Add Capital Gains Manually

Add Capital Gains Manually

Add Capital Gains Manually

Have Capital Gains transactions but can’t find your broker on our platform?

No problem — you can easily enter your trade details manually in a few simple steps.

Web
Mobile
Web

Steps to Add Capital Gains Manually

  1. Navigate to File > Capital Gains > Add Securities
  2. Select Add Manually
  3. Enter your Account Details
  4. Choose the nature of settlement:
    • Tradewise – Report each trade or transaction individually
    • Scripwise – Consolidate all trades of the same scrip into a single summary
Details to Be Entered (as per your Broker’s Tax P&L Report)
DetailsTradewiseScripwise
Asset TypeEquity / Debt / OtherEquity / Debt / Other
Listed or UnlistedSpecify if the asset is listed or unlistedSpecify if the asset is listed or unlisted
DescriptionName of the specific tradeName of the consolidated scrip
ISINFor each tradeFor any one trade of the same scrip
QuantityQuantity per transactionTotal quantity for the scrip
Buy Date & Sell DateSpecify for each tradeNot applicable
Holding PeriodNot applicableSpecify as Long Term or Short Term
Buy Price & Sell PricePer unit price for each transactionTotal Buy and Sell Price for the same scrip
FMVProvide Fair Market Value where applicableNot applicable
Transfer ExpenseTransfer expense per tradeTotal transfer expense for the scrip

Once saved, the system will automatically compute your Profit or Loss.

Mobile

Steps to Add Capital Gains Manually

  1. Navigate to File > Capital Gains > Add Securities
  2. Select Add Manually
  3. Enter your Account Details
  4. Choose the nature of settlement:
    • Tradewise – Report each trade or transaction individually
    • Scripwise – Consolidate all trades of the same scrip into a single summary
Details to Be Entered (as per your Broker’s Tax P&L Report)
DetailsTradewiseScripwise
Asset TypeEquity / Debt / OtherEquity / Debt / Other
Listed or UnlistedSpecify if the asset is listed or unlistedSpecify if the asset is listed or unlisted
DescriptionName of the specific tradeName of the consolidated scrip
ISINFor each tradeFor any one trade of the same scrip
QuantityQuantity per transactionTotal quantity for the scrip
Buy Date & Sell DateSpecify for each tradeNot applicable
Holding PeriodNot applicableSpecify as Long Term or Short Term
Buy Price & Sell PricePer unit price for each transactionTotal Buy and Sell Price for the same scrip
FMVProvide Fair Market Value where applicableNot applicable
Transfer ExpenseTransfer expense per tradeTotal transfer expense for the scrip

Once saved, the system will automatically compute your Profit or Loss.


 

 

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