Add Capital Gains from ICICI Direct
If you use ICICI Direct to invest, you can easily import your capital gains into Quicko by uploading the Tax P&L Report downloaded from your ICICI Direct account. This saves you from manually entering each transaction.
Before You Start
- Download your Equity Profit & Loss (Tax P&L) Report from your ICICI Direct account.
- Ensure the report is in its original format and has not been modified.
- Keep the report ready before starting the upload process.
Upload Your Tax P&L Report
- From the left sidebar, go to Incomes and select Capital Gains.
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Under the Securities tab, click Add Securities.
- Select Upload Tax P&L Report.
- Enter your account details:
- Name – Enter ICICI Direct.
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Account ID – Enter your ICICI Direct Client ID or Account ID.
- Click Save.
- Select the account you just added.
- Upload the Tax P&L Report downloaded from your ICICI Direct account.
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Click Upload.
Quicko will process the report and automatically import your capital gains transactions.
Note: Quicko supports Tax P&L Reports downloaded directly from ICICI Direct. If the report has been edited, renamed internally, or converted into another format, the upload may fail. Download a fresh copy from ICICI Direct and upload it without making any changes.