If you use HDFC Securities to invest, you can easily import your capital gains into Quicko by uploading the Tax P&L Report downloaded from your HDFC Securities account. This saves you from entering each transaction manually.

Before You Start

• Download your Tax P&L Report from the HDFC Securities app or website.
• Ensure the report is in the original format downloaded from the platform.
• Keep the file ready before starting the upload process.

Upload Your Tax P&L Report

1. Go to Capital Gains from the left menu, click Capital Gains and ensure you're on the Securities tab. Then click Add.
2. Choose Upload Tax P&L Report. On the Add Securities Capital Gains screen, select Upload Tax P&L Report.
   This option lets you import multiple transactions in one go using the report downloaded from your broker or investment platform.
3. Enter Your Account Details. Provide the following details:
   • Account Name – Enter the name of your broker or investment platform (for example, HDFC Securities).
   • Account ID – Enter your account ID or client ID associated with that platform.
4. After saving the account, select it and upload the Tax P&L Report you downloaded from HDFC Securities.
   Quicko will process the report and automatically import your capital gains transactions.

Note: Quicko supports Tax P&L Reports downloaded directly from HDFC Securities. If the report has been modified or converted into another format, the upload may fail. Download a fresh copy from the platform and upload it without making any changes.

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