.
    You see the 'View sample data format' link under the upload instructions.

  2. Click 'View sample data format'.
    A sample data format opens sample viewer is off-screen in this flow.

  3. Compare your file headers with the sample and adjust column names if needed.
    Your file headers match the sample or are adjusted accordingly.

Troubleshooting

  1. 'View sample data format' link does not open.
    LikelyCause: Browser pop-up blocking or page load issue.
    Action: Reload the page, disable blockers, or try a different browser then click the link again.