Add Capital Gains using Excel Template

Add Capital Gains using Excel Template

Have capital gains from securities, but your broker isn’t listed on our platform? No problem! You can still import your trades seamlessly using the Quicko Excel Template.

Things to Keep in Mind

  • Ensure all date fields (Buy Date and Sell Date) are in DD/MM/YYYY format.
  • If any fields are missing or incorrectly formatted, the system will automatically flag the errors.
  • You can download the error report, make the necessary corrections, and re-upload the template.

1. Download the Excel Template

  • Go to File > Capital Gains > Add Securities
  • Select Upload P&L Report
  • Enter your account details
  • Scroll down and click Download Excel Template by Quicko

2. Fill in Your Trade Details

Use your broker’s Tax P&L report to map the required details in the Excel template.

For Stocks / Bonds / Debentures

  • Open the Excel file and navigate to the Stocks/ Bonds/ Debentures tab
  • Fill in the following details:
    • ISIN number
    • Symbol
    • Is unlisted?
    • Is STT not paid?
    • Quantity
    • Buy Date
    • Buy Price (per unit)
    • Sell Date
    • Sell Price (per unit)
    • FMV (Fair Market Value)
    • Transfer Expense

For Mutual Funds / ETFs

  • Navigate to the Mutual Funds/ ETFs tab
  • Fill in the following details:
    • ISIN number
    • Symbol
    • Scheme name
    • Scheme type
    • Is unlisted?
    • Quantity
    • Buy Date
    • Buy Price (per unit)
    • Sell Date
    • Sell Price (per unit)
    • FMV
    • Transfer Expense

3. Upload the Completed Template

  • Save the Excel file
  • Go to File > Capital Gains > Upload P&L Report
  • Upload the filled template

Need Help?

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