Add Capital Gains from WintWealth

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

Before You Start

• Download your Tax P&L Report from the WintWealth 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, WintWealth).
• 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 WintWealth.

Quicko will process the report and automatically import your capital gains transactions.

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

Still need help?

Raise a support ticket and our team will get in touch with you.

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