Import Capital Gains from Apps (Coming Soon)

Import Capital Gains from Apps (Coming Soon)

If you’ve traded in stocks, mutual funds, or ETFs, you can auto-import your capital gains directly from broker platforms.

When you connect your broker account, your trades are securely fetched, and capital gains are auto-calculated based on type (long-term or short-term), holding period, and applicable tax rules.

Web
Mobile
Web

Steps to Add Capital Gains Income

1. Navigate to the Save Section

  • Go to the Save tab from your dashboard.

2. Edit Tax Situation

  • Click on Edit next to My Tax Situation to make updates.

3. Add Capital Gains

  • Under the Capital Gains card, click Add Capital Gains to get started.

5. Select the Broker: 
  • Based on the selected broker, choose to:
    • Connect your Broker by signing in to import transactions automatically.

    7. View Capital Gains Summary

    • Your total Capital Gains or Losses will be displayed in the section.
    • The summary will reflect the taxable income and applicable tax treatment:
      • Short-Term Capital Gains (STCG)
      • Long-Term Capital Gains (LTCG)

    What’s Next?

    • Add other sources of income like salary, house property, or business
    • Compute your Advance Tax based on your overall income
    • Compare Tax Regimes to choose the most beneficial one
    Mobile

    Steps to Add Capital Gains Income

    1. Navigate to the Save Section

    • Go to the Save tab from your dashboard.

    2. Edit Tax Situation

    • Click on Edit next to My Tax Situation to make updates.

    3. Add Capital Gains

    • Under the Capital Gains card, click Add Capital Gains to get started.

    5. Select the Broker: 
    • Based on the selected broker, choose to:
      • Connect your Broker by signing in to import transactions automatically.

      7. View Capital Gains Summary

      • Your total Capital Gains or Losses will be displayed in the section.
      • The summary will reflect the taxable income and applicable tax treatment:
        • Short-Term Capital Gains (STCG)
        • Long-Term Capital Gains (LTCG)

      What’s Next?

      • Add other sources of income like salary, house property, or business
      • Compute your Advance Tax based on your overall income
      • Compare Tax Regimes to choose the most beneficial one

       


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